Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q1 2025 (March 31)91holders −7
7new positions
13sold out
$42.66avg. 13F price*
At the end of Q1 2025, 91 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, down 7 from Q4 2024. 7 opened new positions and 13 sold out. The largest holders were Christian Investment Advisors, Inc. ($28.4M), LPL Financial LLC ($11.4M) and Bare Financial Services, Inc ($10.8M).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 13 | $10.3M |
All 13F filers, Q4 2024 → Q1 2025: 315,342 shares bought and 659,242 shares sold, net −343,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Christian Investment Advisors, Inc. | 19.73% | Add +0.8% | 647,904 | $28.4M |
| LPL Financial LLC | 0.00% | Add +5.0% | 269,604 | $11.4M |
| Bare Financial Services, Inc | 4.14% | Add +12.6% | 253,858 | $10.8M |
| Hill Island Financial LLC | 2.94% | Reduce -3.0% | 235,953 | $10.0M |
| Faithward Advisors, LLC | 1.42% | Reduce -0.9% | 192,016 | $8.1M |
| O'Connor Financial Group LLC | 3.97% | Reduce -10.2% | 179,800 | $7.6M |
| Geneos Wealth Management Inc. | 0.25% | Add +1.4% | 177,224 | $7.5M |
| Silver Oak Securities, Incorporated | 0.56% | Add +17.1% | 142,375 | $6.0M |
| Creative Financial Designs Inc. | 0.41% | Add +15.7% | 121,894 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +32.8% | 113,767 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.2% | 85,794 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Reduce -26.4% | 85,162 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.6% | 76,665 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.2% | 73,645 | $3.1M |
| Sound Financial Strategies Group, LLC | 2.54% | Add +228.9% | 66,952 | $2.8M |
| LVZ, Inc. | 0.35% | Reduce -7.0% | 62,848 | $2.7M |
| Legacy Wealth Asset Management, LLC | 0.61% | Add +2.3% | 52,193 | $2.2M |
| First Heartland Consultants, Inc. | 0.21% | Reduce -7.1% | 48,947 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 45,742 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | Add +17.8% | 44,539 | $1.9M |
| TrueWealth Advisors, LLC | 0.49% | Add +138.4% | 35,454 | $1.5M |
| 49 Wealth Management, LLC | 0.18% | New | 35,362 | $1.5M |
| Plan A Wealth LLC | 1.15% | Reduce -18.1% | 35,100 | $1.5M |
| Win Advisors, Inc. | 0.60% | Add +1.5% | 27,610 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.6% | 23,197 | $984K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 21,410 | $909K |
| Financial Advisory Corp | 0.15% | Add +15.8% | 20,668 | $877K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 20,432 | $867K |
| StoneX Group Inc. | 0.05% | Add +12.3% | 20,076 | $852K |
| Vicus Capital | 0.07% | Add +1.9% | 18,568 | $788K |
| UBS Group AG | 0.00% | Reduce -12.1% | 17,405 | $739K |
| Goldman Sachs Group Inc. | 0.00% | Add +35.4% | 16,772 | $712K |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 16,693 | $708K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.7% | 16,636 | $706K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.0% | 15,948 | $677K |
| United Capital Financial Advisors, LLC | 0.01% | Add +72.9% | 15,218 | $646K |
| Osaic Holdings, Inc. | 0.00% | Add +24.2% | 14,951 | $635K |
| Sound Stewardship, LLC | 0.36% | Reduce -0.9% | 14,929 | $634K |
| Frontier Asset Management, LLC | 0.18% | Add +2.5% | 14,829 | $629K |
| Sigma Investment Counselors Inc. | 0.04% | Add +0.8% | 14,434 | $613K |
| CoreCap Advisors, LLC | 0.03% | Add +3.4% | 14,118 | $599K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.0% | 13,270 | $563K |
| Financial Advocates Investment Management | 0.04% | Reduce -0.6% | 12,769 | $542K |
| Efficient Advisors, LLC | 0.03% | Add +0.3% | 12,038 | $511K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.0% | 11,954 | $507K |
| Advisory Alpha, LLC | 0.02% | Add +0.3% | 11,944 | $507K |
| Allworth Financial LP | 0.00% | Add +114.2% | 10,099 | $419K |
| Turning Point Benefit Group, Inc. | 0.38% | Reduce -41.8% | 10,565 | $407K |
| 3EDGE Asset Management, LP | 0.03% | Add +61.5% | 9,345 | $397K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,300 | $352K |
| Atria Investments, Inc | 0.00% | Reduce -49.8% | 8,293 | $352K |
| MML Investors Services, LLC | 0.00% | Add +7.5% | 7,851 | $333K |
| Values First Advisors, Inc. | 0.19% | Reduce -7.9% | 7,688 | $326K |
| Founders Grove Wealth Partners, LLC | 0.09% | New | 7,459 | $317K |
| Brookstone Capital Management | 0.00% | Add +2.7% | 7,417 | $315K |
| Harvest Investment Services, LLC | 0.08% | Reduce -1.9% | 7,047 | $299K |
| Optivise Advisory Services LLC | 0.17% | Add +9.8% | 7,032 | $298K |
| Jones Financial Companies LLLP | 0.00% | Add +110.4% | 7,025 | $297K |
| Kavar Capital Partners Group, LLC | 0.05% | New | 6,846 | $291K |
| OneAscent Wealth Management LLC | 0.12% | Add +0.4% | 6,587 | $280K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -97.9% | 6,077 | $258K |
| Inspire Advisors, LLC | 0.03% | Reduce -24.3% | 6,034 | $256K |
| Sigma Planning Corp | 0.01% | Add +10.2% | 5,590 | $237K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -0.1% | 5,440 | $230K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.5% | 5,353 | $227K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,250 | $223K |
| HHM Wealth Advisors, LLC | 0.03% | Add +14.6% | 5,072 | $215K |
| HFG Wealth Management, LLC | 0.12% | Reduce -74.0% | 4,773 | $204K |
| Royal Bank of Canada | 0.00% | No change | 4,567 | $194K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 3,182 | $135K |
| Midwest Capital Advisors, LLC | 0.07% | Add +0.0% | 2,799 | $119K |
| S.A. Mason LLC | 0.04% | No change | 1,640 | $70K |
| Bank of New Hampshire | 0.02% | No change | 1,460 | $62K |
| Arax Advisory Partners | 0.00% | New | 1,215 | $52K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $49K |
| Mather Group, Llc. | 0.00% | No change | 1,000 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.3% | 908 | $39K |
| N.E.W. Advisory Services LLC | 0.00% | New | 861 | $37K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 814 | $35K |
| Morgan Stanley | 0.00% | Reduce -10.4% | 797 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 600 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $25K |
| FMR LLC | 0.00% | Add +132.6% | 521 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 427 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.6% | 410 | $17K |
| Winch Advisory Services, LLC | 0.00% | No change | 324 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 288 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -14.5% | 206 | $9K |
| Cwm, LLC | 0.00% | No change | 112 | $5K |
| Blue Trust, Inc. | 0.00% | Add +26.4% | 91 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $26 |
"% 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.