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

$43.05 -0.02 (-0.05%)
As of 03/25/2025 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)
63
Total
Institutional Inflows
(last 12 months)
$72.14M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$24.36M
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TPLC Institutional Buying and Selling by Quarter

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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
2/26/2025 Financial Advisory Corp17,853$765K0.1%N/A0.300%
2/18/2025 First Heartland Consultants Inc.52,695$2.26M0.2%+29.9%0.941%
2/17/2025 Vident Advisory LLC152,722$6.54M0.1%N/A2.727%
2/17/2025 CoreCap Advisors LLC13,656$585K0.0%-4.0%0.244%
2/17/2025 Cetera Investment Advisers15,787$676K0.0%-8.7%0.282%
2/17/2025 Ameriprise Financial Inc.85,671$3.67M0.0%-20.5%1.530%
2/14/2025 Jane Street Group LLC5,907$253K0.0%N/A0.105%
2/14/2025 Susquehanna International Group LLP46,949$2.01M0.0%+40.1%0.838%
2/14/2025 Optivise Advisory Services LLC6,407$274K0.1%+6.2%0.114%
2/13/2025 United Capital Financial Advisors LLC8,800$377K0.0%N/A0.157%
2/13/2025 LaSalle St. Investment Advisors LLC5,444$233K0.1%+10.7%0.097%
2/13/2025 Belpointe Asset Management LLC37,824$1.63M0.1%-2.6%0.675%
2/13/2025 CreativeOne Wealth LLC289,396$12.40M0.4%-28.4%5.168%
2/13/2025 Raymond James Financial Inc.47,219$2.02M0.0%N/A0.843%
2/13/2025 Faithward Advisors LLC193,826$8.30M1.4%-1.1%3.461%
2/13/2025 Envestnet Asset Management Inc.9,053$388K0.0%+5.1%0.162%
2/12/2025 Arete Wealth Advisors LLC4,943$212K0.0%N/A0.088%
2/11/2025 Hill Island Financial LLC243,218$10.42M3.0%+1.2%4.343%
2/11/2025 LPL Financial LLC256,808$11.00M0.0%+5.0%4.586%
2/10/2025 Creative Financial Designs Inc. ADV105,325$4.51M0.4%+6.4%1.881%
2/10/2025 Commonwealth Equity Services LLC14,911$639K0.0%+17.3%0.266%
2/10/2025 Avantax Advisory Services Inc.16,192$693K0.0%-1.9%0.289%
2/10/2025 Bare Financial Services Inc225,539$9.66M3.9%+11.8%4.027%
2/10/2025 EverSource Wealth Advisors LLC115,740$4.96M0.3%+17.0%2.067%
2/7/2025 Inspire Advisors LLC7,971$341K0.0%-32.0%0.142%
2/7/2025 Frontier Asset Management LLC14,473$620K0.2%+1.9%0.258%
2/6/2025 Raymond James Financial Inc.47,219$2.02M0.0%N/A0.843%
2/6/2025 Sound Financial Strategies Group LLC20,358$872K0.7%-2.3%0.364%
2/6/2025 LVZ Inc.67,604$2.90M0.4%+2.0%1.207%
2/6/2025 Jones Financial Companies Lllp3,339$143K0.0%+223.2%0.060%
2/5/2025 Christian Investment Advisors Inc.643,049$27.54M19.9%N/A11.483%
2/4/2025 Midwest Capital Advisors LLC2,798$120K0.1%N/A0.050%
2/3/2025 Sigma Planning Corp5,073$217K0.0%-5.5%0.091%
2/3/2025 Turning Point Benefit Group Inc.18,139$781K0.7%N/A0.324%
1/31/2025 3EDGE Asset Management LP5,788$248K0.0%N/A0.103%
1/31/2025 Venturi Wealth Management LLC917$39K0.0%+102.9%0.016%
1/31/2025 J.W. Cole Advisors Inc.71,334$3.06M0.1%-1.9%1.274%
1/30/2025 Allworth Financial LP4,714$213K0.0%N/A0.084%
1/30/2025 Vicus Capital18,224$781K0.1%+4.1%0.325%
1/29/2025 Values First Advisors Inc.8,344$357K0.2%+89.4%0.149%
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1/29/2025 Comprehensive Financial Planning Inc. PA814$35K0.0%N/A0.015%
1/27/2025 Silver Oak Securities Incorporated121,566$5.22M0.5%+8.4%2.171%
1/27/2025 Financial Advocates Investment Management12,839$550K0.0%+3.4%0.229%
1/27/2025 Win Advisors Inc.27,207$1.17M0.6%+23.5%0.486%
1/24/2025 HHM Wealth Advisors LLC4,427$190K0.0%+23.8%0.079%
1/23/2025 Strategic Blueprint LLC13,401$574K0.0%+17.8%0.239%
1/22/2025 Blue Trust Inc.663$29K0.0%+204.1%0.012%
1/21/2025 Stewardship Advisors LLC17,525$751K0.2%-78.1%0.313%
1/21/2025 Geneos 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%
11/15/2024 MML Investors Services LLC7,295$321K0.0%+43.3%0.130%
11/14/2024 CreativeOne Wealth LLC403,961$17.77M0.6%+1.0%7.214%
11/12/2024 Larson Financial Group LLC3,174$140K0.0%+13.5%0.057%
11/12/2024 StoneX Group Inc.17,925$789K0.1%+3.0%0.320%
11/8/2024 EverSource 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%
11/7/2024 OneAscent Wealth Management LLC6,645$292K0.1%N/A0.119%
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%
10/18/2024 Whitaker Myers Wealth Managers LTD.7,881$347K0.1%+6.3%0.141%
10/17/2024 Inspire 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%
8/16/2024 Northwestern Mutual Wealth Management Co.21,536$874K0.0%+7.8%0.385%
8/14/2024 CreativeOne Wealth LLC399,964$16.23M0.8%-8.0%7.142%
8/14/2024 EverSource 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%
8/8/2024 Inspire Advisors LLC9,681$393K0.1%-92.7%0.173%
8/8/2024 Frontier Asset Management LLC18,330$744K0.3%+6.3%0.327%
8/2/2024 Larson Financial Group LLC2,797$113K0.0%+27.8%0.050%
7/31/2024 Aptus 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%
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7/26/2024 Cambridge Investment Research Advisors Inc.74,812$3.04M0.0%+5.4%1.336%
7/25/2024 First 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%
7/23/2024 Geneos 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%
(Data available from 1/1/2016 forward)

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TPLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPLC shares?

During the previous two years, 85 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. ($27.54M), CreativeOne Wealth LLC ($12.40M), LPL Financial LLC ($11.00M), Hill Island Financial LLC ($10.42M), Bare Financial Services Inc ($9.66M), O Connor Financial Group LLC ($8.57M), and Faithward Advisors LLC ($8.30M).Learn more on TPLC's institutional investors.

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

Of the 77 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: Christian Investment Advisors Inc. ($643.05K), Silver Oak Securities Incorporated ($344.55K), O Connor Financial Group LLC ($327.67K), Geneos Wealth Management Inc. ($168.40K), 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 3,023,904 shares in the last 24 months. This purchase volume represents approximately $119.80M in transactions.

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

Of the 33 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 ($163.34K), CreativeOne Wealth LLC ($149.20K), O Connor Financial Group LLC ($114.70K), Silver Oak Securities Incorporated ($78.07K), Stewardship Advisors LLC ($62.57K), Atria Investments Inc ($41.91K), and EverSource Wealth Advisors LLC ($28.00K).

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

Institutional investors have sold a total of 772,027 shares in the last 24 months. This volume of shares sold represents approximately $31.17M in transactions.



This page (NYSEARCA:TPLC) was last updated on 3/26/2025 by MarketBeat.com Staff
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