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

$45.65 +0.26 (+0.57%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Timothy Plan US Large/Mid Cap Core ETF (NYSEARCA:TPLC)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$82.07M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$34.01M
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TPLC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 TrueWealth Advisors LLC35,886$1.61M0.5%+1.2%0.528%
6/27/2025Goldman 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%
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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%
4/10/2025 TrueWealth 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%
2/13/2025CreativeOne Wealth LLC289,396$12.40M0.4%-28.4%5.168%
2/13/2025Raymond James Financial Inc.47,219$2.02M0.0%N/A0.843%
2/13/2025Faithward Advisors LLC193,826$8.30M1.4%-1.1%3.461%
2/13/2025Envestnet Asset Management Inc.9,053$388K0.0%+5.1%0.162%
2/12/2025Arete Wealth Advisors LLC4,943$212K0.0%N/A0.088%
2/11/2025Hill Island Financial LLC243,218$10.42M3.0%+1.2%4.343%
2/11/2025LPL Financial LLC256,808$11.00M0.0%+5.0%4.586%
2/10/2025Creative Financial Designs Inc. ADV105,325$4.51M0.4%+6.4%1.881%
2/10/2025Commonwealth Equity Services LLC14,911$639K0.0%+17.3%0.266%
2/10/2025Avantax Advisory Services Inc.16,192$693K0.0%-1.9%0.289%
2/10/2025Bare Financial Services Inc225,539$9.66M3.9%+11.8%4.027%
2/10/2025EverSource Wealth Advisors LLC115,740$4.96M0.3%+17.0%2.067%
2/7/2025Inspire Advisors LLC7,971$341K0.0%-32.0%0.142%
2/7/2025Frontier Asset Management LLC14,473$620K0.2%+1.9%0.258%
2/6/2025Raymond James Financial Inc.47,219$2.02M0.0%N/A0.843%
2/6/2025Sound Financial Strategies Group LLC20,358$872K0.7%-2.3%0.364%
2/6/2025LVZ Inc.67,604$2.90M0.4%+2.0%1.207%
2/6/2025Jones Financial Companies Lllp3,339$143K0.0%+223.2%0.060%
2/5/2025Christian Investment Advisors Inc.643,049$27.54M19.9%N/A11.483%
2/4/2025Midwest Capital Advisors LLC2,798$120K0.1%N/A0.050%
2/3/2025Sigma Planning Corp5,073$217K0.0%-5.5%0.091%
2/3/2025Turning Point Benefit Group Inc.18,139$781K0.7%N/A0.324%
1/31/20253EDGE Asset Management LP5,788$248K0.0%N/A0.103%
1/31/2025Venturi Wealth Management LLC917$39K0.0%+102.9%0.016%
1/31/2025J.W. Cole Advisors Inc.71,334$3.06M0.1%-1.9%1.274%
1/30/2025Allworth Financial LP4,714$213K0.0%N/A0.084%
1/30/2025Vicus Capital18,224$781K0.1%+4.1%0.325%
1/29/2025Values First Advisors Inc.8,344$357K0.2%+89.4%0.149%
1/29/2025Comprehensive Financial Planning Inc. PA814$35K0.0%N/A0.015%
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1/27/2025Silver Oak Securities Incorporated121,566$5.22M0.5%+8.4%2.171%
1/27/2025Financial Advocates Investment Management12,839$550K0.0%+3.4%0.229%
1/27/2025Win Advisors Inc.27,207$1.17M0.6%+23.5%0.486%
1/24/2025HHM Wealth Advisors LLC4,427$190K0.0%+23.8%0.079%
1/23/2025Strategic Blueprint LLC13,401$574K0.0%+17.8%0.239%
1/22/2025Blue Trust Inc.663$29K0.0%+204.1%0.012%
1/21/2025Stewardship Advisors LLC17,525$751K0.2%-78.1%0.313%
1/21/2025Geneos Wealth Management Inc.174,781$7.49M0.3%+0.3%3.121%
1/15/2025Whitaker Myers Wealth Managers LTD.9,952$426K0.1%+26.3%0.178%
1/15/2025 TrueWealth Advisors LLC14,870$637K0.2%+14.6%0.266%
(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, 90 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. ($28.39M), LPL Financial LLC ($11.44M), Bare Financial Services Inc ($10.77M), Hill Island Financial LLC ($10.01M), Jones Financial Companies Lllp ($8.37M), Faithward Advisors LLC ($8.15M), and O Connor Financial Group LLC ($7.63M).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 84 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 ($362.32K), Geneos Wealth Management Inc. ($201.52K), Jones Financial Companies Lllp ($196.11K), CreativeOne Wealth LLC ($162.62K), Vident Advisory LLC ($152.72K), and EverSource Wealth Advisors LLC ($143.11K).

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

Institutional investors have bought a total of 1,922,837 shares in the last 24 months. This purchase volume represents approximately $82.07M in transactions.

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

Of the 25 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 ($432.52K), Inspire Advisors LLC ($128.71K), Stewardship Advisors LLC ($62.57K), EverSource Wealth Advisors LLC ($58.58K), O Connor Financial Group LLC ($24.93K), Ameriprise Financial Inc. ($22.10K), and J.W. Cole Advisors Inc. ($18.80K).

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

Institutional investors have sold a total of 805,551 shares in the last 24 months. This volume of shares sold represents approximately $34.01M in transactions.



This page (NYSEARCA:TPLC) was last updated on 7/5/2025 by MarketBeat.com Staff
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