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Timothy Plan US Large/Mid Cap Core ETF

90 hedge funds and large institutions have $143M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

1% less funds holding

Funds holding: 9190 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

13% less capital invested

Capital invested by funds: $164M → $143M (-$21.1M)

15.23% less ownership

Funds ownership: 62.16%46.93% (-15%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
39
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAC
26
Financial Advisory Corporation
Michigan
$1.01M +$73.9K +1,731 +8%
AWS
27
Atria Wealth Solutions
New York
$960K +$29.7K +695 +3%
WA
28
Win Advisors
Florida
$951K -$275K -6,433 -23%
UBS Group
29
UBS Group
Switzerland
$917K +$129K +3,010 +17%
VC
30
Vicus Capital
Pennsylvania
$899K +$62.4K +1,460 +8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$873K +$118K +2,751 +16%
Goldman Sachs
32
Goldman Sachs
New York
$861K +$103K +2,414 +14%
AF
33
Allworth Financial
California
$820K +$349K +8,160 +81%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$757K +$39.2K +918 +6%
AAS
35
Avantax Advisory Services
Texas
$743K -$3.29K -77 -0.5%
OWM
36
OneAscent Wealth Management
Alabama
$702K +$387K +9,049 +137%
SS
37
Sound Stewardship
Kansas
$678K +$7.65K +179 +1%
SIC
38
Sigma Investment Counselors
Michigan
$655K +$6.49K +152 +1%
Osaic Holdings
39
Osaic Holdings
Arizona
$653K -$17K -397 -3%
CA
40
CoreCap Advisors
Michigan
$608K -$24.6K -577 -4%
FAIM
41
Financial Advocates Investment Management
Washington
$582K +$7.82K +183 +1%
AA
42
Advisory Alpha
Michigan
$525K -$11.1K -259 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$480K -$53.9K -1,263 -11%
FAM
44
Frontier Asset Management
Wyoming
$475K -$181K -4,245 -29%
FGWP
45
Founders Grove Wealth Partners
Virginia
$472K +$130K +3,049 +41%
AWA
46
Arete Wealth Advisors
Illinois
$465K +$443K +10,366 New
SG
47
StoneX Group
New York
$432K -$446K -10,438 -52%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$395K +$76.8K +1,799 +26%
SB
49
Strategic Blueprint
Georgia
$387K -$199K -4,658 -35%
BWM
50
BCGM Wealth Management
Indiana
$373K

TPLC Hedge Fund Activity: Q2 2025 in Review

90 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2025, worth a combined $143M — down 13% from $164M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TPLC and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 39 added.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.16M. The largest seller was Hill Island Financial, exiting entirely with an estimated $10M sold.

  • 90 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2025, down from 91 in Q1 2025.
  • Funds reported $143M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2025 and 9 closed out, a net change of -1 holder.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2025 was OneAscent Financial Services, an estimated $3.16M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2025 was Hill Island Financial, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2025.