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

$43.21
+0.14 (+0.33%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$41.63M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$18.35M
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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
11/1/2024 Atria Investments Inc16,689$734K0.0%+4.3%0.298%
10/29/2024 TrueWealth Advisors LLC12,979$571K0.2%-48.5%0.232%
10/28/2024 Creative Financial Designs Inc. ADV99,036$4.36M0.4%+2.8%1.769%
10/25/2024 Strategic Blueprint LLC11,373$500K0.0%-5.2%0.203%
10/24/2024 Sound Stewardship LLC15,076$663K0.4%-2.3%0.269%
10/24/2024 J.W. Cole Advisors Inc.72,729$3.20M0.1%+1.4%1.299%
10/23/2024 Silver Oak Securities Incorporated112,135$4.92M0.5%+7,915.4%2.002%
10/23/2024 Values 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%
10/21/2024 Vicus Capital17,501$770K0.1%+10.1%0.313%
10/21/2024 Stewardship Advisors LLC80,094$3.52M1.0%+0.5%1.430%
10/18/2024Whitaker 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%
8/10/2024 Hill Island Financial LLC236,588$9.60M3.1%+0.5%4.225%
8/8/2024 J.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%
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%
7/27/2024Whitaker Myers Wealth Managers LTD.7,413$301K0.1%+5.1%0.132%
7/26/2024 Cambridge 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%
7/25/2024 Sigma Investment Counselors Inc.14,092$572K0.0%N/A0.252%
7/24/2024 TrueWealth Advisors LLC25,216$1.02M0.4%+4.3%0.450%
7/24/2024 Sound Stewardship LLC15,434$626K0.4%+8.5%0.276%
7/24/2024 LVZ 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%
7/23/2024 Vicus Capital15,898$645K0.1%+6.5%0.284%
7/18/2024 Brookstone Capital Management4,785$200K0.0%N/A0.085%
7/10/2024 Stewardship Advisors LLC79,672$3.23M1.1%+256.5%1.423%
7/9/2024 Mather 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%
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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%
5/6/2024Advisory 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%
4/30/2024 J.W. Cole Advisors Inc.89,124$3.75M0.2%+0.7%1.592%
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%
4/23/2024Raymond 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%
4/17/2024 Vicus Capital14,922$628K0.1%+8.0%0.271%
4/16/2024OneAscent Wealth Management LLC6,710$283K0.1%N/A0.122%
4/12/2024Whitaker 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%
2/8/2024 Financial 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%
2/5/2024 Silver 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%
1/18/2024 Hill Island Financial LLC317,683$12.14M4.1%-2.2%5.124%
1/18/2024Well Done LLC5,771$221K0.0%N/A0.093%
1/17/2024 O Connor Financial Group LLC321,228$12.28M7.6%-1.2%5.181%
1/17/2024 Sound 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%
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%
1/10/2024 Creative Financial Designs Inc. ADV89,691$3.43M0.3%-1.6%1.447%
11/20/2023 Silver Oak Securities Incorporated7,845$270K0.1%-90.9%0.127%
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%
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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%
10/26/2023 Sound Stewardship LLC6,340$219K0.1%N/A0.102%
(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, 66 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 ($16.23M), Hill Island Financial LLC ($9.60M), O Connor Financial Group LLC ($8.70M), Geneos Wealth Management Inc. ($6.81M), EverSource Wealth Advisors LLC ($5.37M), and LPL Financial LLC ($5.14M).Learn more on TPLC's institutional investors.

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

Of the 61 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 ($325.19K), Ambassador Advisors LLC ($207.57K), CreativeOne Wealth LLC ($181.28K), Geneos Wealth Management Inc. ($167.89K), International Assets Investment Management LLC ($129.20K), and EverSource Wealth Advisors LLC ($126.30K).

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

Institutional investors have bought a total of 2,368,700 shares in the last 24 months. This purchase volume represents approximately $86.80M in transactions.

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

Of the 29 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), Atria Investments Inc ($41.91K), CreativeOne Wealth LLC ($34.64K), and Frontier Asset Management LLC ($20.80K).

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

Institutional investors have sold a total of 665,433 shares in the last 24 months. This volume of shares sold represents approximately $25.34M in transactions.



This page (NYSEARCA:TPLC) was last updated on 11/5/2024 by MarketBeat.com Staff
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