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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

80 hedge funds and large institutions have $117M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFS
1
Bare Financial Services
Pennsylvania
$7.29M
2
SA
2
Stewardship Advisors
Pennsylvania
$3.23M
3
LPL Financial
3
LPL Financial
California
$9.76M
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$873K
5
KAS
5
Kestra Advisory Services
Texas
$2.17M

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$393K
2
Ameriprise
2
Ameriprise
Minnesota
$4.97M
3
FA
3
Faithward Advisors
Pennsylvania
$8.01M
4
CW
4
CreativeOne Wealth
Kansas
$16.2M
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$16.2M 399,964 -34,635 -8%
LPL Financial
2
LPL Financial
California
$9.76M 240,485 +53,044 +28%
HIF
3
Hill Island Financial
Michigan
$9.6M 236,588 +1,215 +0.5%
OCFG
4
O'Connor Financial Group
Illinois
$8.21M 202,251 -12,832 -6%
FA
5
Faithward Advisors
Pennsylvania
$8.01M 197,325 -50,747 -20%
BFS
6
Bare Financial Services
Pennsylvania
$7.29M 172,408 +103,386 +150%
GWM
7
Geneos Wealth Management
Colorado
$6.81M 167,712 +9,736 +6%
EWA
8
EverSource Wealth Advisors
Alabama
$5.37M 126,929 +8,641 +7%
Ameriprise
9
Ameriprise
Minnesota
$4.97M 122,427 -57,674 -32%
CFD
10
Creative Financial Designs
Indiana
$3.91M 96,322 +5,436 +6%
SA
11
Stewardship Advisors
Pennsylvania
$3.23M 79,672 +57,322 +256%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.04M 74,812 +3,805 +5%
JWCA
13
J.W. Cole Advisors
Florida
$2.91M 71,718 -17,406 -20%
LI
14
LVZ Inc
Michigan
$2.72M 67,014 -2,544 -4%
KAS
15
Kestra Advisory Services
Texas
$2.17M 53,390 +18,559 +53%
LWAM
16
Legacy Wealth Asset Management
Minnesota
$2.08M 51,279 +1,030 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.69M 41,760 -433 -1%
BAM
18
Belpointe Asset Management
Nevada
$1.49M 36,766 -182 -0.5%
TA
19
TrueWealth Advisors
Alabama
$1.02M 25,216 +1,048 +4%
WA
20
Win Advisors
Florida
$996K 24,551 -3,064 -11%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$874K 21,536 +1,559 +8%
SFSG
22
Sound Financial Strategies Group
Mississippi
$873K 21,513 +21,513 New
UBS Group
23
UBS Group
Switzerland
$816K 20,098 +69 +0.3%
HWM
24
HFG Wealth Management
Texas
$756K 18,622 -623 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$751K 18,504 -3,122 -14%
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