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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

80 hedge funds and large institutions have $117M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFS
1
Bare Financial Services
Pennsylvania
$7.29M
2
SA
2
Stewardship Advisors
Pennsylvania
$3.23M
3
LPL Financial
3
LPL Financial
California
$9.76M
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$873K
5
KAS
5
Kestra Advisory Services
Texas
$2.17M

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$393K
2
Ameriprise
2
Ameriprise
Minnesota
$4.97M
3
FA
3
Faithward Advisors
Pennsylvania
$8.01M
4
CW
4
CreativeOne Wealth
Kansas
$16.2M
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
26
Frontier Asset Management
Wyoming
$744K 18,330 +1,092 +6%
AI
27
Atria Investments
North Carolina
$649K 16,005 +16,005 New
VC
28
Vicus Capital
Pennsylvania
$645K 15,898 +976 +7%
SS
29
Sound Stewardship
Kansas
$626K 15,434 +1,203 +8%
AAS
30
Avantax Advisory Services
Texas
$604K 14,895 +1,640 +12%
SIC
31
Sigma Investment Counselors
Michigan
$572K 14,092 +14,092 New
FAIM
32
Financial Advocates Investment Management
Washington
$501K 12,351 +16 +0.1%
AA
33
Advisory Alpha
Michigan
$490K 12,087 -45 -0.4%
SB
34
Strategic Blueprint
Georgia
$487K 12,003 -14 -0.1%
EA
35
Efficient Advisors
Ohio
$484K 11,928 +907 +8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$473K 11,664 +28 +0.2%
IA
37
Inspire Advisors
Idaho
$393K 9,681 -123,017 -93%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$377K 9,290 -33,533 -78%
Osaic Holdings
39
Osaic Holdings
Arizona
$374K 9,234 -2,776 -23%
BWM
40
BCGM Wealth Management
Indiana
$337K 8,300 – –
SF
41
Symphony Financial
Texas
$308K 7,598 +7,598 New
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$301K 7,413 +362 +5%
HIS
43
Harvest Investment Services
Illinois
$297K 7,331 -480 -6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$265K 6,531 +39 +0.6%
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$251K 6,190 -78 -1%
AIP
46
Ameritas Investment Partners
Nebraska
$232K 5,718 +4,352 +319%
OAS
47
Optivise Advisory Services
Tennessee
$224K 5,517 +5,517 New
SPC
48
Sigma Planning Corp
Michigan
$218K 5,370 +5,370 New
MML Investors Services
49
MML Investors Services
Massachusetts
$207K 5,090 +306 +6%
LSIA
50
LaSalle St. Investment Advisors
Illinois
$204K 5,037 +5,037 New
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