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

$50.58 -0.12 (-0.24%)
As of 04:10 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)
66
Total
Institutional Inflows
(last 12 months)
$26.87M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$24.61M
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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
8/28/2026 Cornerstone Financial Management LLC41,296$2.08M1.7%-10.6%0.678%
8/21/2026 Sound Financial Strategies Group LLC78,396$3.95M2.5%+1.9%1.287%
7/9/2026 Financial Advisory Corp23,230$1.17M0.2%-5.9%0.385%
7/8/2026 First Heartland Consultants Inc.75,184$3.79M0.2%+5.5%1.245%
7/7/2026 CoreCap Advisors LLC18,400$926K0.0%+6.9%0.305%
5/18/2026Sunbelt Securities Inc.10,298$478K0.0%-9.0%0.140%
5/18/2026 EverSource Wealth Advisors LLC50,510$2.35M0.1%-15.8%0.688%
5/13/2026 Cetera Investment Advisers62,988$2.93M0.0%+5.2%0.858%
5/8/2026 PNC Financial Services Group Inc.3,140$146K0.0%-38.2%0.043%
5/5/2026 Geneos Wealth Management Inc.191,301$8.88M0.2%+3.8%2.606%
4/30/2026 Kestra Advisory Services LLC19,098$887K0.0%-5.3%0.260%
4/28/2026 LVZ Inc.86,077$4.00M0.5%+1.2%1.173%
4/27/2026 World Investment Advisors10,703$497K0.0%-2.9%0.147%
4/23/2026 Vicus Capital28,058$1.30M0.1%+9.2%0.382%
4/21/2026 LifeWealth Investments LLC12,563$583K0.2%+36.2%0.172%
4/21/2026 Silver Oak Securities Incorporated7,821$363K0.0%-90.8%0.107%
4/20/2026 Kestra Private Wealth Services LLC6,957$323K0.0%-5.6%0.095%
4/17/2026 AdvisorNet Financial Inc2,844$132K0.0%+12.9%0.039%
4/17/2026 Values First Advisors Inc.13,453$625K0.3%+8.5%0.185%
4/16/2026 Kavar Capital Partners Group LLC9,606$446K0.1%+7.9%0.132%
3/13/2026 World Investment Advisors11,028$501K0.0%N/A0.153%
3/4/2026 SHP Wealth Management1,413$64K0.0%N/A0.020%
2/20/2026Sunbelt Securities Inc.11,317$514K0.0%N/A0.157%
2/17/2026 Cetera Investment Advisers59,901$2.72M0.0%+20.1%0.833%
2/17/2026 Osaic Holdings Inc.18,179$826K0.0%+22.2%0.253%
2/17/2026 Regal Investment Advisors LLC7,315$332K0.0%N/A0.102%
2/17/2026 Opal Capital LLC4,236$205K0.1%N/A0.059%
2/17/2026 Faithward Advisors LLC185,344$8.42M1.2%-2.0%2.578%
2/16/2026 Cornerstone Financial Management LLC45,097$2.05M1.9%N/A0.627%
2/16/2026 Arax Advisory Partners917$42K0.0%N/A0.013%
2/16/2026 Arkos Global Advisors4,640$211K0.0%N/A0.065%
2/13/2026 Kestra Advisory Services LLC20,171$917K0.0%-22.5%0.281%
2/12/2026 Commonwealth Equity Services LLC13,568$617K0.0%+8.0%0.189%
2/12/2026 Forge Financial Services LLC4,481$204K0.1%N/A0.062%
2/11/2026 Smithbridge Asset Management Inc. DE7,036$320K0.0%N/A0.098%
2/11/2026 Winnow Wealth LLC2,779$128K0.1%N/A0.039%
2/11/2026 LPL Financial LLC334,046$15.18M0.0%+12.5%4.646%
2/11/2026 OneAscent Wealth Management LLC7,031$320K0.1%-62.6%0.098%
2/11/2026 OneAscent Financial Services LLC22,258$1.01M0.1%-30.3%0.310%
2/11/2026 J.W. Cole Advisors Inc.80,925$3.68M0.1%+10.7%1.126%
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2/10/2026 Goldman Sachs Group Inc.17,247$784K0.0%+2.8%0.240%
2/10/2026 Northwestern Mutual Wealth Management Co.30,159$1.37M0.0%+12.3%0.419%
2/10/2026 Foundations Investment Advisors LLC13,455$612K0.0%+24.7%0.187%
2/6/2026 EverSource Wealth Advisors LLC59,969$2.73M0.1%-18.0%0.834%
2/6/2026 Plan A Wealth LLC6,786$308K0.2%-28.0%0.094%
2/6/2026 Bare Financial Services Inc204,934$9.31M2.6%+2.8%2.850%
2/6/2026 IFP Advisors Inc2,909$132K0.0%+18.4%0.040%
2/6/2026 Creative Financial Designs Inc. ADV56,341$2.56M0.2%+22.1%0.784%
2/6/2026 3EDGE Asset Management LP5,646$257K0.0%-10.3%0.079%
2/6/2026 Larson Financial Group LLC4,016$183K0.0%+25.9%0.056%
2/5/2026 Allworth Financial LP23,770$1.08M0.0%+12.5%0.331%
2/4/2026 Independent Advisor Alliance5,072$231K0.0%N/A0.071%
2/4/2026 World Investment Advisors11,028$501K0.0%N/A0.153%
2/4/2026 Win Advisors Inc.16,706$759K0.3%-50.0%0.232%
2/4/2026 49 Wealth Management LLC6,877$313K0.0%-78.5%0.096%
2/3/2026 Sound Financial Strategies Group LLC62,204$2.83M2.0%+4.0%0.865%
2/3/2026 Black Diamond Financial LLC7,800$355K0.0%N/A0.108%
2/2/2026 Benjamin Edwards Inc.35,499$1.61M0.0%N/A0.494%
2/2/2026 LVZ Inc.85,043$3.87M0.4%+0.9%1.183%
1/30/2026 Sigma Planning Corp5,551$252K0.0%+9.3%0.077%
1/30/2026 Turning Point Benefit Group Inc.46,248$2.10M1.1%+40.6%0.643%
1/30/2026 Strategic Blueprint LLC5,454$248K0.0%-36.6%0.076%
1/30/2026 Values First Advisors Inc.12,397$563K0.3%+20.0%0.172%
1/30/2026 Sound Stewardship LLC17,189$781K0.4%+20.8%0.239%
1/28/2026 N.E.W. Advisory Services LLC867$39K0.0%+100.7%0.012%
1/28/2026 Geneos Wealth Management Inc.184,292$8.38M0.2%+1.0%2.581%
1/27/2026 Financial Advisory Corp23,885$1.09M0.2%+6.5%0.335%
1/26/2026 LifeWealth Investments LLC9,223$419K0.1%N/A0.129%
1/26/2026 O Connor Financial Group LLC38,252$1.81M0.7%+1.9%0.536%
1/23/2026 Farther Finance Advisors LLC5,649$257K0.0%+71.0%0.079%
1/23/2026 Assetmark Inc.4,340$197K0.0%+350.2%0.061%
1/22/2026 Christian Investment Advisors Inc.527,374$23.97M19.4%+5.8%7.386%
1/22/2026 Vicus Capital25,684$1.17M0.1%+3.4%0.360%
1/20/2026 Kavar Capital Partners Group LLC8,906$405K0.1%+6.6%0.125%
1/16/2026 HFG Wealth Management LLC4,997$227K0.1%N/A0.070%
1/15/2026 Silver Oak Securities Incorporated85,333$3.92M0.3%+7.7%1.204%
1/15/2026 Brookstone Capital Management7,588$345K0.0%+8.5%0.107%
1/13/2026 CoreCap Advisors LLC12,046$547K0.0%-9.9%0.171%
1/12/2026 Founders Grove Wealth Partners LLC11,205$509K0.1%+16.2%0.159%
1/9/2026 First Heartland Consultants Inc.70,817$3.22M0.2%+42.7%1.013%
1/9/2026 BOS Asset Management LLC22,838$1.04M0.3%N/A0.327%
1/8/2026 Wealth Enhancement Advisory Services LLC5,126$240K0.0%N/A0.073%
1/7/2026 TrueWealth Advisors LLC39,858$1.81M0.5%+7.8%0.570%
12/2/2025 Allworth Financial LP21,129$978K0.0%+15.7%0.302%
11/19/2025 Faithward Advisors LLC189,069$8.75M1.3%-0.6%2.705%
11/17/2025 Turning Point Benefit Group Inc.32,895$1.52M0.9%-4.0%0.471%
11/17/2025 United Capital Financial Advisors LLC35,547$1.65M0.0%+28.4%0.509%
11/17/2025 Susquehanna International Group LLP42,685$1.98M0.0%+55.6%0.611%
11/17/2025 Northwestern Mutual Wealth Management Co.26,864$1.24M0.0%+2.4%0.384%
11/17/2025 Ameriprise Financial Inc.118,508$5.49M0.0%+1.1%1.695%
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11/14/2025 Raymond James Financial Inc.47,600$2.20M0.0%+4.9%0.681%
11/14/2025 Nicolet Bankshares Inc.4,544$210K0.0%N/A0.065%
11/12/2025 49 Wealth Management LLC31,947$1.48M0.1%-15.4%0.457%
11/12/2025 Creative Financial Designs Inc. ADV46,150$2.14M0.1%+14.2%0.660%
11/12/2025 Bare Financial Services Inc199,419$9.23M2.8%-25.2%2.853%
11/10/2025 EverSource Wealth Advisors LLC73,157$3.39M0.1%-10.6%1.047%
11/7/2025 PNC Financial Services Group Inc.5,162$239K0.0%+453.3%0.074%
11/6/2025 Assetmark Inc.964$45K0.0%N/A0.014%
11/6/2025 Plan A Wealth LLC9,430$437K0.2%-59.2%0.135%
11/5/2025 Envestnet Asset Management Inc.14,554$674K0.0%+36.1%0.208%


TPLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 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. ($23.97M), LPL Financial LLC ($15.18M), Hill Island Financial LLC ($10.01M), Bare Financial Services Inc ($9.31M), Geneos Wealth Management Inc. ($8.88M), Faithward Advisors LLC ($8.42M), and Vident Advisory LLC ($6.54M).Learn more on Timothy Plan US Large/Mid Cap Core ETF's institutional investors.

Of the 99 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. ($676.75K), Jones Financial Companies Lllp ($198.39K), Silver Oak Securities Incorporated ($177.68K), Vident Advisory LLC ($152.72K), Raymond James Financial Inc. ($96.66K), Bare Financial Services Inc ($70.31K), and Sowell Financial Services LLC ($64.20K).

Institutional investors have bought a total of 586,636 shares in the last 24 months. This purchase volume represents approximately $26.87M in transactions.

Of the 27 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: Silver Oak Securities Incorporated ($149.73K), Christian Investment Advisors Inc. ($119.72K), Bare Financial Services Inc ($67.20K), OneAscent Financial Services LLC ($51.75K), EverSource Wealth Advisors LLC ($31.31K), 49 Wealth Management LLC ($30.88K), and Win Advisors Inc. ($16.73K).

Institutional investors have sold a total of 532,366 shares in the last 24 months. This volume of shares sold represents approximately $24.61M in transactions.


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Institutional ownership data for NYSEARCA:TPLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/28/2026. New 13F filings are added each quarter as they're published.
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