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Timothy Plan US Large/Mid Cap Core ETF

103 hedge funds and large institutions have $172M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

25% more capital invested

Capital invested by funds: $137M → $172M (+$34.9M)

14% more funds holding

Funds holding: 90103 (+13)

10.57% more ownership

Funds ownership: 43.57%54.15% (+11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
48
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Opal Capital
Florida
$205K +$194K +4,236 New
FFS
77
Forge Financial Services
Oklahoma
$204K +$205K +4,481 New
AssetMark Inc
78
AssetMark Inc
California
$197K +$154K +3,376 +350%
LFG
79
Larson Financial Group
Missouri
$183K +$37.7K +825 +26%
IA
80
IFP Advisors
Florida
$132K +$20.7K +453 +18%
WW
81
Winnow Wealth
Texas
$128K +$127K +2,779 New
MCA
82
Midwest Capital Advisors
Michigan
$128K +$320 +7 +0.2%
AF
83
Advisornet Financial
Minnesota
$115K +$548 +12 +0.5%
SWM
84
SHP Wealth Management
Massachusetts
$64.2K +$64.6K +1,413 New
BONH
85
Bank of New Hampshire
New Hampshire
$57.3K -$9.14K -200 -14%
NRG
86
Nemes Rush Group
Michigan
$52K
AAP
87
Arax Advisory Partners
Colorado
$41.7K +$41.9K +917 New
NEWAS
88
N.E.W. Advisory Services
Wisconsin
$39.4K +$19.9K +435 +101%
CFP
89
Comprehensive Financial Planning
Pennsylvania
$37.1K
TSMHT
90
Thurston Springer Miller Herd & Titak
Indiana
$27.3K
SAM
91
Smartleaf Asset Management
Massachusetts
$18.8K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$16.7K -$1.69K -37 -9%
HI
93
Harbour Investments
Wisconsin
$15.9K
NA
94
NewEdge Advisors
Louisiana
$15.9K
WAS
95
Winch Advisory Services
Wisconsin
$14.9K +$46 +1 +0.3%
WWA
96
Wealth Watch Advisors
Colorado
$13.6K +$6.03K +132 +79%
FPB
97
First PREMIER Bank
South Dakota
$11K
SPIA
98
Steward Partners Investment Advisory
New York
$9.77K +$9.82K +215 New
BTI
99
Blue Trust Inc
Georgia
$4.13K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K -$5.12K -112 -70%

TPLC Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2025, worth a combined $172M — up 25% from $137M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TPLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $28.2M. The largest seller was Ameriprise, cutting an estimated $2.22M.

  • 103 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2025, up from 90 in Q3 2025.
  • Funds reported $172M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 20 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2025 and 6 closed out, a net change of +14 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2025 was Westwood Holdings Group, an estimated $28.2M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2025 was Ameriprise, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2025.