We are live on ! Find out more
TPLC icon

Timothy Plan US Large/Mid Cap Core ETF
TPLC

91 hedge funds and large institutions have $164M 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, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4% less capital invested

Capital invested by funds: $171M → $164M (-$6.81M)

2.27% less ownership

Funds ownership: 64.43% → 62.16% (-2.3%)

7% less funds holding

Funds holding: 98 → 91 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% 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
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$9.09M
2
SFSG
Sound Financial Strategies Group
Mississippi
+$2.03M
3
4WM
49 Wealth Management
Texas
+$1.54M
4
BFS
Bare Financial Services
Pennsylvania
+$1.23M
5
Ameriprise
Ameriprise
Minnesota
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$12.3M
2
VA
Vident Advisory
Georgia
-$6.54M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
4
EWA
EverSource Wealth Advisors
Alabama
-$1.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$909K +$16K +367 +2%
FAC
27
Financial Advisory Corporation
Michigan
$877K +$123K +2,815 +16%
AWS
28
Atria Wealth Solutions
New York
$867K +$890K +20,432 New
SG
29
StoneX Group
New York
$852K +$95.8K +2,199 +12%
VC
30
Vicus Capital
Pennsylvania
$788K +$15K +344 +2%
UBS Group
31
UBS Group
Switzerland
$739K -$105K -2,406 -12%
Goldman Sachs
32
Goldman Sachs
New York
$712K +$191K +4,388 +35%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$708K +$39.5K +906 +6%
AAS
34
Avantax Advisory Services
Texas
$706K +$19.3K +444 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$677K +$45.2K +1,037 +7%
UCFA
36
United Capital Financial Advisors
Texas
$646K +$280K +6,418 +73%
Osaic Holdings
37
Osaic Holdings
Arizona
$635K +$127K +2,917 +24%
SS
38
Sound Stewardship
Kansas
$634K -$5.97K -137 -0.9%
FAM
39
Frontier Asset Management
Wyoming
$629K +$15.5K +356 +2%
SIC
40
Sigma Investment Counselors
Michigan
$613K +$5.1K +117 +0.8%
CA
41
CoreCap Advisors
Michigan
$599K +$20.1K +462 +3%
SB
42
Strategic Blueprint
Georgia
$563K -$5.71K -131 -1%
FAIM
43
Financial Advocates Investment Management
Washington
$542K -$3.05K -70 -0.5%
EA
44
Efficient Advisors
Ohio
$511K +$1.44K +33 +0.3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$507K +$126K +2,901 +32%
AA
46
Advisory Alpha
Michigan
$507K +$1.44K +33 +0.3%
AF
47
Allworth Financial
California
$419K +$235K +5,385 +114%
TPBG
48
Turning Point Benefit Group
Maryland
$407K -$330K -7,574 -42%
3AM
49
3EDGE Asset Management
Florida
$397K +$155K +3,557 +61%
BWM
50
BCGM Wealth Management
Indiana
$352K – – –
1
2
3 4 5

TPLC Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2025, worth a combined $164M — down 4% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of TPLC and 8 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 44 added.

The largest buyer was Geneos Wealth Management, adding an estimated $9.09M. The largest seller was CreativeOne Wealth, cutting an estimated $12.3M.

  • 91 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $164M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2025, down 4% quarter-over-quarter.
  • 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2025 and 14 closed out, a net change of -6 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $9.09M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.