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Timothy Plan US Large/Mid Cap Core ETF (TPLC) Institutional Ownership

$46.02 -0.41 (-0.88%)
Closing price 09/12/2025 04:10 PM Eastern
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$46.17 +0.15 (+0.32%)
As of 09/12/2025 04:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan US Large/Mid Cap Core ETF (NYSEARCA:TPLC)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$81.28M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$39.62M
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Skip Chart & View Institutional Buying and Selling Data

TPLC Institutional Buying and Selling by Quarter

Timothy Plan US Large/Mid Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.14,554$653K0.0%-2.7%0.214%
8/18/2025 Geneos Wealth Management Inc.182,930$8.21M0.2%+3.2%2.690%
8/15/2025 Ameriprise Financial Inc.117,261$5.27M0.0%+3.1%1.724%
8/14/2025 Raymond James Financial Inc.45,376$2.04M0.0%-0.8%0.667%
8/14/2025 Faithward Advisors LLC190,299$8.54M1.3%-0.9%2.799%
8/13/2025 StoneX Group Inc.9,638$432K0.0%-52.0%0.142%
8/13/2025 EverSource Wealth Advisors LLC81,818$3.67M0.2%-3.9%1.203%
8/13/2025 Bare Financial Services Inc266,615$11.97M4.0%+5.0%3.921%
8/13/2025 Northwestern Mutual Wealth Management Co.26,239$1.18M0.0%+22.6%0.386%
8/12/2025 J.W. Cole Advisors Inc.73,002$3.28M0.1%-0.9%1.074%
8/11/2025 Inspire Advisors LLC5,781$260K0.0%-4.2%0.084%
8/8/2025 Cetera Investment Advisers19,444$873K0.0%+16.5%0.284%
8/8/2025 Foundations Investment Advisors LLC6,645$298K0.0%+26.6%0.097%
8/8/2025 PNC Financial Services Group Inc.933$42K0.0%N/A0.014%
8/7/2025 49 Wealth Management LLC37,761$1.70M0.2%+6.8%0.551%
8/7/2025 Allworth Financial LP18,259$820K0.0%+80.8%0.267%
8/6/2025 Christian Investment Advisors Inc.618,250$27.76M19.2%-4.6%9.026%
8/6/2025 Sound Financial Strategies Group LLC63,099$2.83M2.4%-5.8%0.921%
8/6/2025 OneAscent Wealth Management LLC15,636$702K0.3%+137.4%0.228%
8/5/2025 Optivise Advisory Services LLC7,643$343K0.2%+8.7%0.112%
8/4/2025 Creative Financial Designs Inc. ADV40,424$1.82M0.1%-66.8%0.590%
8/1/2025 Advisory Alpha LLC11,685$525K0.0%-2.2%0.171%
8/1/2025 Envestnet Asset Management Inc.10,691$480K0.0%-10.6%0.156%
7/31/2025 3EDGE Asset Management LP7,296$328K0.0%-21.9%0.107%
7/31/2025 Turning Point Benefit Group Inc.34,267$1.54M1.2%+224.3%0.500%
7/30/2025 Strategic Blueprint LLC8,612$387K0.0%-35.1%0.126%
7/30/2025 Brookstone Capital Management6,985$314K0.0%-5.8%0.102%
7/28/2025 Founders Grove Wealth Partners LLC10,508$472K0.1%+40.9%0.153%
7/25/2025 Atria Wealth Solutions Inc.21,127$960K0.0%+3.4%0.308%
7/24/2025 IFP Advisors Inc2,368$106K0.0%N/A0.035%
7/21/2025 Ameritas Advisory Services LLC1,205$54K0.0%N/A0.018%
7/18/2025 Vicus Capital20,028$899K0.1%+7.9%0.292%
7/17/2025 Kavar Capital Partners Group LLC7,601$341K0.0%+11.0%0.111%
7/15/2025 LVZ Inc.60,708$2.73M0.3%-3.4%0.886%
7/14/2025 AdvisorNet Financial Inc2,658$119K0.0%+192.7%0.039%
7/11/2025 Silver Oak Securities Incorporated151,438$6.80M0.6%+6.4%2.227%
7/11/2025 Financial Advisory Corp22,399$1.01M0.2%+8.4%0.329%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,064$88K0.0%N/A0.030%
7/7/2025 O Connor Financial Group LLC36,736$1.68M0.7%-79.6%0.540%
7/3/2025 TrueWealth Advisors LLC35,886$1.61M0.5%+1.2%0.528%
6/27/2025 Goldman Sachs Group Inc.16,772$712K0.0%+35.4%0.247%
5/21/2025Geneos Wealth Management Inc.177,224$7.52M0.3%+1.4%2.411%
5/20/2025Belpointe Asset Management LLC44,539$1.89M0.1%+17.8%0.606%
5/16/2025Faithward Advisors LLC192,016$8.15M1.4%-0.9%2.612%
5/16/2025Goldman Sachs Group Inc.16,772$712K0.0%+35.4%0.228%
5/16/2025Jones Financial Companies Lllp197,139$8.37M0.0%+5,804.1%2.682%
5/14/2025CreativeOne Wealth LLC6,077$258K0.0%-97.9%0.083%
5/14/2025Northwestern Mutual Wealth Management Co.21,410$909K0.0%+1.7%0.291%
5/14/2025Kestra Advisory Services LLC76,665$3.25M0.0%-0.6%1.043%
5/13/2025EverSource Wealth Advisors LLC85,162$3.61M0.2%-26.4%1.159%
5/12/2025Bare Financial Services Inc253,858$10.77M4.1%+12.6%3.454%
5/9/2025Atria Wealth Solutions Inc.20,432$867K0.0%N/A0.286%
5/9/2025Sound Financial Strategies Group LLC66,952$2.84M2.5%+228.9%0.936%
5/8/2025HHM Wealth Advisors LLC5,072$215K0.0%+14.6%0.071%
5/8/2025Geneos Wealth Management Inc.206,054$8.75M0.2%+17.9%2.882%
5/7/2025N.E.W. Advisory Services LLC861$37K0.0%N/A0.012%
5/7/2025Foundations Investment Advisors LLC5,250$223K0.0%N/A0.073%
5/7/2025Frontier Asset Management LLC14,829$629K0.2%+2.5%0.207%
5/7/2025LPL Financial LLC269,604$11.44M0.0%+5.0%3.771%
5/7/2025Inspire Advisors LLC6,034$256K0.0%-24.3%0.084%
5/7/2025First Heartland Consultants Inc.48,947$2.08M0.2%-7.1%0.685%
5/6/2025Cetera Investment Advisers16,693$708K0.0%+5.7%0.233%
5/6/2025Avantax Advisory Services Inc.16,636$706K0.0%+2.7%0.233%
5/5/2025J.W. Cole Advisors Inc.73,645$3.13M0.1%+3.2%1.030%
5/2/2025Sigma Planning Corp5,590$237K0.0%+10.2%0.078%
5/1/20253EDGE Asset Management LP9,345$397K0.0%+61.5%0.131%
4/30/2025Allworth Financial LP10,099$419K0.0%+114.2%0.141%
4/30/202549 Wealth Management LLC35,362$1.50M0.2%N/A0.495%
4/30/2025Values First Advisors Inc.7,688$326K0.2%-7.9%0.108%
4/29/2025Envestnet Asset Management Inc.11,954$507K0.0%+32.0%0.167%
4/29/2025Silver Oak Securities Incorporated142,375$6.01M0.5%+17.1%1.991%
4/23/2025Creative Financial Designs Inc. ADV121,894$5.17M0.4%+15.7%1.705%
4/23/2025Kavar Capital Partners Group LLC6,846$291K0.0%N/A0.096%
4/23/2025Win Advisors Inc.27,610$1.17M0.6%+1.5%0.386%
4/22/2025Cambridge Investment Research Advisors Inc.85,794$3.64M0.0%+6.2%1.200%
4/22/2025LVZ Inc.62,848$2.67M0.4%-7.0%0.879%
4/22/2025Hill Island Financial LLC235,953$10.01M2.9%-3.0%3.300%
4/21/2025Silver Oak Securities Incorporated143,090$6.04M0.5%+17.7%2.001%
4/18/2025Optivise Advisory Services LLC7,032$298K0.2%+9.8%0.098%
4/17/2025Vicus Capital18,568$788K0.1%+1.9%0.299%
4/16/2025Founders Grove Wealth Partners LLC7,459$317K0.1%N/A0.120%
4/15/2025Christian Investment Advisors Inc.647,904$28.39M19.7%+0.8%10.450%
4/14/2025Financial Advisory Corp20,668$877K0.1%+15.8%0.333%
4/10/2025TrueWealth Advisors LLC35,454$1.51M0.5%+138.4%0.572%
4/9/2025Legacy Wealth Asset Management LLC52,193$2.22M0.6%+2.3%0.842%
4/8/2025HFG Wealth Management LLC4,773$204K0.1%-74.0%0.077%
4/8/2025Advisory Alpha LLC10,141$430K0.0%-14.9%0.164%
4/7/2025O Connor Financial Group LLC179,800$7.63M4.0%-10.2%2.900%
2/26/2025Financial Advisory Corp17,853$765K0.1%N/A0.300%
2/18/2025First Heartland Consultants Inc.52,695$2.26M0.2%+29.9%0.941%
2/17/2025Vident Advisory LLC152,722$6.54M0.1%N/A2.727%
2/17/2025CoreCap Advisors LLC13,656$585K0.0%-4.0%0.244%
2/17/2025Cetera Investment Advisers15,787$676K0.0%-8.7%0.282%
2/17/2025Ameriprise Financial Inc.85,671$3.67M0.0%-20.5%1.530%
2/14/2025Jane Street Group LLC5,907$253K0.0%N/A0.105%
2/14/2025Susquehanna International Group LLP46,949$2.01M0.0%+40.1%0.838%
2/14/2025Optivise Advisory Services LLC6,407$274K0.1%+6.2%0.114%
2/13/2025United Capital Financial Advisors LLC8,800$377K0.0%N/A0.157%
2/13/2025LaSalle St. Investment Advisors LLC5,444$233K0.1%+10.7%0.097%
2/13/2025Belpointe Asset Management LLC37,824$1.63M0.1%-2.6%0.675%
(Data available from 1/1/2016 forward)

TPLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPLC shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Timothy Plan US Large/Mid Cap Core ETF. The most heavily invested institutionals were Christian Investment Advisors Inc. ($27.76M), Bare Financial Services Inc ($11.97M), LPL Financial LLC ($11.44M), Hill Island Financial LLC ($10.01M), Faithward Advisors LLC ($8.54M), Jones Financial Companies Lllp ($8.37M), and Geneos Wealth Management Inc. ($8.21M).Learn more on Timothy Plan US Large/Mid Cap Core ETF's institutional investors.

Which institutional investors have been buying Timothy Plan US Large/Mid Cap Core ETF's stock?

Of the 86 institutional investors that purchased Timothy Plan US Large/Mid Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Christian Investment Advisors Inc. ($647.90K), Silver Oak Securities Incorporated ($310.02K), Geneos Wealth Management Inc. ($207.23K), Jones Financial Companies Lllp ($196.11K), Vident Advisory LLC ($152.72K), International Assets Investment Management LLC ($129.20K), and EverSource Wealth Advisors LLC ($122.97K).

How much institutional buying is happening at Timothy Plan US Large/Mid Cap Core ETF?

Institutional investors have bought a total of 1,892,489 shares in the last 24 months. This purchase volume represents approximately $81.28M in transactions.

Which of Timothy Plan US Large/Mid Cap Core ETF's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Timothy Plan US Large/Mid Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($397.88K), O Connor Financial Group LLC ($168.00K), Creative Financial Designs Inc. ADV ($81.47K), Stewardship Advisors LLC ($62.57K), EverSource Wealth Advisors LLC ($61.93K), Christian Investment Advisors Inc. ($29.65K), and Ameriprise Financial Inc. ($22.10K).

How much institutional selling is happening at Timothy Plan US Large/Mid Cap Core ETF?

Institutional investors have sold a total of 913,326 shares in the last 24 months. This volume of shares sold represents approximately $39.62M in transactions.


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This page (NYSEARCA:TPLC) was last updated on 9/14/2025 by MarketBeat.com Staff
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