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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

89 hedge funds and large institutions have $139M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 1 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
39
Reduced
25
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$4.92M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.46M
4
BFS
4
Bare Financial Services
Pennsylvania
$8.88M
5
KAS
5
Kestra Advisory Services
Texas
$3.56M

Top Sellers

1
EWA
1
EverSource Wealth Advisors
Alabama
$4.35M
2
Ameriprise
2
Ameriprise
Minnesota
$4.74M
3
TA
3
TrueWealth Advisors
Alabama
$571K
4
OCFG
4
O'Connor Financial Group
Illinois
$8.7M
5
FAM
5
Frontier Asset Management
Wyoming
$625K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$17.8M 403,961 +3,997 +1%
LPL Financial
2
LPL Financial
California
$10.8M 244,470 +3,985 +2%
HIF
3
Hill Island Financial
Michigan
$10.6M 240,382 +3,794 +2%
BFS
4
Bare Financial Services
Pennsylvania
$8.88M 201,820 +29,412 +17%
OCFG
5
O'Connor Financial Group
Illinois
$8.7M 197,660 -4,591 -2%
FA
6
Faithward Advisors
Pennsylvania
$8.62M 195,965 -1,360 -0.7%
GWM
7
Geneos Wealth Management
Colorado
$7.67M 174,280 +6,568 +4%
SOS
8
Silver Oak Securities
Tennessee
$4.92M 112,135 +110,736 +7,915%
Ameriprise
9
Ameriprise
Minnesota
$4.74M 107,772 -14,655 -12%
CFD
10
Creative Financial Designs
Indiana
$4.36M 99,036 +2,714 +3%
EWA
11
EverSource Wealth Advisors
Alabama
$4.35M 98,926 -28,003 -22%
KAS
12
Kestra Advisory Services
Texas
$3.56M 80,853 +27,463 +51%
SA
13
Stewardship Advisors
Pennsylvania
$3.52M 80,094 +422 +0.5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.32M 75,565 +753 +1%
JWCA
15
J.W. Cole Advisors
Florida
$3.2M 72,729 +1,011 +1%
LI
16
LVZ Inc
Michigan
$2.92M 66,283 -731 -1%
LWAM
17
Legacy Wealth Asset Management
Minnesota
$2.26M 51,303 +24 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.79M 40,692 -1,068 -3%
FHC
19
First Heartland Consultants
Missouri
$1.79M 40,570 +222 +0.6%
BAM
20
Belpointe Asset Management
Nevada
$1.71M 38,835 +2,069 +6%
Goldman Sachs
21
Goldman Sachs
New York
$1.59M 36,049 +36,049 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.47M 33,523 +24,233 +261%
Citadel Advisors
23
Citadel Advisors
Florida
$1.46M 33,077 +33,077 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 23,557 +2,021 +9%
WA
25
Win Advisors
Florida
$969K 22,031 -2,520 -10%
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