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Timothy Plan US Large/Mid Cap Core ETF
TPLC

Overview Fund Activity

90 hedge funds and large institutions have $163M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
8
Increased
44
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
$16.3M
2
SFSG
Sound Financial Strategies Group
Mississippi
$2.84M
3
4WM
49 Wealth Management
Texas
$1.5M
4
BFS
Bare Financial Services
Pennsylvania
$10.8M
5
Ameriprise
Ameriprise
Minnesota
$4.83M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$258K
2
VA
Vident Advisory
Georgia
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
EverSource Wealth Advisors
Alabama
$3.61M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$984K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1
Christian Investment Advisors
Texas
$28.4M +$213K +4,855 +0.8%
GWM
2
Geneos Wealth Management
Colorado
$16.3M +$8.85M +208,497 +119%
LPL Financial
3
LPL Financial
California
$11.4M +$543K +12,796 +5%
BFS
4
Bare Financial Services
Pennsylvania
$10.8M +$1.2M +28,319 +13%
HIF
5
Hill Island Financial
Michigan
$10M -$308K -7,265 -3%
FA
6
Faithward Advisors
Pennsylvania
$8.15M -$76.8K -1,810 -0.9%
OCFG
7
O'Connor Financial Group
Illinois
$7.63M -$863K -20,342 -10%
SOS
8
Silver Oak Securities
Tennessee
$6.01M +$878K +20,809 +17%
CFD
9
Creative Financial Designs
Indiana
$5.17M +$703K +16,569 +16%
Ameriprise
10
Ameriprise
Minnesota
$4.83M +$1.19M +28,096 +33%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.64M +$211K +4,976 +6%
EWA
12
EverSource Wealth Advisors
Alabama
$3.61M -$1.3M -30,578 -26%
KAS
13
Kestra Advisory Services
Texas
$3.25M -$20.1K -473 -0.6%
JWCA
14
J.W. Cole Advisors
Florida
$3.13M +$98.1K +2,311 +3%
SFSG
15
Sound Financial Strategies Group
Mississippi
$2.84M +$1.98M +46,594 +229%
LI
16
LVZ Inc
Michigan
$2.67M -$202K -4,756 -7%
LWAM
17
Legacy Wealth Asset Management
Minnesota
$2.22M +$50.4K +1,188 +2%
FHC
18
First Heartland Consultants
Missouri
$2.08M -$159K -3,748 -7%
Raymond James Financial
19
Raymond James Financial
Florida
$1.94M -$62.7K -1,477 -3%
BAM
20
Belpointe Asset Management
Nevada
$1.89M +$285K +6,715 +18%
TA
21
TrueWealth Advisors
Alabama
$1.5M +$874K +20,584 +138%
4WM
22
49 Wealth Management
Texas
$1.5M +$1.5M +35,362 New
WA
23
Win Advisors
Florida
$1.17M +$17.1K +403 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$984K -$1.01M -23,752 -51%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$909K +$15.6K +367 +2%
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