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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

63 hedge funds and large institutions have $90.5M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
31
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$12.7M
2
SOS
2
Silver Oak Securities
Tennessee
$3.09M
3
CFD
3
Creative Financial Designs
Indiana
$2.94M
4
LPL Financial
4
LPL Financial
California
$3.2M
5
OCFG
5
O'Connor Financial Group
Illinois
$11.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SEM
2
Strategic Equity Management
Arizona
$0
3
OFS
3
OneAscent Financial Services
Alabama
$0
4
WA
4
Win Advisors
Florida
$0
5
AI
5
Atria Investments
North Carolina
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$503K 13,968 +13,968 New
CA
27
Cetera Advisors
Colorado
$490K 13,609 – –
SB
28
Strategic Blueprint
Georgia
$449K 12,492 -381 -3%
VC
29
Vicus Capital
Pennsylvania
$426K 11,839 +2,815 +31%
FAIM
30
Financial Advocates Investment Management
Washington
$416K 11,551 +835 +8%
AAS
31
Avantax Advisory Services
Texas
$332K 9,241 +9,241 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$315K 8,760 -273 -3%
BWM
33
BCGM Wealth Management
Indiana
$299K 8,300 – –
KAS
34
Kestra Advisory Services
Texas
$288K 8,019 +2,091 +35%
SFC
35
Strategic Financial Concepts
Texas
$274K 7,615 -603 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$244K 6,783 -455 -6%
SF
37
Symphony Financial
Texas
$242K 6,809 +145 +2%
FHC
38
First Heartland Consultants
Missouri
$242K 6,722 -1,302 -16%
AWM
39
AE Wealth Management
Kansas
$212K 5,898 +5,898 New
Creative Planning
40
Creative Planning
Kansas
$211K 5,864 +17 +0.3%
VFA
41
Values First Advisors
Tennessee
$173K 4,812 +1,730 +56%
VWM
42
Venturi Wealth Management
Texas
$116K 3,218 +44 +1%
UBS Group
43
UBS Group
Switzerland
$116K 3,215 +1,992 +163%
AWM
44
Avior Wealth Management
Nebraska
$114K 3,167 +9 +0.3%
HWA
45
HHM Wealth Advisors
Tennessee
$114K 3,164 +10 +0.3%
DI
46
Disciplined Investments
Oklahoma
$98K 2,724 – –
LFG
47
Larson Financial Group
Missouri
$78.4K 2,178 +507 +30%
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$78.2K 2,173 +2,173 New
CFGS
49
Concourse Financial Group Securities
Alabama
$53.9K 1,497 +1,497 New
AIP
50
Ameritas Investment Partners
Nebraska
$50K 1,390 +641 +86%
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