Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q2 2026 (June 30)98holders −1
7new positions
6sold out
1famous investor
$50.35avg. 13F price*
At the end of Q2 2026, 98 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, down 1 from Q1 2026. 7 opened new positions and 6 sold out. The largest holders were Christian Investment Advisors, Inc. ($27.2M), LPL Financial LLC ($18.1M) and Bare Financial Services, Inc ($10.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.5M |
| Exits | 6 | $30.5M |
All 13F filers, Q1 2026 → Q2 2026: 396,780 shares bought and 690,650 shares sold, net −293,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Christian Investment Advisors, Inc. | 16.05% | Add +2.0% | 540,938 | $27.2M |
| LPL Financial LLC | 0.00% | Add +3.0% | 359,035 | $18.1M |
| Bare Financial Services, Inc | 2.49% | Add +2.2% | 215,243 | $10.8M |
| Geneos Wealth Management Inc. | 0.20% | Add +1.4% | 194,043 | $9.8M |
| Creative Financial Designs Inc. | 0.46% | Add +14.1% | 191,486 | $9.6M |
| Faithward Advisors, LLC | 1.13% | Reduce -0.5% | 184,369 | $9.3M |
| Benjamin Edwards Inc. | 0.05% | Add +35.6% | 117,869 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 108,604 | $5.5M |
| LVZ, Inc. | 0.44% | Add +0.4% | 86,396 | $4.4M |
| Sowell Financial Services LLC | 0.14% | Add +16.6% | 85,383 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 84,779 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 84,319 | $4.2M |
| Sound Financial Strategies Group, LLC | 2.51% | Add +1.9% | 78,396 | $3.9M |
| Turning Point Benefit Group, Inc. | 1.66% | Add +249.1% | 76,674 | $3.9M |
| First Heartland Consultants, Inc. | 0.24% | Add +5.5% | 75,184 | $3.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +16.7% | 63,949 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 61,119 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -10.5% | 45,193 | $2.3M |
| Citadel Advisors | 0.00% | Add +369.3% | 44,011 | $2.2M |
| Cornerstone Financial Management LLC | 1.67% | Reduce -10.6% | 41,296 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +64.4% | 41,056 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.5% | 39,763 | $2.0M |
| O'Connor Financial Group LLC | 0.65% | Reduce -1.4% | 36,327 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.0% | 34,709 | $1.7M |
| Vicus Capital | 0.10% | Add +9.9% | 30,839 | $1.6M |
| Allworth Financial LP | 0.01% | Add +2.4% | 26,038 | $1.3M |
| BOS Asset Management, LLC | 0.28% | Add +0.7% | 23,951 | $1.2M |
| Financial Advisory Corp | 0.16% | Reduce -5.8% | 23,230 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +36.1% | 22,084 | $1.1M |
| OneAscent Financial Services LLC | 0.05% | Reduce -9.4% | 20,306 | $1.0M |
| UBS Group AG | 0.00% | Reduce -1.7% | 20,083 | $1.0M |
| CoreCap Advisors, LLC | 0.03% | Add +6.9% | 18,400 | $926K |
| Tulsa Wealth Advisors, INC | 0.13% | Add +14.1% | 17,986 | $906K |
| Sound Stewardship, LLC | 0.36% | Reduce -8.1% | 17,446 | $878K |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 16,001 | $806K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 15,809 | $796K |
| Values First Advisors, Inc. | 0.36% | Add +15.9% | 15,590 | $785K |
| Two Sigma Investments, LP | 0.00% | New | 15,300 | $770K |
| Sigma Investment Counselors Inc. | 0.04% | Add +0.5% | 15,225 | $767K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.2% | 14,469 | $729K |
| Independent Advisor Alliance | 0.02% | Add +39.1% | 14,406 | $725K |
| LifeWealth Investments, LLC | 0.19% | Add +13.7% | 14,284 | $719K |
| 3EDGE Asset Management, LP | 0.03% | Add +107.9% | 14,023 | $706K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 13,660 | $688K |
| Carlson Financial, Inc. | 0.34% | Reduce -0.6% | 13,234 | $666K |
| Win Advisors, Inc. | 0.22% | Reduce -1.5% | 12,393 | $624K |
| Black Diamond Financial, LLC | 0.05% | Add +7.8% | 11,835 | $596K |
| Kavar Capital Partners Group, LLC | 0.07% | Add +21.6% | 11,686 | $588K |
| Frontier Asset Management, LLC | 0.10% | Add +3.6% | 11,527 | $580K |
| Demars Financial Group, LLC | 0.16% | New | 11,325 | $570K |
| Founders Grove Wealth Partners, LLC | 0.11% | Reduce -0.6% | 11,141 | $561K |
| World Investment Advisors | 0.01% | Reduce -6.2% | 10,035 | $505K |
| Royal Bank of Canada | 0.00% | Add +96.9% | 8,992 | $453K |
| Harbour Investments, Inc. | 0.01% | Add +1.5% | 8,676 | $437K |
| Brookstone Capital Management | 0.00% | Add +10.4% | 8,378 | $422K |
| BCGM Wealth Management, LLC | 0.09% | No change | 8,300 | $418K |
| Atria Investments, Inc | 0.00% | Add +0.3% | 8,292 | $418K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 7,932 | $399K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +8.3% | 7,687 | $387K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -4.0% | 7,506 | $378K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 6,963 | $351K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 6,951 | $350K |
| Private Advisor Group, LLC | 0.00% | New | 6,473 | $326K |
| Regal Investment Advisors LLC | 0.02% | Reduce -17.6% | 6,202 | $312K |
| Sigma Planning Corp | 0.01% | Add +7.1% | 6,109 | $308K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.8% | 5,597 | $282K |
| Strategic Blueprint, LLC | 0.01% | No change | 5,454 | $275K |
| Arkos Global Advisors | 0.03% | Add +1.8% | 4,818 | $243K |
| Forge Financial Services LLC | 0.02% | Reduce -2.1% | 4,362 | $220K |
| McAdam, LLC | 0.01% | New | 4,326 | $218K |
| Kovack Advisors, Inc. | 0.01% | Add +0.1% | 4,333 | $218K |
| Mascagni Wealth Management, Inc. | 0.13% | New | 4,012 | $202K |
| FMR LLC | 0.00% | Add +1097.5% | 3,796 | $191K |
| Assetmark, Inc. | 0.00% | Reduce -25.2% | 3,246 | $163K |
| IFP Advisors, Inc | 0.00% | Add +6.8% | 3,206 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 2,989 | $151K |
| Larson Financial Group LLC | 0.00% | Add +7.7% | 2,898 | $146K |
| Midwest Capital Advisors, LLC | 0.06% | Add +0.2% | 2,890 | $146K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.4% | 2,805 | $141K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,469 | $124K |
| Arax Advisory Partners | 0.00% | Add +46.5% | 1,343 | $68K |
| Bank of New Hampshire | 0.01% | No change | 1,260 | $63K |
| Nemes Rush Group LLC | 0.00% | No change | 1,145 | $58K |
| SHP Wealth Management | 0.00% | Reduce -47.7% | 739 | $37K |
| IFG Advisory, LLC | 0.00% | Add +55.6% | 700 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 600 | $30K |
| Peoples Financial Services Corp. | 0.01% | Add +98.5% | 530 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.8% | 442 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 410 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $18K |
| JPMorgan Chase & Co. | 0.00% | Reduce -88.7% | 346 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 328 | $17K |
| First PREMIER Bank | 0.00% | No change | 250 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 117 | $6K |
| Harborfront Financial Group LLC | 0.01% | — | 62 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 40 | $2K |
| Morgan Stanley | 0.00% | Reduce -12.5% | 7 | $352 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 3 | $151 |
"% of holder's portfolio" is TPLC's weight in each manager's 13F, not the share of Timothy PLN US LRG/Mid Cap the manager owns.