Timothy PLN US LRG/Mid CapTPLCETF
13F holders, Q1 2026 (March 31)99holders −5
9new positions
13sold out
1famous investor
$46.56avg. 13F price*
At the end of Q1 2026, 99 institutions reported holding Timothy PLN US LRG/Mid Cap (TPLC) in their 13F filings, down 5 from Q4 2025. 9 opened new positions and 13 sold out. The largest holders were Westwood Holdings Group Inc. ($28.6M), Christian Investment Advisors, Inc. ($25.0M) and LPL Financial LLC ($16.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 13 | $8.2M |
All 13F filers, Q4 2025 → Q1 2026: 347,446 shares bought and 316,229 shares sold, net +31,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Westwood Holdings Group Inc. | 0.21% | No change | 616,000 | $28.6M |
| Christian Investment Advisors, Inc. | 15.80% | Add +0.6% | 530,510 | $25.0M |
| LPL Financial LLC | 0.00% | Add +4.3% | 348,412 | $16.2M |
| Bare Financial Services, Inc | 2.59% | Add +2.8% | 210,668 | $9.8M |
| Geneos Wealth Management Inc. | 0.21% | Add +3.8% | 191,301 | $8.9M |
| Faithward Advisors, LLC | 1.23% | Reduce -0.1% | 185,236 | $8.6M |
| Creative Financial Designs Inc. | 0.47% | Add +197.8% | 167,762 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.5% | 111,043 | $5.2M |
| Benjamin Edwards Inc. | 0.04% | Add +144.8% | 86,889 | $4.0M |
| LVZ, Inc. | 0.46% | Add +1.2% | 86,077 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +18.7% | 82,896 | $4.0M |
| Sound Financial Strategies Group, LLC | 2.44% | Add +23.7% | 76,927 | $3.6M |
| Sowell Financial Services LLC | 0.13% | Add +14.3% | 73,233 | $3.4M |
| First Heartland Consultants, Inc. | 0.25% | Add +0.6% | 71,246 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 62,988 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +12.4% | 54,808 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -15.8% | 50,510 | $2.3M |
| Cornerstone Financial Management LLC | 1.97% | Add +2.4% | 46,194 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 37,335 | $1.7M |
| O'Connor Financial Group LLC | 0.70% | Reduce -3.7% | 36,827 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 32,146 | $1.5M |
| Vicus Capital | 0.10% | Add +9.2% | 28,058 | $1.3M |
| Allworth Financial LP | 0.00% | Add +7.0% | 25,437 | $1.2M |
| Financial Advisory Corp | 0.16% | Add +3.3% | 24,674 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +34.7% | 24,978 | $1.1M |
| BOS Asset Management, LLC | 0.28% | Add +4.2% | 23,785 | $1.1M |
| OneAscent Financial Services LLC | 0.06% | Add +0.7% | 22,405 | $1.0M |
| Turning Point Benefit Group, Inc. | 0.66% | Reduce -52.5% | 21,961 | $1.0M |
| UBS Group AG | 0.00% | Reduce -0.7% | 20,433 | $949K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.3% | 19,996 | $929K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.3% | 19,098 | $887K |
| Sound Stewardship, LLC | 0.40% | Add +10.5% | 18,991 | $882K |
| CoreCap Advisors, LLC | 0.03% | Add +42.9% | 17,214 | $799K |
| Foundations Investment Advisors, LLC | 0.01% | Add +20.6% | 16,224 | $753K |
| Tulsa Wealth Advisors, INC | 0.13% | New | 15,770 | $732K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.8% | 15,305 | $711K |
| Sigma Investment Counselors Inc. | 0.04% | Add +2.4% | 15,145 | $703K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 14,594 | $678K |
| Values First Advisors, Inc. | 0.33% | Add +8.5% | 13,453 | $625K |
| Carlson Financial, Inc. | 0.36% | Add +2.0% | 13,319 | $619K |
| Win Advisors, Inc. | 0.27% | Reduce -24.7% | 12,587 | $585K |
| LifeWealth Investments, LLC | 0.17% | Add +36.2% | 12,563 | $583K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.3% | 12,420 | $577K |
| Founders Grove Wealth Partners, LLC | 0.12% | Add +0.1% | 11,212 | $521K |
| Frontier Asset Management, LLC | 0.11% | Add +1.7% | 11,124 | $517K |
| Black Diamond Financial, LLC | 0.06% | Add +40.8% | 10,980 | $510K |
| World Investment Advisors | 0.01% | New | 10,703 | $497K |
| Independent Advisor Alliance | 0.01% | Add +104.2% | 10,359 | $481K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -9.0% | 10,298 | $478K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +7.9% | 9,606 | $446K |
| Citadel Advisors | 0.00% | New | 9,379 | $436K |
| Harbour Investments, Inc. | 0.01% | Add +2341.4% | 8,545 | $397K |
| BCGM Wealth Management, LLC | 0.10% | No change | 8,300 | $385K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 8,271 | $384K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -90.8% | 7,821 | $363K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 7,638 | $355K |
| Brookstone Capital Management | 0.00% | No change | 7,588 | $352K |
| Regal Investment Advisors LLC | 0.02% | Add +2.9% | 7,526 | $350K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +24.2% | 7,100 | $330K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.6% | 6,957 | $323K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,934 | $322K |
| 49 Wealth Management, LLC | 0.02% | Reduce -0.5% | 6,844 | $318K |
| Harvest Investment Services, LLC | 0.06% | No change | 6,789 | $315K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -3.7% | 6,773 | $315K |
| 3EDGE Asset Management, LP | 0.02% | Add +19.5% | 6,745 | $313K |
| Sigma Planning Corp | 0.01% | Add +2.7% | 5,702 | $265K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 5,640 | $262K |
| Strategic Blueprint, LLC | 0.01% | No change | 5,454 | $253K |
| Arkos Global Advisors | 0.03% | Add +2.0% | 4,734 | $220K |
| Royal Bank of Canada | 0.00% | No change | 4,567 | $212K |
| Forge Financial Services LLC | 0.02% | Reduce -0.5% | 4,458 | $207K |
| Kovack Advisors, Inc. | 0.01% | New | 4,331 | $202K |
| Assetmark, Inc. | 0.00% | No change | 4,340 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -38.2% | 3,140 | $146K |
| JPMorgan Chase & Co. | 0.00% | New | 3,064 | $140K |
| IFP Advisors, Inc | 0.00% | Add +3.2% | 3,003 | $139K |
| Midwest Capital Advisors, LLC | 0.06% | Add +2.5% | 2,883 | $134K |
| AdvisorNet Financial, Inc | 0.01% | Add +12.9% | 2,844 | $132K |
| Larson Financial Group LLC | 0.00% | Reduce -33.0% | 2,691 | $125K |
| SHP Wealth Management | 0.00% | No change | 1,413 | $66K |
| Bank of New Hampshire | 0.01% | No change | 1,260 | $59K |
| Nemes Rush Group LLC | 0.01% | No change | 1,145 | $53K |
| Arax Advisory Partners | 0.00% | No change | 917 | $43K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 817 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 600 | $28K |
| IFG Advisory, LLC | 0.06% | New | 450 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.9% | 434 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 410 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 327 | $15K |
| FMR LLC | 0.00% | Reduce -13.6% | 317 | $15K |
| Peoples Financial Services Corp. | 0.01% | New | 267 | $12K |
| First PREMIER Bank | 0.00% | No change | 250 | $12K |
| Blue Trust, Inc. | 0.00% | Add +28.6% | 117 | $5K |
| Cwm, LLC | 0.00% | No change | 47 | $2K |
| True Wealth Design, LLC | 0.00% | New | 40 | $2K |
| Morgan Stanley | 0.00% | No change | 8 | $380 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 3 | $139 |
| Wells Fargo & Company | 0.00% | No change | 1 | $32 |
"% 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.