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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

89 hedge funds and large institutions have $139M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 1 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
39
Reduced
25
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$4.92M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.46M
4
BFS
4
Bare Financial Services
Pennsylvania
$8.88M
5
KAS
5
Kestra Advisory Services
Texas
$3.56M

Top Sellers

1
EWA
1
EverSource Wealth Advisors
Alabama
$4.35M
2
Ameriprise
2
Ameriprise
Minnesota
$4.74M
3
TA
3
TrueWealth Advisors
Alabama
$571K
4
OCFG
4
O'Connor Financial Group
Illinois
$8.7M
5
FAM
5
Frontier Asset Management
Wyoming
$625K
Name Market Value Shares Shares
Change 		Shares
Change %
SFSG
26
Sound Financial Strategies Group
Mississippi
$916K 20,832 -681 -3%
UBS Group
27
UBS Group
Switzerland
$886K 20,132 +34 +0.2%
VC
28
Vicus Capital
Pennsylvania
$770K 17,501 +1,603 +10%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$761K 17,299 -1,205 -7%
HWM
30
HFG Wealth Management
Texas
$756K 18,622 – –
AI
31
Atria Investments
North Carolina
$734K 16,689 +684 +4%
AAS
32
Avantax Advisory Services
Texas
$726K 16,505 +1,610 +11%
SS
33
Sound Stewardship
Kansas
$663K 15,076 -358 -2%
CA
34
CoreCap Advisors
Michigan
$626K 14,227 +14,227 New
FAM
35
Frontier Asset Management
Wyoming
$625K 14,210 -4,120 -22%
SIC
36
Sigma Investment Counselors
Michigan
$622K 14,149 +57 +0.4%
TA
37
TrueWealth Advisors
Alabama
$571K 12,979 -12,237 -49%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$559K 12,711 +1,047 +9%
FAIM
39
Financial Advocates Investment Management
Washington
$546K 12,413 +62 +0.5%
AA
40
Advisory Alpha
Michigan
$530K 12,052 -35 -0.3%
EA
41
Efficient Advisors
Ohio
$526K 11,961 +33 +0.3%
IA
42
Inspire Advisors
Idaho
$516K 11,729 +2,048 +21%
SB
43
Strategic Blueprint
Georgia
$500K 11,373 -630 -5%
Osaic Holdings
44
Osaic Holdings
Arizona
$428K 9,738 +504 +5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$379K 8,611 +2,080 +32%
BWM
46
BCGM Wealth Management
Indiana
$365K 8,300 – –
WMWM
47
Whitaker-Myers Wealth Managers
Ohio
$347K 7,881 +468 +6%
SF
48
Symphony Financial
Texas
$340K 7,757 +159 +2%
MML Investors Services
49
MML Investors Services
Massachusetts
$321K 7,295 +2,205 +43%
HIS
50
Harvest Investment Services
Illinois
$316K 7,183 -148 -2%
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