Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q1 2024 (March 31)74holders
$41.96avg. 13F price*
At the end of Q1 2024, 74 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings. The largest holders were CreativeOne Wealth, LLC ($18.3M), Faithward Advisors, LLC ($10.4M) and Hill Island Financial LLC ($9.9M).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 5 | $3.0M |
Ownership 74 holders
| CreativeOne Wealth, LLC | 0.73% | Add +17.9% | 434,599 | $18.3M |
| Faithward Advisors, LLC | 1.90% | Reduce -1.7% | 248,072 | $10.4M |
| Hill Island Financial LLC | 3.27% | Reduce -25.9% | 235,373 | $9.9M |
| O'Connor Financial Group LLC | 5.40% | Reduce -33.0% | 215,083 | $9.1M |
| LPL Financial LLC | 0.00% | Add +24.7% | 187,441 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.6% | 180,101 | $7.6M |
| Geneos Wealth Management Inc. | 0.30% | Add +10039.7% | 157,976 | $6.7M |
| Inspire Advisors, LLC | 0.77% | Reduce -21.6% | 132,698 | $5.6M |
| EverSource Wealth Advisors, LLC | 0.37% | Add +23.4% | 118,288 | $4.7M |
| Creative Financial Designs Inc. | 0.36% | Add +1.3% | 90,886 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +0.7% | 89,124 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.1% | 71,007 | $3.0M |
| LVZ, Inc. | 0.40% | Reduce -2.1% | 69,558 | $2.9M |
| Bare Financial Services, Inc | 2.64% | Add +503.3% | 69,022 | $2.7M |
| Legacy Wealth Asset Management, LLC | 0.59% | Add +6.1% | 50,249 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +9.1% | 42,823 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.4% | 42,193 | $1.8M |
| Belpointe Asset Management LLC | 0.12% | Add +29.0% | 36,948 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +301.7% | 34,831 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +4.8% | 32,639 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.1% | 28,384 | $1.2M |
| Win Advisors, Inc. | 0.51% | Add +2.3% | 27,615 | $1.2M |
| TrueWealth Advisors, LLC | 0.39% | Add +2.8% | 24,168 | $1.0M |
| Stewardship Advisors, LLC | 0.32% | Add +0.5% | 22,350 | $941K |
| Cetera Investment Advisers | 0.00% | New | 21,626 | $911K |
| UBS Group AG | 0.00% | Add +1305.5% | 20,029 | $843K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 19,977 | $841K |
| First Heartland Consultants, Inc. | 0.09% | New | 19,593 | $825K |
| HFG Wealth Management, LLC | 0.48% | Add +4.2% | 19,245 | $810K |
| StoneX Group Inc. | 0.07% | Add +1.9% | 17,726 | $746K |
| Frontier Asset Management, LLC | 0.27% | Reduce -25.0% | 17,238 | $726K |
| Arete Wealth Advisors, LLC | 0.07% | Add +1.7% | 16,854 | $710K |
| Vicus Capital | 0.06% | Add +8.0% | 14,922 | $628K |
| Sound Stewardship, LLC | 0.36% | Add +7.4% | 14,231 | $599K |
| CoreCap Advisors, LLC | 0.03% | Add +5.7% | 14,216 | $599K |
| Avantax Advisory Services, Inc. | 0.01% | Add +31.8% | 13,255 | $558K |
| Financial Advocates Investment Management | 0.03% | Reduce -2.4% | 12,335 | $519K |
| Advisory Alpha, LLC | 0.02% | Add +22.4% | 12,132 | $511K |
| Strategic Blueprint, LLC | 0.04% | Reduce -1.2% | 12,017 | $506K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.9% | 12,010 | $505K |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.1% | 11,636 | $490K |
| Efficient Advisors, LLC | 0.03% | New | 11,021 | $464K |
| BCGM Wealth Management, LLC | 0.13% | No change | 8,300 | $350K |
| Harvest Investment Services, LLC | 0.13% | No change | 7,811 | $329K |
| OneAscent Financial Services LLC | 0.03% | Add +32.4% | 7,305 | $308K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | New | 7,051 | $297K |
| OneAscent Wealth Management LLC | 0.11% | New | 6,710 | $283K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 6,492 | $273K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Add +22.4% | 6,268 | $264K |
| MML Investors Services, LLC | 0.00% | New | 4,784 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -32.7% | 4,567 | $192K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,714 | $156K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 3,440 | $145K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 2,189 | $92K |
| S.A. Mason LLC | 0.04% | No change | 1,500 | $63K |
| Bank of New Hampshire | 0.02% | Add +11.0% | 1,460 | $61K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -99.0% | 1,401 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.1% | 1,366 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,316 | $55K |
| Morgan Stanley | 0.00% | Add +12.3% | 1,271 | $54K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $48K |
| Cwm, LLC | 0.00% | New | 879 | $37K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $25K |
| Blue Trust, Inc. | 0.00% | New | 573 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 592 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -2.9% | 465 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 410 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 365 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 350 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | New | 326 | $14K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 322 | $14K |
| FMR LLC | 0.00% | New | 119 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 33 | $1K |
| Gradient Investments LLC | 0.00% | No change | 1 | $28 |
"% 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.