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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
NRG
76
Nemes Rush Group
Michigan
$51.4K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$41.9K +$39.9K +933 New
CFP
78
Comprehensive Financial Planning
Pennsylvania
$36.7K +$128 +3 +0.4%
TSMHT
79
Thurston Springer Miller Herd & Titak
Indiana
$26.9K
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$19.4K -$18.4K -430 -50%
SAM
81
Smartleaf Asset Management
Massachusetts
$18.4K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$18.2K -$4.91K -115 -22%
NA
83
NewEdge Advisors
Louisiana
$15.7K -$10.7K -250 -42%
HI
84
Harbour Investments
Wisconsin
$15.7K -$3.29K -77 -18%
WAS
85
Winch Advisory Services
Wisconsin
$14.6K +$43 +1 +0.3%
CAM
86
Creekmur Asset Management
Illinois
$9.25K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.01K +47 +42%
BTI
88
Blue Trust Inc
Georgia
$4.08K
PS
89
Principal Securities
Iowa
$3.46K +$3.29K +77 New
Morgan Stanley
90
Morgan Stanley
New York
$58 -$34K -796 -100%
Wells Fargo
91
Wells Fargo
California
$12 -$43 -1 Closed
HIF
92
Hill Island Financial
Michigan
-$10M -235,953 Closed
LWAM
93
Legacy Wealth Asset Management
Minnesota
-$2.22M -52,193 Closed
BAM
94
Belpointe Asset Management
Nevada
-$1.89M -44,539 Closed
EA
95
Efficient Advisors
Ohio
-$511K -12,038 Closed
CW
96
CreativeOne Wealth
Kansas
-$258K -6,077 Closed
HWM
97
HFG Wealth Management
Texas
-$204K -4,773 Closed
MG
98
Mather Group
Illinois
-$42.4K -1,000 Closed
NS
99
NBC Securities
Alabama
-$12K -288 Closed

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.