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Timothy Plan US Large/Mid Cap Core ETF

103 hedge funds and large institutions have $172M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

25% more capital invested

Capital invested by funds: $137M → $172M (+$34.9M)

14% more funds holding

Funds holding: 90103 (+13)

10.57% more ownership

Funds ownership: 43.57%54.15% (+11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
48
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$28M +$28.2M +616,000 New
CIA
2
Christian Investment Advisors
Texas
$24M +$1.32M +28,848 +6%
LPL Financial
3
LPL Financial
California
$15.2M +$1.69M +36,986 +12%
BFS
4
Bare Financial Services
Pennsylvania
$9.31M +$252K +5,515 +3%
FA
5
Faithward Advisors
Pennsylvania
$8.42M -$170K -3,725 -2%
GWM
6
Geneos Wealth Management
Colorado
$8.38M +$85.7K +1,875 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.23M +$1.18M +25,714 +29%
SOS
8
Silver Oak Securities
Tennessee
$3.92M +$279K +6,114 +8%
LI
9
LVZ Inc
Michigan
$3.87M +$35.1K +768 +0.9%
JWCA
10
J.W. Cole Advisors
Florida
$3.68M +$359K +7,855 +11%
FHC
11
First Heartland Consultants
Missouri
$3.22M +$968K +21,179 +43%
Ameriprise
12
Ameriprise
Minnesota
$3.17M -$2.22M -48,675 -41%
SFS
13
Sowell Financial Services
Arkansas
$2.91M -$7.04K -154 -0.2%
SFSG
14
Sound Financial Strategies Group
Mississippi
$2.83M +$109K +2,395 +4%
EWA
15
EverSource Wealth Advisors
Alabama
$2.73M -$603K -13,188 -18%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.72M +$459K +10,038 +20%
CFD
17
Creative Financial Designs
Indiana
$2.56M +$466K +10,191 +22%
UCFA
18
United Capital Financial Advisors
Texas
$2.22M +$603K +13,197 +37%
TPBG
19
Turning Point Benefit Group
Maryland
$2.1M +$610K +13,353 +41%
CFM
20
Cornerstone Financial Management
Massachusetts
$2.05M +$2.06M +45,097 New
OCFG
21
O'Connor Financial Group
Illinois
$1.81M +$32.5K +711 +2%
TA
22
TrueWealth Advisors
Alabama
$1.81M +$132K +2,899 +8%
BEI
23
Benjamin Edwards Inc
Missouri
$1.61M +$1.62M +35,499 New
Raymond James Financial
24
Raymond James Financial
Florida
$1.53M -$636K -13,907 -29%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$151K +3,295 +12%

TPLC Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2025, worth a combined $172M — up 25% from $137M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TPLC positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $28.2M. The largest seller was Ameriprise, cutting an estimated $2.22M.

  • 103 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2025, up from 90 in Q3 2025.
  • Funds reported $172M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 20 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2025 and 6 closed out, a net change of +14 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2025 was Westwood Holdings Group, an estimated $28.2M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2025 was Ameriprise, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2025.