Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q2 2025 (June 30)90holders −1
7new positions
8sold out
$44.91avg. 13F price*
At the end of Q2 2025, 90 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, down 1 from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were Christian Investment Advisors, Inc. ($27.8M), LPL Financial LLC ($12.5M) and Bare Financial Services, Inc ($12.0M).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.3M |
| Exits | 8 | $15.1M |
All 13F filers, Q1 2025 → Q2 2025: 237,885 shares bought and 696,744 shares sold, net −458,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Christian Investment Advisors, Inc. | 19.20% | Reduce -4.6% | 618,250 | $27.8M |
| LPL Financial LLC | 0.00% | Add +3.4% | 278,887 | $12.5M |
| Bare Financial Services, Inc | 4.04% | Add +5.0% | 266,615 | $12.0M |
| Faithward Advisors, LLC | 1.33% | Reduce -0.9% | 190,299 | $8.5M |
| Geneos Wealth Management Inc. | 0.20% | Add +3.2% | 182,930 | $8.2M |
| Silver Oak Securities, Incorporated | 0.57% | Add +6.4% | 151,438 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 117,261 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.1% | 97,893 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -3.9% | 81,818 | $3.7M |
| OneAscent Financial Services LLC | 0.24% | New | 74,003 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.9% | 73,002 | $3.3M |
| Sound Financial Strategies Group, LLC | 2.40% | Reduce -5.8% | 63,099 | $2.8M |
| LVZ, Inc. | 0.33% | Reduce -3.4% | 60,708 | $2.7M |
| First Heartland Consultants, Inc. | 0.20% | Add +1.0% | 49,441 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -37.1% | 48,206 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 45,376 | $2.0M |
| Creative Financial Designs Inc. | 0.13% | Reduce -66.8% | 40,424 | $1.8M |
| 49 Wealth Management, LLC | 0.18% | Add +6.8% | 37,761 | $1.7M |
| O'Connor Financial Group LLC | 0.74% | Reduce -79.6% | 36,736 | $1.7M |
| TrueWealth Advisors, LLC | 0.48% | Add +1.2% | 35,886 | $1.6M |
| Turning Point Benefit Group, Inc. | 1.17% | Add +224.3% | 34,267 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +81.9% | 27,687 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +18.3% | 27,440 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.6% | 26,239 | $1.2M |
| Plan A Wealth LLC | 0.59% | Reduce -34.1% | 23,138 | $1.0M |
| Financial Advisory Corp | 0.15% | Add +8.4% | 22,399 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.4% | 21,127 | $960K |
| Win Advisors, Inc. | 0.46% | Reduce -23.3% | 21,177 | $951K |
| UBS Group AG | 0.00% | Add +17.3% | 20,415 | $917K |
| Vicus Capital | 0.07% | Add +7.9% | 20,028 | $899K |
| Cetera Investment Advisers | 0.00% | Add +16.5% | 19,444 | $873K |
| Goldman Sachs Group Inc. | 0.00% | Add +14.4% | 19,186 | $861K |
| Allworth Financial LP | 0.00% | Add +80.8% | 18,259 | $820K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 16,866 | $757K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.5% | 16,559 | $743K |
| OneAscent Wealth Management LLC | 0.26% | Add +137.4% | 15,636 | $702K |
| Sound Stewardship, LLC | 0.35% | Add +1.2% | 15,108 | $678K |
| Sigma Investment Counselors Inc. | 0.04% | Add +1.1% | 14,586 | $655K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 14,554 | $653K |
| CoreCap Advisors, LLC | 0.02% | Reduce -4.1% | 13,541 | $608K |
| Financial Advocates Investment Management | 0.05% | Add +1.4% | 12,952 | $582K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.2% | 11,685 | $525K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 10,691 | $480K |
| Frontier Asset Management, LLC | 0.13% | Reduce -28.6% | 10,584 | $475K |
| Founders Grove Wealth Partners, LLC | 0.12% | Add +40.9% | 10,508 | $472K |
| Arete Wealth Advisors, LLC | 0.03% | New | 10,366 | $465K |
| StoneX Group Inc. | 0.02% | Reduce -52.0% | 9,638 | $432K |
| Jones Financial Companies LLLP | 0.00% | Add +25.6% | 8,824 | $395K |
| Strategic Blueprint, LLC | 0.02% | Reduce -35.1% | 8,612 | $387K |
| BCGM Wealth Management, LLC | 0.11% | No change | 8,300 | $373K |
| Atria Investments, Inc | 0.00% | No change | 8,293 | $372K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 7,761 | $348K |
| Values First Advisors, Inc. | 0.19% | Add +0.3% | 7,714 | $346K |
| Optivise Advisory Services LLC | 0.18% | Add +8.7% | 7,643 | $343K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +11.0% | 7,601 | $341K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,588 | $341K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -21.9% | 7,296 | $328K |
| Harvest Investment Services, LLC | 0.07% | Add +0.5% | 7,085 | $318K |
| Brookstone Capital Management | 0.00% | Reduce -5.8% | 6,985 | $314K |
| Foundations Investment Advisors, LLC | 0.00% | Add +26.6% | 6,645 | $298K |
| Inspire Advisors, LLC | 0.03% | Reduce -4.2% | 5,781 | $260K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -0.1% | 5,437 | $244K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 5,354 | $240K |
| Sigma Planning Corp | 0.01% | Reduce -6.6% | 5,222 | $234K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,072 | $228K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 4,759 | $214K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 3,187 | $143K |
| Midwest Capital Advisors, LLC | 0.07% | Add +0.0% | 2,800 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Add +192.7% | 2,658 | $119K |
| IFP Advisors, Inc | 0.00% | New | 2,368 | $106K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 2,064 | $88K |
| S.A. Mason LLC | 0.04% | No change | 1,640 | $74K |
| Bank of New Hampshire | 0.02% | No change | 1,460 | $66K |
| Arax Advisory Partners | 0.00% | No change | 1,215 | $55K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,205 | $54K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | New | 933 | $42K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.4% | 817 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 600 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.9% | 431 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 410 | $18K |
| FMR LLC | 0.00% | Reduce -22.1% | 406 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.0% | 350 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.7% | 350 | $16K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 325 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 206 | $9K |
| Cwm, LLC | 0.00% | Add +42.0% | 159 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 91 | $4K |
| Principal Securities, Inc. | 0.00% | New | 77 | $3K |
| Morgan Stanley | 0.00% | Reduce -99.9% | 1 | $58 |
"% 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.