Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q3 2024 (September 30)90holders +9
10new positions
1sold out
1famous investor
$43.97avg. 13F price*
At the end of Q3 2024, 90 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, up 9 from Q2 2024. 10 opened new positions and 1 sold out. The largest holders were CreativeOne Wealth, LLC ($17.8M), LPL Financial LLC ($10.8M) and Hill Island Financial LLC ($10.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.3M |
| Exits | 1 | $17K |
All 13F filers, Q2 2024 → Q3 2024: 332,206 shares bought and 79,607 shares sold, net +252,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| CreativeOne Wealth, LLC | 0.60% | Add +1.0% | 403,961 | $17.8M |
| LPL Financial LLC | 0.00% | Add +1.7% | 244,470 | $10.8M |
| Hill Island Financial LLC | 3.20% | Add +1.6% | 240,382 | $10.6M |
| Bare Financial Services, Inc | 3.65% | Add +17.1% | 201,820 | $8.9M |
| O'Connor Financial Group LLC | 4.57% | Reduce -2.3% | 197,660 | $8.7M |
| Faithward Advisors, LLC | 1.50% | Reduce -0.7% | 195,965 | $8.6M |
| Geneos Wealth Management Inc. | 0.29% | Add +3.9% | 174,280 | $7.7M |
| Silver Oak Securities, Incorporated | 0.52% | Add +7915.4% | 112,135 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 107,772 | $4.7M |
| Creative Financial Designs Inc. | 0.37% | Add +2.8% | 99,036 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.28% | Reduce -22.1% | 98,926 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +51.4% | 80,853 | $3.6M |
| Stewardship Advisors, LLC | 0.99% | Add +0.5% | 80,094 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 75,565 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +1.4% | 72,729 | $3.2M |
| LVZ, Inc. | 0.37% | Reduce -1.1% | 66,283 | $2.9M |
| Legacy Wealth Asset Management, LLC | 0.61% | Add +0.1% | 51,303 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.6% | 40,692 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +0.6% | 40,570 | $1.8M |
| Belpointe Asset Management LLC | 0.10% | Add +5.6% | 38,835 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 36,049 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +260.9% | 33,523 | $1.5M |
| Citadel Advisors | 0.00% | New | 33,077 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 23,557 | $1.0M |
| Win Advisors, Inc. | 0.45% | Reduce -10.3% | 22,031 | $969K |
| Sound Financial Strategies Group, LLC | 0.74% | Reduce -3.2% | 20,832 | $916K |
| UBS Group AG | 0.00% | Add +0.2% | 20,132 | $886K |
| StoneX Group Inc. | 0.06% | Add +3.0% | 17,925 | $789K |
| Vicus Capital | 0.07% | Add +10.1% | 17,501 | $770K |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 17,299 | $761K |
| HFG Wealth Management, LLC | 0.48% | No change | 18,622 | $756K |
| Atria Investments, Inc | 0.01% | Add +4.3% | 16,689 | $734K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.8% | 16,505 | $726K |
| Sound Stewardship, LLC | 0.37% | Reduce -2.3% | 15,076 | $663K |
| CoreCap Advisors, LLC | 0.03% | New | 14,227 | $626K |
| Frontier Asset Management, LLC | 0.21% | Reduce -22.5% | 14,210 | $625K |
| Sigma Investment Counselors Inc. | 0.04% | Add +0.4% | 14,149 | $622K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -48.5% | 12,979 | $571K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 12,711 | $559K |
| Financial Advocates Investment Management | 0.03% | Add +0.5% | 12,413 | $546K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.3% | 12,052 | $530K |
| Efficient Advisors, LLC | 0.03% | Add +0.3% | 11,961 | $526K |
| Inspire Advisors, LLC | 0.06% | Add +21.1% | 11,729 | $516K |
| Strategic Blueprint, LLC | 0.03% | Reduce -5.3% | 11,373 | $500K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 9,738 | $428K |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 8,611 | $379K |
| BCGM Wealth Management, LLC | 0.12% | No change | 8,300 | $365K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Add +6.3% | 7,881 | $347K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +2.1% | 7,757 | $340K |
| MML Investors Services, LLC | 0.00% | Add +43.3% | 7,295 | $321K |
| Harvest Investment Services, LLC | 0.10% | Reduce -2.0% | 7,183 | $316K |
| OneAscent Wealth Management LLC | 0.11% | New | 6,645 | $292K |
| Optivise Advisory Services LLC | 0.14% | Add +9.4% | 6,035 | $266K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.0% | 5,435 | $239K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 5,371 | $236K |
| Brookstone Capital Management | 0.00% | Add +7.6% | 5,149 | $227K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -2.3% | 4,919 | $216K |
| Royal Bank of Canada | 0.00% | No change | 4,567 | $201K |
| Values First Advisors, Inc. | 0.11% | New | 4,405 | $194K |
| Avior Wealth Management, LLC | 0.01% | Add +16.4% | 4,012 | $177K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -35.2% | 4,012 | $177K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -8.4% | 3,577 | $157K |
| Larson Financial Group LLC | 0.01% | Add +13.5% | 3,174 | $140K |
| S.A. Mason LLC | 0.04% | No change | 1,640 | $72K |
| Bank of New Hampshire | 0.02% | No change | 1,460 | $64K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $48K |
| International Assets Investment Management, LLC | 0.00% | Add +0.2% | 1,077 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 1,033 | $45K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,000 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,000 | $44K |
| Mather Group, Llc. | 0.00% | No change | 1,000 | $44K |
| AdvisorNet Financial, Inc | 0.00% | New | 888 | $39K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 838 | $36K |
| Morgan Stanley | 0.00% | Reduce -35.1% | 797 | $35K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $26K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -2.8% | 452 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 439 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +23.7% | 433 | $19K |
| Creekmur Asset Management LLC | 0.00% | Reduce -82.8% | 419 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 365 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 326 | $14K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 323 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 288 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -62.0% | 218 | $9K |
| FMR LLC | 0.00% | No change | 174 | $8K |
| DT Investment Partners, LLC | 0.00% | New | 156 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -87.8% | 137 | $6K |
| Cwm, LLC | 0.00% | No change | 112 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | Add +1.0% | 103 | $5K |
| Wells Fargo & Company | 0.00% | Reduce -99.3% | 1 | $35 |
"% 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.