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

$40.18
+0.03 (+0.07%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$38.23M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$10.78M
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TPLC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.71,007$2.99M0.0%+28.1%1.291%
4/24/2024 Win Advisors Inc.27,615$1.16M0.5%+2.3%0.502%
4/23/2024 TrueWealth Advisors LLC24,168$1.02M0.4%+2.8%0.439%
4/23/2024 Raymond James Financial Services Advisors Inc.42,193$1.78M0.0%+2.4%0.767%
4/19/2024 Legacy Wealth Asset Management LLC50,249$2.12M0.6%+6.1%0.914%
4/17/2024 Vicus Capital14,922$628K0.1%+8.0%0.271%
4/16/2024 OneAscent Wealth Management LLC6,710$283K0.1%N/A0.122%
4/12/2024 Whitaker Myers Wealth Managers LTD.7,051$297K0.1%N/A0.114%
4/11/2024 O Connor Financial Group LLC215,083$9.06M5.4%-33.0%3.469%
2/20/2024Polen Capital Management LLC15,147$579K0.0%-5.5%0.244%
2/13/2024Belpointe Asset Management LLC28,646$1.10M0.1%-5.8%0.462%
2/13/2024Polen Capital Management LLC15,147$579K0.0%-5.5%0.244%
2/9/2024 Cambridge Investment Research Advisors Inc.55,445$2.12M0.0%-21.2%0.894%
2/9/2024EverSource Wealth Advisors LLC95,823$3.66M0.3%+41.4%1.546%
2/9/2024CreativeOne Wealth LLC368,485$14.08M0.9%+1.4%5.943%
2/8/2024Financial Advocates Investment Management12,636$483K0.0%+7.0%0.204%
2/7/2024Avantax Advisory Services Inc.10,059$384K0.0%-26.4%0.162%
2/6/2024Bare Financial Services Inc11,441$437K0.9%N/A0.185%
2/5/2024 Win Advisors Inc.27,004$1.03M0.5%+12.2%0.436%
2/5/2024Silver Oak Securities Incorporated146,305$5.59M0.8%+1,764.9%2.360%
2/2/2024Atria Wealth Solutions Inc.31,130$1.19M0.0%-1.2%0.502%
2/1/2024 Vicus Capital13,816$528K0.1%+2.1%0.223%
1/30/2024Avior Wealth Management LLC3,433$131K0.0%+8.2%0.055%
1/26/2024Geneos Wealth Management Inc.1,558$60K0.0%+104.2%0.025%
1/25/2024 International Assets Investment Management LLC40,902$1.56M0.0%N/A0.660%
1/24/2024 International Assets Investment Management LLC40,902$1.56M0.0%N/A0.660%
1/23/2024Advisory Alpha LLC9,913$379K0.0%N/A0.160%
1/23/2024 LVZ Inc.71,043$2.72M0.4%+0.8%1.146%
1/18/2024 Symphony Financial Ltd. Co.7,445$280K0.1%+9.1%0.120%
1/18/2024Hill Island Financial LLC317,683$12.14M4.1%-2.2%5.124%
1/18/2024 Well Done LLC5,771$221K0.0%N/A0.093%
1/17/2024 O Connor Financial Group LLC321,228$12.28M7.6%-1.2%5.181%
1/17/2024Sound Stewardship LLC13,248$506K0.3%+109.0%0.214%
1/16/2024 Raymond James Financial Services Advisors Inc.41,208$1.58M0.0%+2.2%0.665%
1/16/2024CoreCap Advisors LLC13,445$514K0.0%-2.7%0.217%
1/11/2024 OneAscent Financial Services LLC5,517$211K0.0%N/A0.089%
1/11/2024 Stewardship Advisors LLC22,240$850K0.3%N/A0.359%
1/11/2024 Legacy Wealth Asset Management LLC47,358$1.81M0.6%+4.9%0.764%
1/10/2024Creative Financial Designs Inc. ADV89,691$3.43M0.3%-1.6%1.447%
11/20/2023Silver Oak Securities Incorporated7,845$270K0.1%-90.9%0.127%
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11/13/2023LPL Financial LLC148,992$5.14M0.0%+67.3%2.403%
11/13/2023Frontier Asset Management LLC25,013$862K0.4%-21.5%0.403%
11/13/2023Polen Capital Management LLC16,025$552K0.0%+10.2%0.258%
11/9/2023Oliver Lagore Vanvalin Investment Group5,198$179K0.1%+139.2%0.084%
11/8/2023Atria Wealth Solutions Inc.31,505$1.09M0.0%+25.8%0.508%
11/8/2023Avantax Advisory Services Inc.13,670$471K0.0%+47.9%0.220%
11/7/2023 TrueWealth Advisors LLC24,084$830K0.4%+11.2%0.388%
11/4/2023EverSource Wealth Advisors LLC67,762$2.34M0.2%+226.2%1.093%
11/4/2023HHM Wealth Advisors LLC3,714$128K0.0%+17.4%0.060%
11/1/2023 Legacy Wealth Asset Management LLC45,138$1.56M0.6%+2.8%0.728%
10/30/2023 Win Advisors Inc.24,068$830K0.4%N/A0.388%
10/26/2023Sound Stewardship LLC6,340$219K0.1%N/A0.102%
10/24/2023J.W. Cole Advisors Inc.88,334$3.05M0.2%+4.8%1.425%
10/24/2023 Raymond James Financial Services Advisors Inc.40,322$1.39M0.0%+4.7%0.650%
10/24/2023 Cambridge Investment Research Advisors Inc.70,364$2.43M0.0%+9.2%1.135%
10/23/2023 Vicus Capital13,537$467K0.0%+14.3%0.218%
10/23/2023Commonwealth Equity Services LLC7,384$255K0.0%N/A0.119%
10/20/2023 O Connor Financial Group LLC325,191$11.21M7.7%+2.4%5.245%
10/17/2023CreativeOne Wealth LLC363,479$12.53M0.9%+2.8%5.863%
10/16/2023Hill Island Financial LLC324,704$11.19M4.4%-0.3%5.237%
10/13/2023 S.A. Mason LLC1,500$52K0.0%N/A0.024%
10/11/2023Geneos Wealth Management Inc.763$26K0.0%+88.4%0.012%
10/11/2023AE Wealth Management LLC7,423$256K0.0%+25.9%0.120%
9/7/2023 Strategic Financial Concepts LLC7,615$274K0.1%-7.3%0.123%
8/17/2023 Vicus Capital11,839$426K0.0%+31.2%0.191%
8/16/2023CreativeOne Wealth LLC353,649$12.72M0.6%+28.1%5.704%
8/10/2023Cetera Advisor Networks LLC45,531$1.64M0.0%+11.1%0.734%
8/9/2023Hill Island Financial LLC325,568$11.71M4.4%+0.1%5.251%
8/4/2023 Legacy Wealth Asset Management LLC43,912$1.58M0.6%-1.2%0.708%
8/4/2023Atria Investments Inc110,948$3.99M0.1%-17.2%1.789%
8/4/2023EverSource Wealth Advisors LLC20,771$747K0.1%+3,186.6%0.335%
8/3/2023Atria Wealth Solutions Inc.25,050$901K0.0%+9.9%0.404%
8/3/2023Larson Financial Group LLC2,178$78K0.0%+30.3%0.035%
8/2/2023 Values First Advisors Inc.4,812$173K0.1%+56.1%0.078%
8/2/2023Nemes Rush Group LLC1,145$41K0.0%N/A0.018%
8/2/2023Silver Oak Securities Incorporated85,919$3.09M0.5%+249.9%1.386%
8/2/2023Sigma Planning Corp30,521$1.10M0.0%+2.4%0.492%
7/31/2023LPL Financial LLC89,046$3.20M0.0%+124.5%1.436%
7/31/2023 TrueWealth Advisors LLC21,668$780K0.3%+95.1%0.374%
7/28/2023 Bank of New Hampshire900$32K0.0%N/A0.016%
7/27/2023J.W. Cole Advisors Inc.84,293$3.03M0.2%+0.9%1.453%
7/26/2023First Heartland Consultants Inc.6,722$242K0.0%-16.2%0.116%
7/26/2023Creative Financial Designs Inc. ADV81,841$2.94M0.3%+203.3%1.411%
7/25/2023 Raymond James Financial Services Advisors Inc.38,509$1.39M0.0%+10.9%0.664%
7/14/2023 O Connor Financial Group LLC317,498$11.42M7.9%+10.5%5.474%
7/13/2023 Cambridge Investment Research Advisors Inc.64,436$2.32M0.0%+13.3%1.111%
7/10/2023AE Wealth Management LLC5,898$212K0.0%N/A0.102%
5/22/2023Arete Wealth Advisors LLC17,737$611K0.0%N/A0.303%
5/11/2023Financial Advocates Investment Management10,716$369K0.0%+7.6%0.183%
5/10/2023Atria Investments Inc133,949$4.61M0.1%-12.4%2.290%
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Find out why right here (and see what you can do to get in too with just a few dollars).
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC3,158$109K0.0%N/A0.054%
5/10/2023Frontier Asset Management LLC31,803$1.10M0.5%+84.0%0.544%
5/8/2023Sigma Planning Corp29,799$1.03M0.0%+1.7%0.509%
5/5/2023Silver Oak Securities Incorporated24,558$846K0.1%N/A0.420%
5/4/2023Hill Island Financial LLC325,138$11.06M4.5%-2.1%5.558%
5/3/2023 Symphony Financial Ltd. Co.6,664$227K0.1%N/A0.114%
5/3/2023J.W. Cole Advisors Inc.83,578$2.88M0.2%+3.2%1.429%
5/2/2023 Vicus Capital9,024$311K0.0%N/A0.154%
5/2/2023 Venturi Wealth Management LLC3,174$109K0.0%N/A0.054%
5/1/2023Arete Wealth Advisors LLC17,737$610.97B0.0%N/A0.303%
(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, 60 institutional investors and hedge funds held shares of Timothy Plan US Large Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($18.14M), CreativeOne Wealth LLC ($14.08M), Hill Island Financial LLC ($12.14M), O Connor Financial Group LLC ($9.06M), Silver Oak Securities Incorporated ($5.59M), LPL Financial LLC ($5.14M), and Atria Investments Inc ($3.99M).Learn more on TPLC's institutional investors.

Which institutional investors have been buying Timothy Plan US Large Cap Core ETF stock?

Of the 58 institutional investors that purchased Timothy Plan US Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: O Connor Financial Group LLC ($325.19K), Silver Oak Securities Incorporated ($224.38K), Ambassador Advisors LLC ($207.57K), LPL Financial LLC ($125.89K), CreativeOne Wealth LLC ($115.17K), Atria Investments Inc ($98.35K), and EverSource Wealth Advisors LLC ($95.19K).

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

Institutional investors have bought a total of 2,023,091 shares in the last 24 months. This purchase volume represents approximately $70.24M in transactions.

Which Timothy Plan US Large Cap Core ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Timothy Plan US Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: O Connor Financial Group LLC ($110.11K), Ambassador Advisors LLC ($107.96K), Silver Oak Securities Incorporated ($78.07K), Atria Investments Inc ($41.91K), Atria Investments LLC ($21.16K), Frontier Asset Management LLC ($20.80K), and Cambridge Investment Research Advisors Inc. ($15.78K).

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

Institutional investors have sold a total of 471,545 shares in the last 24 months. This volume of shares sold represents approximately $16.97M in transactions.


This page (NYSEARCA:TPLC) was last updated on 4/26/2024 by MarketBeat.com Staff

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