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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

75 hedge funds and large institutions have $126M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
34
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.65M
2
CW
2
CreativeOne Wealth
Kansas
$18.3M
3
BFS
3
Bare Financial Services
Pennsylvania
$2.74M
4
LPL Financial
4
LPL Financial
California
$7.89M
5
KAS
5
Kestra Advisory Services
Texas
$1.47M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$59K
2
OCFG
2
O'Connor Financial Group
Illinois
$9.06M
3
HIF
3
Hill Island Financial
Michigan
$9.91M
4
CAN
4
Cetera Advisor Networks
California
$300K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$843K 20,029 +18,604 +1,306%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$841K 19,977 -659 -3%
FHC
28
First Heartland Consultants
Missouri
$825K 19,593 +19,593 New
HWM
29
HFG Wealth Management
Texas
$810K 19,245 +778 +4%
FAM
30
Frontier Asset Management
Wyoming
$726K 17,238 -5,757 -25%
AWA
31
Arete Wealth Advisors
Illinois
$710K 16,854 +289 +2%
VC
32
Vicus Capital
Pennsylvania
$628K 14,922 +1,106 +8%
SS
33
Sound Stewardship
Kansas
$599K 14,231 +983 +7%
CA
34
CoreCap Advisors
Michigan
$599K 14,216 +771 +6%
AAS
35
Avantax Advisory Services
Texas
$558K 13,255 +3,196 +32%
CA
36
Cetera Advisors
Colorado
$523K 12,415 -1,194 -9%
FAIM
37
Financial Advocates Investment Management
Washington
$519K 12,335 -301 -2%
AA
38
Advisory Alpha
Michigan
$511K 12,132 +2,219 +22%
SB
39
Strategic Blueprint
Georgia
$506K 12,017 -146 -1%
Osaic Holdings
40
Osaic Holdings
Arizona
$505K 12,010 -2,976 -20%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$490K 11,636 +3,152 +37%
EA
42
Efficient Advisors
Ohio
$464K 11,021 +11,021 New
BWM
43
BCGM Wealth Management
Indiana
$350K 8,300 – –
HIS
44
Harvest Investment Services
Illinois
$329K 7,811 – –
OFS
45
OneAscent Financial Services
Alabama
$308K 7,305 +1,788 +32%
CAN
46
Cetera Advisor Networks
California
$300K 7,119 -38,889 -85%
WMWM
47
Whitaker-Myers Wealth Managers
Ohio
$297K 7,051 +7,051 New
OWM
48
OneAscent Wealth Management
Alabama
$283K 6,710 +6,710 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$273K 6,492 -285 -4%
OLVIG
50
Oliver Lagore Vanvalin Investment Group
Michigan
$264K 6,268 +1,146 +22%
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