TPLC icon

Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

64 hedge funds and large institutions have $87M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.14M
2
EWA
2
EverSource Wealth Advisors
Alabama
$2.34M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.07M
4
WA
4
Win Advisors
Florida
$830K
5
Ameriprise
5
Ameriprise
Minnesota
$6.82M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
SOS
2
Silver Oak Securities
Tennessee
$270K
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$471K 13,670 +4,429 +48%
VC
27
Vicus Capital
Pennsylvania
$467K 13,537 +1,698 +14%
SB
28
Strategic Blueprint
Georgia
$423K 12,284 -208 -2%
FAIM
29
Financial Advocates Investment Management
Washington
$407K 11,805 +254 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$330K 9,566 +806 +9%
BWM
31
BCGM Wealth Management
Indiana
$286K 8,300 – –
KAS
32
Kestra Advisory Services
Texas
$282K 8,169 +150 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$276K 7,990 +1,207 +18%
SOS
34
Silver Oak Securities
Tennessee
$270K 7,845 -78,074 -91%
HIS
35
Harvest Investment Services
Illinois
$269K 7,811 +7,811 New
AWM
36
AE Wealth Management
Kansas
$256K 7,423 +1,525 +26%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$255K 7,384 +7,384 New
SF
38
Symphony Financial
Texas
$232K 6,822 +13 +0.2%
Creative Planning
39
Creative Planning
Kansas
$226K 6,546 +682 +12%
SS
40
Sound Stewardship
Kansas
$219K 6,340 +6,340 New
MML Investors Services
41
MML Investors Services
Massachusetts
$201K 5,845 +5,845 New
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$179K 5,198 +3,025 +139%
VFA
43
Values First Advisors
Tennessee
$166K 4,818 +6 +0.1%
HWA
44
HHM Wealth Advisors
Tennessee
$128K 3,714 +550 +17%
UBS Group
45
UBS Group
Switzerland
$123K 3,572 +357 +11%
VWM
46
Venturi Wealth Management
Texas
$112K 3,245 +27 +0.8%
AWM
47
Avior Wealth Management
Nebraska
$109K 3,173 +6 +0.2%
LFG
48
Larson Financial Group
Missouri
$75.2K 2,181 +3 +0.1%
SAM
49
S.A. Mason
Michigan
$51.7K 1,500 +1,500 New
AIP
50
Ameritas Investment Partners
Nebraska
$48K 1,391 +1 +0.1%
1
2
3