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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

63 hedge funds and large institutions have $90.5M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
31
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$12.7M
2
SOS
2
Silver Oak Securities
Tennessee
$3.09M
3
CFD
3
Creative Financial Designs
Indiana
$2.94M
4
LPL Financial
4
LPL Financial
California
$3.2M
5
OCFG
5
O'Connor Financial Group
Illinois
$11.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SEM
2
Strategic Equity Management
Arizona
$0
3
OFS
3
OneAscent Financial Services
Alabama
$0
4
WA
4
Win Advisors
Florida
$0
5
AI
5
Atria Investments
North Carolina
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$12.7M 353,649 +77,670 +28%
HIF
2
Hill Island Financial
Michigan
$11.7M 325,568 +430 +0.1%
OCFG
3
O'Connor Financial Group
Illinois
$11.4M 317,498 +30,185 +11%
FA
4
Faithward Advisors
Pennsylvania
$8.1M 223,528 -21,587 -9%
Ameriprise
5
Ameriprise
Minnesota
$6.48M 180,002 +2,440 +1%
AI
6
Atria Investments
North Carolina
$3.99M 110,948 -23,001 -17%
LPL Financial
7
LPL Financial
California
$3.2M 89,046 +49,387 +125%
SOS
8
Silver Oak Securities
Tennessee
$3.09M 85,919 +61,361 +250%
JWCA
9
J.W. Cole Advisors
Florida
$3.03M 84,293 +715 +0.9%
CFD
10
Creative Financial Designs
Indiana
$2.94M 81,841 +54,859 +203%
LI
11
LVZ Inc
Michigan
$2.54M 70,523 +217 +0.3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.32M 64,436 +7,561 +13%
CAN
13
Cetera Advisor Networks
California
$1.64M 45,531 +4,556 +11%
LWAM
14
Legacy Wealth Asset Management
Minnesota
$1.58M 43,912 -511 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.39M 38,509 +3,785 +11%
FAM
16
Frontier Asset Management
Wyoming
$1.15M 31,884 +81 +0.3%
SPC
17
Sigma Planning Corp
Michigan
$1.1M 30,521 +722 +2%
BAM
18
Belpointe Asset Management
Nevada
$1.09M 30,428 +18,334 +152%
AWS
19
Atria Wealth Solutions
New York
$901K 25,050 +721 +3%
TA
20
TrueWealth Advisors
Alabama
$780K 21,668 +10,562 +95%
EWA
21
EverSource Wealth Advisors
Alabama
$747K 20,771 +20,139 +3,187%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$743K 20,665 -368 -2%
AWA
23
Arete Wealth Advisors
Illinois
$621K 17,264 -473 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$527K 14,660 -619 -4%
Polen Capital Management
25
Polen Capital Management
Florida
$523K 14,545 -1,394 -9%
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