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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

90 hedge funds and large institutions have $163M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
8
Increased
44
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$8.85M
2
SFSG
Sound Financial Strategies Group
Mississippi
+$1.98M
3
4WM
49 Wealth Management
Texas
+$1.5M
4
BFS
Bare Financial Services
Pennsylvania
+$1.2M
5
Ameriprise
Ameriprise
Minnesota
+$1.19M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$12M
2
VA
Vident Advisory
Georgia
-$6.54M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
4
EWA
EverSource Wealth Advisors
Alabama
-$1.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAC
26
Financial Advisory Corporation
Michigan
$877K +$119K +2,815 +16%
AWS
27
Atria Wealth Solutions
New York
$867K +$867K +20,432 New
SG
28
StoneX Group
New York
$852K +$93.3K +2,199 +12%
VC
29
Vicus Capital
Pennsylvania
$788K +$14.6K +344 +2%
UBS Group
30
UBS Group
Switzerland
$739K -$102K -2,406 -12%
Goldman Sachs
31
Goldman Sachs
New York
$712K +$186K +4,388 +35%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$708K +$38.5K +906 +6%
AAS
33
Avantax Advisory Services
Texas
$706K +$18.8K +444 +3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$677K +$44K +1,037 +7%
UCFA
35
United Capital Financial Advisors
Texas
$646K +$272K +6,418 +73%
Osaic Holdings
36
Osaic Holdings
Arizona
$635K +$124K +2,917 +24%
SS
37
Sound Stewardship
Kansas
$634K -$5.81K -137 -0.9%
FAM
38
Frontier Asset Management
Wyoming
$629K +$15.1K +356 +2%
SIC
39
Sigma Investment Counselors
Michigan
$613K +$4.97K +117 +0.8%
CA
40
CoreCap Advisors
Michigan
$599K +$19.6K +462 +3%
SB
41
Strategic Blueprint
Georgia
$563K -$5.56K -131 -1%
FAIM
42
Financial Advocates Investment Management
Washington
$542K -$2.97K -70 -0.5%
EA
43
Efficient Advisors
Ohio
$511K +$1.4K +33 +0.3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$507K +$123K +2,901 +32%
AA
45
Advisory Alpha
Michigan
$507K +$1.4K +33 +0.3%
AF
46
Allworth Financial
California
$419K +$224K +5,385 +114%
TPBG
47
Turning Point Benefit Group
Maryland
$407K -$292K -7,574 -42%
3AM
48
3EDGE Asset Management
Florida
$397K +$151K +3,557 +61%
BWM
49
BCGM Wealth Management
Indiana
$352K – – –
AI
50
Atria Investments
North Carolina
$352K -$349K -8,222 -50%
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