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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

97 hedge funds and large institutions have $169M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
39
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Vident Advisory
Georgia
$6.54M
2
BFS
2
Bare Financial Services
Pennsylvania
$9.66M
3
SG
3
StoneX Group
New York
$766K
4
EWA
4
EverSource Wealth Advisors
Alabama
$4.96M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.01M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$12.4M
2
SA
2
Stewardship Advisors
Pennsylvania
$751K
3
Goldman Sachs
3
Goldman Sachs
New York
$530K
4
Ameriprise
4
Ameriprise
Minnesota
$3.67M
5
IA
5
Inspire Advisors
Idaho
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
SFSG
26
Sound Financial Strategies Group
Mississippi
$872K 20,358 -474 -2%
UBS Group
27
UBS Group
Switzerland
$848K 19,811 -321 -2%
HWM
28
HFG Wealth Management
Texas
$808K 18,371 -251 -1%
TPBG
29
Turning Point Benefit Group
Maryland
$781K 18,139 +18,139 New
VC
30
Vicus Capital
Pennsylvania
$781K 18,224 +723 +4%
SG
31
StoneX Group
New York
$766K 17,877 +17,877 New
FAC
32
Financial Advisory Corporation
Michigan
$765K 17,853 +17,853 New
SA
33
Stewardship Advisors
Pennsylvania
$751K 17,525 -62,569 -78%
AI
34
Atria Investments
North Carolina
$707K 16,515 -174 -1%
AAS
35
Avantax Advisory Services
Texas
$693K 16,192 -313 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$676K 15,787 -1,512 -9%
SS
37
Sound Stewardship
Kansas
$645K 15,066 -10 -0.1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$639K 14,911 +2,200 +17%
TA
39
TrueWealth Advisors
Alabama
$637K 14,870 +1,891 +15%
FAM
40
Frontier Asset Management
Wyoming
$620K 14,473 +263 +2%
SIC
41
Sigma Investment Counselors
Michigan
$613K 14,317 +168 +1%
CA
42
CoreCap Advisors
Michigan
$585K 13,656 -571 -4%
SB
43
Strategic Blueprint
Georgia
$574K 13,401 +2,028 +18%
FAIM
44
Financial Advocates Investment Management
Washington
$550K 12,839 +426 +3%
Goldman Sachs
45
Goldman Sachs
New York
$530K 12,384 -23,665 -66%
Osaic Holdings
46
Osaic Holdings
Arizona
$515K 12,034 +2,296 +24%
EA
47
Efficient Advisors
Ohio
$514K 12,005 +44 +0.4%
AA
48
Advisory Alpha
Michigan
$510K 11,911 -141 -1%
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$426K 9,952 +2,071 +26%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$388K 9,053 +442 +5%
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