Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q3 2025 (September 30)90holders
7new positions
5sold out
$46.29avg. 13F price*
At the end of Q3 2025, 90 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, unchanged from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Christian Investment Advisors, Inc. ($23.1M), LPL Financial LLC ($13.8M) and Bare Financial Services, Inc ($9.2M).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 5 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 229,243 shares bought and 417,513 shares sold, net −188,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Christian Investment Advisors, Inc. | 18.54% | Reduce -19.4% | 498,526 | $23.1M |
| LPL Financial LLC | 0.00% | Add +6.5% | 297,060 | $13.8M |
| Bare Financial Services, Inc | 2.76% | Reduce -25.2% | 199,419 | $9.2M |
| Faithward Advisors, LLC | 1.30% | Reduce -0.7% | 189,069 | $8.8M |
| Geneos Wealth Management Inc. | 0.21% | Reduce -0.3% | 182,417 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 118,508 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.7% | 89,385 | $4.1M |
| LVZ, Inc. | 0.44% | Add +38.8% | 84,275 | $3.9M |
| Silver Oak Securities, Incorporated | 0.27% | Reduce -47.7% | 79,219 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -10.6% | 73,157 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +0.1% | 73,070 | $3.4M |
| Sowell Financial Services LLC | 0.11% | New | 64,200 | $3.0M |
| Sound Financial Strategies Group, LLC | 2.02% | Reduce -5.2% | 59,809 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +156.4% | 49,863 | $2.3M |
| First Heartland Consultants, Inc. | 0.19% | Add +0.4% | 49,638 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 47,600 | $2.2M |
| Creative Financial Designs Inc. | 0.14% | Add +14.2% | 46,150 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +55.6% | 42,685 | $2.0M |
| O'Connor Financial Group LLC | 0.73% | Add +2.2% | 37,541 | $1.7M |
| TrueWealth Advisors, LLC | 0.46% | Add +3.0% | 36,959 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +28.4% | 35,547 | $1.6M |
| Win Advisors, Inc. | 0.75% | Add +57.9% | 33,438 | $1.5M |
| Turning Point Benefit Group, Inc. | 0.92% | Reduce -4.0% | 32,895 | $1.5M |
| 49 Wealth Management, LLC | 0.14% | Reduce -15.4% | 31,947 | $1.5M |
| OneAscent Financial Services LLC | 0.10% | Reduce -56.8% | 31,945 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 26,864 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -46.0% | 26,016 | $1.2M |
| Vicus Capital | 0.09% | Add +24.1% | 24,850 | $1.2M |
| Financial Advisory Corp | 0.15% | Add +0.1% | 22,425 | $1.0M |
| Allworth Financial LP | 0.00% | Add +15.7% | 21,129 | $978K |
| UBS Group AG | 0.00% | Add +0.1% | 20,433 | $946K |
| OneAscent Wealth Management LLC | 0.29% | Add +20.4% | 18,821 | $871K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.6% | 16,772 | $776K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 14,882 | $685K |
| Sigma Investment Counselors Inc. | 0.04% | Add +0.5% | 14,661 | $679K |
| Envestnet Asset Management Inc. | 0.00% | Add +36.1% | 14,554 | $674K |
| Sound Stewardship, LLC | 0.32% | Reduce -5.8% | 14,234 | $659K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.2% | 13,373 | $619K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.5% | 12,564 | $582K |
| Jones Financial Companies LLLP | 0.00% | Add +25.8% | 11,103 | $511K |
| Frontier Asset Management, LLC | 0.13% | Add +3.1% | 10,915 | $505K |
| Foundations Investment Advisors, LLC | 0.01% | Add +62.3% | 10,786 | $499K |
| Values First Advisors, Inc. | 0.26% | Add +33.9% | 10,331 | $478K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 10,187 | $472K |
| Founders Grove Wealth Partners, LLC | 0.10% | Reduce -8.3% | 9,639 | $446K |
| Plan A Wealth LLC | 0.22% | Reduce -59.2% | 9,430 | $437K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.1% | 8,601 | $398K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +9.9% | 8,351 | $387K |
| BCGM Wealth Management, LLC | 0.10% | No change | 8,300 | $384K |
| Atria Investments, Inc | 0.00% | Reduce -0.0% | 8,292 | $384K |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 7,635 | $353K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.3% | 7,493 | $347K |
| Harvest Investment Services, LLC | 0.07% | Reduce -0.9% | 7,019 | $325K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 6,991 | $324K |
| Optivise Advisory Services LLC | 0.19% | Reduce -8.7% | 6,975 | $323K |
| VanderPol Investments L.L.C. | 0.58% | New | 6,497 | $300K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -13.8% | 6,293 | $291K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.5% | 5,541 | $257K |
| PNC Financial Services Group, Inc. | 0.00% | Add +453.3% | 5,162 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -2.8% | 5,078 | $235K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,072 | $235K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -7.4% | 5,036 | $233K |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 4,567 | $211K |
| Nicolet Bankshares Inc. | 0.03% | New | 4,544 | $210K |
| Inspire Advisors, LLC | 0.02% | Reduce -22.2% | 4,496 | $208K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,304 | $153K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 3,191 | $148K |
| Midwest Capital Advisors, LLC | 0.06% | Add +0.2% | 2,805 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.6% | 2,508 | $116K |
| IFP Advisors, Inc | 0.00% | Add +3.7% | 2,456 | $114K |
| Bank of New Hampshire | 0.02% | No change | 1,460 | $68K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $53K |
| Assetmark, Inc. | 0.00% | New | 964 | $45K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 817 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | No change | 600 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.2% | 432 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 410 | $19K |
| FMR LLC | 0.00% | Reduce -0.5% | 404 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 350 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $16K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 326 | $15K |
| First PREMIER Bank | 0.00% | New | 250 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -78.8% | 255 | $12K |
| Creekmur Asset Management LLC | 0.00% | No change | 206 | $10K |
| Wealth Watch Advisors, INC | 0.00% | New | 167 | $8K |
| Cwm, LLC | 0.00% | No change | 159 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 91 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 77 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $81 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $45 |
"% 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.