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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

75 hedge funds and large institutions have $126M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
34
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.65M
2
CW
2
CreativeOne Wealth
Kansas
$18.3M
3
BFS
3
Bare Financial Services
Pennsylvania
$2.74M
4
LPL Financial
4
LPL Financial
California
$7.89M
5
KAS
5
Kestra Advisory Services
Texas
$1.47M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$59K
2
OCFG
2
O'Connor Financial Group
Illinois
$9.06M
3
HIF
3
Hill Island Financial
Michigan
$9.91M
4
CAN
4
Cetera Advisor Networks
California
$300K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$18.3M 434,599 +66,114 +18%
FA
2
Faithward Advisors
Pennsylvania
$10.4M 248,072 -4,229 -2%
HIF
3
Hill Island Financial
Michigan
$9.91M 235,373 -82,310 -26%
OCFG
4
O'Connor Financial Group
Illinois
$9.06M 215,083 -106,145 -33%
LPL Financial
5
LPL Financial
California
$7.89M 187,441 +37,167 +25%
Ameriprise
6
Ameriprise
Minnesota
$7.59M 180,101 -30,865 -15%
GWM
7
Geneos Wealth Management
Colorado
$6.65M 157,976 +156,418 +10,040%
IA
8
Inspire Advisors
Idaho
$5.59M 132,698 -36,566 -22%
EWA
9
EverSource Wealth Advisors
Alabama
$4.7M 118,288 +22,465 +23%
CFD
10
Creative Financial Designs
Indiana
$3.83M 90,886 +1,195 +1%
JWCA
11
J.W. Cole Advisors
Florida
$3.75M 89,124 +624 +0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.99M 71,007 +15,562 +28%
LI
13
LVZ Inc
Michigan
$2.93M 69,558 -1,485 -2%
BFS
14
Bare Financial Services
Pennsylvania
$2.74M 69,022 +57,581 +503%
LWAM
15
Legacy Wealth Asset Management
Minnesota
$2.12M 50,249 +2,891 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.8M 42,823 +3,573 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.78M 42,193 +985 +2%
BAM
18
Belpointe Asset Management
Nevada
$1.56M 36,948 +8,302 +29%
KAS
19
Kestra Advisory Services
Texas
$1.47M 34,831 +26,160 +302%
AWS
20
Atria Wealth Solutions
New York
$1.37M 32,639 +1,509 +5%
Goldman Sachs
21
Goldman Sachs
New York
$1.2M 28,384 +1,115 +4%
WA
22
Win Advisors
Florida
$1.16M 27,615 +611 +2%
TA
23
TrueWealth Advisors
Alabama
$1.02M 24,168 +664 +3%
SA
24
Stewardship Advisors
Pennsylvania
$941K 22,350 +110 +0.5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$911K 21,626 +21,626 New
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