Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q4 2025 (December 31)104holders +14
16new positions
6sold out
$45.49avg. 13F price*
At the end of Q4 2025, 104 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, up 14 from Q3 2025. 16 opened new positions and 6 sold out. The largest holders were Westwood Holdings Group Inc. ($28.0M), Christian Investment Advisors, Inc. ($24.0M) and LPL Financial LLC ($15.2M).
- Company
- Timothy PLN US LRG/Mid Cap
- CUSIP
- 887432359
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $33.9M |
| Exits | 6 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 973,136 shares bought and 203,402 shares sold, net +769,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Westwood Holdings Group Inc. | 0.23% | New | 616,000 | $28.0M |
| Christian Investment Advisors, Inc. | 19.43% | Add +5.8% | 527,374 | $24.0M |
| LPL Financial LLC | 0.00% | Add +12.4% | 334,046 | $15.2M |
| Bare Financial Services, Inc | 2.59% | Add +2.8% | 204,934 | $9.3M |
| Faithward Advisors, LLC | 1.23% | Reduce -2.0% | 185,344 | $8.4M |
| Geneos Wealth Management Inc. | 0.20% | Add +1.0% | 184,292 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.8% | 115,099 | $5.2M |
| Silver Oak Securities, Incorporated | 0.26% | Add +7.7% | 85,333 | $3.9M |
| LVZ, Inc. | 0.43% | Add +0.9% | 85,043 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +10.8% | 80,925 | $3.7M |
| First Heartland Consultants, Inc. | 0.24% | Add +42.7% | 70,817 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.1% | 69,833 | $3.2M |
| Sowell Financial Services LLC | 0.11% | Reduce -0.2% | 64,046 | $2.9M |
| Sound Financial Strategies Group, LLC | 2.00% | Add +4.0% | 62,204 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -18.0% | 59,969 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +20.1% | 59,901 | $2.7M |
| Creative Financial Designs Inc. | 0.16% | Add +22.1% | 56,341 | $2.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +37.1% | 48,744 | $2.2M |
| Turning Point Benefit Group, Inc. | 1.10% | Add +40.6% | 46,248 | $2.1M |
| Cornerstone Financial Management LLC | 1.92% | — | 45,097 | $2.0M |
| O'Connor Financial Group LLC | 0.72% | Add +1.9% | 38,252 | $1.8M |
| TrueWealth Advisors, LLC | 0.47% | Add +7.8% | 39,858 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | New | 35,499 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.2% | 33,693 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.3% | 30,159 | $1.4M |
| Vicus Capital | 0.09% | Add +3.4% | 25,684 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.0% | 23,897 | $1.1M |
| Financial Advisory Corp | 0.16% | Add +6.5% | 23,885 | $1.1M |
| Allworth Financial LP | 0.00% | Add +12.5% | 23,770 | $1.1M |
| BOS Asset Management, LLC | 0.28% | New | 22,838 | $1.0M |
| OneAscent Financial Services LLC | 0.09% | Reduce -30.3% | 22,258 | $1.0M |
| UBS Group AG | 0.00% | Add +0.7% | 20,585 | $936K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.5% | 20,171 | $917K |
| Jones Financial Companies LLLP | 0.00% | Add +67.1% | 18,549 | $843K |
| Osaic Holdings, Inc. | 0.00% | Add +22.1% | 18,179 | $826K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.8% | 17,247 | $784K |
| Sound Stewardship, LLC | 0.37% | Add +20.8% | 17,189 | $781K |
| Win Advisors, Inc. | 0.32% | Reduce -50.0% | 16,706 | $759K |
| Sigma Investment Counselors Inc. | 0.03% | Add +0.8% | 14,786 | $672K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 14,327 | $651K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.0% | 13,568 | $617K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.8% | 13,455 | $612K |
| Carlson Financial, Inc. | 0.34% | — | 13,060 | $594K |
| Values First Advisors, Inc. | 0.29% | Add +20.0% | 12,397 | $563K |
| CoreCap Advisors, LLC | 0.02% | Reduce -9.9% | 12,046 | $547K |
| Sunbelt Securities, Inc. | 0.03% | New | 11,317 | $514K |
| Founders Grove Wealth Partners, LLC | 0.11% | Add +16.3% | 11,205 | $509K |
| Frontier Asset Management, LLC | 0.12% | Add +0.3% | 10,942 | $497K |
| LifeWealth Investments, LLC | 0.13% | New | 9,223 | $419K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +6.7% | 8,906 | $405K |
| BCGM Wealth Management, LLC | 0.10% | No change | 8,300 | $377K |
| Atria Investments, Inc | 0.00% | No change | 8,292 | $377K |
| Black Diamond Financial, LLC | 0.04% | New | 7,800 | $355K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 7,785 | $354K |
| Brookstone Capital Management | 0.00% | Add +8.5% | 7,588 | $345K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.6% | 7,369 | $335K |
| Regal Investment Advisors LLC | 0.02% | New | 7,315 | $332K |
| Smithbridge Asset Management Inc. | 0.03% | New | 7,036 | $320K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -62.6% | 7,031 | $320K |
| 49 Wealth Management, LLC | 0.03% | Reduce -78.5% | 6,877 | $313K |
| Harvest Investment Services, LLC | 0.06% | Reduce -3.3% | 6,789 | $309K |
| Plan A Wealth LLC | 0.15% | Reduce -28.0% | 6,786 | $308K |
| VanderPol Investments L.L.C. | 0.57% | Add +1.3% | 6,583 | $299K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +13.5% | 5,716 | $259K |
| Farther Finance Advisors, LLC | 0.00% | Add +71.0% | 5,649 | $257K |
| 3EDGE Asset Management, LP | 0.01% | Reduce -10.3% | 5,646 | $257K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.8% | 5,638 | $256K |
| Sigma Planning Corp | 0.01% | Add +9.3% | 5,551 | $252K |
| Strategic Blueprint, LLC | 0.01% | Reduce -36.6% | 5,454 | $248K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,126 | $240K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 5,078 | $231K |
| Independent Advisor Alliance | 0.01% | New | 5,072 | $231K |
| HFG Wealth Management, LLC | 0.13% | New | 4,997 | $227K |
| Arkos Global Advisors | 0.03% | New | 4,640 | $211K |
| Royal Bank of Canada | 0.00% | No change | 4,567 | $208K |
| Nicolet Bankshares Inc. | 0.03% | No change | 4,544 | $207K |
| Opal Capital LLC | 0.05% | — | 4,236 | $205K |
| Forge Financial Services LLC | 0.09% | New | 4,481 | $204K |
| Assetmark, Inc. | 0.00% | Add +350.2% | 4,340 | $197K |
| Larson Financial Group LLC | 0.01% | Add +25.9% | 4,016 | $183K |
| IFP Advisors, Inc | 0.00% | Add +18.4% | 2,909 | $132K |
| Winnacle Wealth LLC | 0.09% | New | 2,779 | $128K |
| Midwest Capital Advisors, LLC | 0.06% | Add +0.3% | 2,812 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 2,520 | $115K |
| SHP Wealth Management | 0.01% | — | 1,413 | $64K |
| Bank of New Hampshire | 0.01% | Reduce -13.7% | 1,260 | $57K |
| Nemes Rush Group LLC | 0.00% | No change | 1,145 | $52K |
| Arax Advisory Partners | 0.00% | New | 917 | $42K |
| N.E.W. Advisory Services LLC | 0.00% | Add +100.7% | 867 | $39K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 817 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 600 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 410 | $19K |
| FMR LLC | 0.00% | Reduce -9.2% | 367 | $17K |
| 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% | 327 | $15K |
| Wealth Watch Advisors, INC | 0.01% | Add +79.0% | 299 | $14K |
| First PREMIER Bank | 0.00% | No change | 250 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 215 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 91 | $4K |
"% 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.