Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q4 2024 (December 31)98holders +8
8new positions
5sold out
1famous investor
$42.85avg. 13F price*
At the end of Q4 2024, 98 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, up 8 from Q3 2024. 8 opened new positions and 5 sold out. The largest holders were Christian Investment Advisors, Inc. ($27.5M), CreativeOne Wealth, LLC ($12.4M) and LPL Financial LLC ($11.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.9M |
| Exits | 5 | $187K |
All 13F filers, Q3 2024 → Q4 2024: 320,371 shares bought and 247,822 shares sold, net +72,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Christian Investment Advisors, Inc. | 19.92% | — | 643,049 | $27.5M |
| CreativeOne Wealth, LLC | 0.38% | Reduce -28.4% | 289,396 | $12.4M |
| LPL Financial LLC | 0.00% | Add +5.0% | 256,808 | $11.0M |
| Hill Island Financial LLC | 3.04% | Add +1.2% | 243,218 | $10.4M |
| Bare Financial Services, Inc | 3.88% | Add +11.8% | 225,539 | $9.7M |
| O'Connor Financial Group LLC | 4.48% | Add +1.3% | 200,142 | $8.6M |
| Faithward Advisors, LLC | 1.41% | Reduce -1.1% | 193,826 | $8.3M |
| Geneos Wealth Management Inc. | 0.26% | Add +0.3% | 174,781 | $7.5M |
| Vident Advisory, LLC | 0.11% | New | 152,722 | $6.5M |
| Silver Oak Securities, Incorporated | 0.48% | Add +8.4% | 121,566 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +17.0% | 115,740 | $5.0M |
| Creative Financial Designs Inc. | 0.37% | Add +6.3% | 105,325 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.5% | 85,671 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.0% | 80,818 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.6% | 77,138 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -1.9% | 71,334 | $3.1M |
| LVZ, Inc. | 0.37% | Add +2.0% | 67,604 | $2.9M |
| First Heartland Consultants, Inc. | 0.23% | Add +29.9% | 52,695 | $2.3M |
| Legacy Wealth Asset Management, LLC | 0.59% | Reduce -0.6% | 51,005 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 47,219 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +40.0% | 46,949 | $2.0M |
| Plan A Wealth LLC | 1.68% | — | 42,838 | $1.8M |
| Belpointe Asset Management LLC | 0.10% | Reduce -2.6% | 37,824 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -0.3% | 32,995 | $1.4M |
| Win Advisors, Inc. | 0.56% | Add +23.5% | 27,207 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.7% | 21,043 | $901K |
| Sound Financial Strategies Group, LLC | 0.73% | Reduce -2.3% | 20,358 | $872K |
| UBS Group AG | 0.00% | Reduce -1.6% | 19,811 | $848K |
| HFG Wealth Management, LLC | 0.52% | Reduce -1.4% | 18,371 | $808K |
| Turning Point Benefit Group, Inc. | 0.74% | — | 18,139 | $781K |
| Vicus Capital | 0.07% | Add +4.1% | 18,224 | $781K |
| StoneX Group Inc. | 0.04% | Reduce -0.3% | 17,877 | $766K |
| Financial Advisory Corp | 0.13% | — | 17,853 | $765K |
| Stewardship Advisors, LLC | 0.21% | Reduce -78.1% | 17,525 | $751K |
| Atria Investments, Inc | 0.01% | Reduce -1.0% | 16,515 | $707K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.9% | 16,192 | $693K |
| Cetera Investment Advisers | 0.00% | Reduce -8.7% | 15,787 | $676K |
| Sound Stewardship, LLC | 0.38% | Reduce -0.1% | 15,066 | $645K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.3% | 14,911 | $639K |
| TrueWealth Advisors, LLC | 0.21% | Add +14.6% | 14,870 | $637K |
| Frontier Asset Management, LLC | 0.20% | Add +1.9% | 14,473 | $620K |
| Sigma Investment Counselors Inc. | 0.04% | Add +1.2% | 14,317 | $613K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.0% | 13,656 | $585K |
| Strategic Blueprint, LLC | 0.03% | Add +17.8% | 13,401 | $574K |
| Financial Advocates Investment Management | 0.03% | Add +3.4% | 12,839 | $550K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.7% | 12,384 | $530K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 12,034 | $515K |
| Efficient Advisors, LLC | 0.03% | Add +0.4% | 12,005 | $514K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.2% | 11,911 | $510K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Add +26.3% | 9,952 | $426K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 9,053 | $388K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,800 | $377K |
| Values First Advisors, Inc. | 0.20% | Add +89.4% | 8,344 | $357K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,300 | $355K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +0.4% | 7,789 | $352K |
| Inspire Advisors, LLC | 0.04% | Reduce -32.0% | 7,971 | $341K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 7,306 | $313K |
| Brookstone Capital Management | 0.00% | Add +40.2% | 7,221 | $309K |
| Harvest Investment Services, LLC | 0.08% | No change | 7,183 | $308K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -1.3% | 6,561 | $281K |
| Optivise Advisory Services LLC | 0.15% | Add +6.2% | 6,407 | $274K |
| Jane Street Group, LLC | 0.00% | New | 5,907 | $253K |
| 3EDGE Asset Management, LP | 0.02% | New | 5,788 | $248K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +10.7% | 5,444 | $233K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.0% | 5,382 | $230K |
| Sigma Planning Corp | 0.01% | Reduce -5.5% | 5,073 | $217K |
| Allworth Financial LP | 0.00% | New | 4,714 | $213K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,943 | $212K |
| Royal Bank of Canada | 0.00% | No change | 4,567 | $196K |
| HHM Wealth Advisors, LLC | 0.03% | Add +23.8% | 4,427 | $190K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 4,022 | $172K |
| Jones Financial Companies LLLP | 0.00% | Add +223.2% | 3,339 | $143K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 3,179 | $136K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -28.7% | 2,862 | $123K |
| Midwest Capital Advisors, LLC | 0.09% | — | 2,798 | $120K |
| S.A. Mason LLC | 0.04% | No change | 1,640 | $70K |
| AE Wealth Management LLC | 0.00% | New | 1,570 | $67K |
| Bank of New Hampshire | 0.02% | No change | 1,460 | $63K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $49K |
| Mather Group, Llc. | 0.00% | No change | 1,000 | $43K |
| Venturi Wealth Management, LLC | 0.00% | Add +102.9% | 917 | $39K |
| Morgan Stanley | 0.00% | Add +11.7% | 890 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 888 | $38K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 814 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 600 | $26K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +243.1% | 470 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 439 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 427 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 326 | $14K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 324 | $14K |
| Creekmur Asset Management LLC | 0.00% | Reduce -42.5% | 241 | $10K |
| FMR LLC | 0.00% | Add +28.7% | 224 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 156 | $7K |
| Cwm, LLC | 0.00% | No change | 112 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 103 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -67.0% | 72 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $23 |
"% 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.