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

$45.22 +0.54 (+1.21%)
As of 04:10 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)
40
Total
Institutional Inflows
(last 12 months)
$36.67M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$18.87M
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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
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%
1/15/2025 Whitaker 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%
1/15/2025 Legacy Wealth Asset Management LLC51,005$2.18M0.6%-0.6%0.911%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.600$26K0.0%N/A0.011%
1/13/2025 HFG Wealth Management LLC18,371$808K0.5%-1.3%0.328%
1/13/2025 Brookstone Capital Management7,221$309K0.0%+40.2%0.129%
1/6/2025 O Connor Financial Group LLC200,142$8.57M4.5%+1.3%3.574%
11/15/2024MML Investors Services LLC7,295$321K0.0%+43.3%0.130%
11/14/2024CreativeOne Wealth LLC403,961$17.77M0.6%+1.0%7.214%
11/12/2024Larson Financial Group LLC3,174$140K0.0%+13.5%0.057%
11/12/2024StoneX Group Inc.17,925$789K0.1%+3.0%0.320%
11/8/2024EverSource Wealth Advisors LLC98,926$4.35M0.3%-22.1%1.767%
11/8/2024 Avior Wealth Management LLC4,012$177K0.0%+16.4%0.072%
11/7/2024OneAscent Wealth Management LLC6,645$292K0.1%N/A0.119%
11/1/2024Atria Investments Inc16,689$734K0.0%+4.3%0.298%
10/29/2024 TrueWealth Advisors LLC12,979$571K0.2%-48.5%0.232%
10/28/2024Creative Financial Designs Inc. ADV99,036$4.36M0.4%+2.8%1.769%
10/25/2024Strategic Blueprint LLC11,373$500K0.0%-5.2%0.203%
10/24/2024Sound Stewardship LLC15,076$663K0.4%-2.3%0.269%
10/24/2024J.W. Cole Advisors Inc.72,729$3.20M0.1%+1.4%1.299%
10/23/2024Silver Oak Securities Incorporated112,135$4.92M0.5%+7,915.4%2.002%
10/23/2024Values First Advisors Inc.4,405$194K0.1%N/A0.079%
10/22/2024 International Assets Investment Management LLC47,395$2.09M0.0%+4,308.8%0.846%
10/21/2024Vicus Capital17,501$770K0.1%+10.1%0.313%
10/21/2024Stewardship Advisors LLC80,094$3.52M1.0%+0.5%1.430%
10/18/2024 Whitaker Myers Wealth Managers LTD.7,881$347K0.1%+6.3%0.141%
10/17/2024Inspire Advisors LLC11,729$516K0.1%+21.2%0.209%
10/8/2024 O Connor Financial Group LLC197,660$8.70M4.6%-2.3%3.530%
10/8/2024 Brookstone Capital Management5,149$227K0.0%+7.6%0.092%
8/20/2024 HFG Wealth Management LLC18,622$756K0.5%-3.2%0.333%
8/16/2024Northwestern Mutual Wealth Management Co.21,536$874K0.0%+7.8%0.385%
8/14/2024CreativeOne Wealth LLC399,964$16.23M0.8%-8.0%7.142%
8/14/2024EverSource Wealth Advisors LLC126,929$5.37M0.3%+7.3%2.267%
8/10/2024Hill Island Financial LLC236,588$9.60M3.1%+0.5%4.225%
8/8/2024J.W. Cole Advisors Inc.71,718$2.91M0.1%-19.5%1.281%
8/8/2024Inspire Advisors LLC9,681$393K0.1%-92.7%0.173%
8/8/2024Frontier Asset Management LLC18,330$744K0.3%+6.3%0.327%
8/2/2024Larson Financial Group LLC2,797$113K0.0%+27.8%0.050%
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7/31/2024Aptus Capital Advisors LLC1,000$41K0.0%N/A0.018%
7/30/2024 International Assets Investment Management LLC1,075$44K0.0%N/A0.019%
7/27/2024 Whitaker Myers Wealth Managers LTD.7,413$301K0.1%+5.1%0.132%
7/26/2024Cambridge Investment Research Advisors Inc.74,812$3.04M0.0%+5.4%1.336%
7/25/2024First Heartland Consultants Inc.40,348$1.64M0.1%+105.9%0.721%
7/25/2024Sigma Investment Counselors Inc.14,092$572K0.0%N/A0.252%
7/24/2024 TrueWealth Advisors LLC25,216$1.02M0.4%+4.3%0.450%
7/24/2024Sound Stewardship LLC15,434$626K0.4%+8.5%0.276%
7/24/2024LVZ Inc.67,014$2.72M0.4%-3.7%1.197%
7/23/2024Geneos Wealth Management Inc.167,712$6.81M0.3%+6.2%2.995%
7/23/2024Vicus Capital15,898$645K0.1%+6.5%0.284%
7/18/2024 Brookstone Capital Management4,785$200K0.0%N/A0.085%
7/10/2024Stewardship Advisors LLC79,672$3.23M1.1%+256.5%1.423%
7/9/2024Mather Group LLC.1,000$42K0.0%N/A0.018%
6/28/2024 HFG Wealth Management LLC19,245$810K0.5%+4.2%0.344%
6/11/2024EverSource Wealth Advisors LLC118,288$4.70M0.4%+23.4%2.112%
5/24/2024Cetera Advisors LLC12,415$523K0.0%-8.8%0.222%
5/14/2024CreativeOne Wealth LLC434,599$18.30M0.7%+17.9%7.761%
5/8/2024Avantax Advisory Services Inc.13,255$558K0.0%+31.8%0.237%
5/8/2024Inspire Advisors LLC132,698$5.59M0.8%-21.6%2.370%
5/6/2024 Advisory Alpha LLC12,132$511K0.0%+22.4%0.217%
5/4/2024Geneos Wealth Management Inc.157,976$6.65M0.3%+10,039.7%2.821%
5/1/2024StoneX Group Inc.17,726$746K0.1%+1.9%0.317%
4/30/2024J.W. Cole Advisors Inc.89,124$3.75M0.2%+0.7%1.592%
4/25/2024Cambridge Investment Research Advisors Inc.71,007$2.99M0.0%+28.1%1.291%
4/24/2024Win 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%
4/23/2024Raymond 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%
4/17/2024Vicus Capital14,922$628K0.1%+8.0%0.271%
4/16/2024OneAscent 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%
2/9/2024Cambridge 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%
2/5/2024Win 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%
2/1/2024Vicus Capital13,816$528K0.1%+2.1%0.223%
1/30/2024 Avior 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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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1/23/2024 Advisory Alpha LLC9,913$379K0.0%N/A0.160%
1/23/2024LVZ Inc.71,043$2.72M0.4%+0.8%1.146%
1/18/2024Symphony 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%
1/16/2024Raymond 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%
1/11/2024OneAscent Financial Services LLC5,517$211K0.0%N/A0.089%
(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, 68 institutional investors and hedge funds held shares of Timothy Plan US Large/Mid Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($18.14M), CreativeOne Wealth LLC ($17.77M), Hill Island Financial LLC ($9.60M), O Connor Financial Group LLC ($8.57M), Geneos Wealth Management Inc. ($7.49M), LPL Financial LLC ($5.14M), and Silver Oak Securities Incorporated ($4.92M).Learn more on TPLC's institutional investors.

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

Of the 62 institutional investors that purchased Timothy Plan US Large/Mid Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silver Oak Securities Incorporated ($335.12K), O Connor Financial Group LLC ($327.67K), CreativeOne Wealth LLC ($176.48K), Geneos Wealth Management Inc. ($168.40K), International Assets Investment Management LLC ($129.20K), EverSource Wealth Advisors LLC ($126.30K), and LPL Financial LLC ($125.89K).

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

Institutional investors have bought a total of 2,160,556 shares in the last 24 months. This purchase volume represents approximately $80.81M in transactions.

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

Of the 30 institutional investors that sold Timothy Plan US Large/Mid Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Inspire Advisors LLC ($159.58K), O Connor Financial Group LLC ($114.70K), Ambassador Advisors LLC ($107.96K), Silver Oak Securities Incorporated ($78.07K), Stewardship Advisors LLC ($62.57K), Atria Investments Inc ($41.91K), and CreativeOne Wealth LLC ($34.64K).

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

Institutional investors have sold a total of 751,989 shares in the last 24 months. This volume of shares sold represents approximately $29.12M in transactions.



This page (NYSEARCA:TPLC) was last updated on 1/21/2025 by MarketBeat.com Staff
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