Timothy Plan US Large/Mid CaTPLEETF
13F holders, Q1 2024 (March 31)12holders
$25.05avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Timothy Plan US Large/Mid Ca (TPLE) in their 13F filings. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.3M), First Heartland Consultants, Inc. ($2.1M) and Cetera Investment Advisers ($723K).
- Company
- Timothy Plan US Large/Mid Ca
- CUSIP
- 887432284
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3K |
| Exits | 2 | $80K |
Ownership 12 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 130,051 | $3.3M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -35.6% | 84,028 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +96.6% | 28,772 | $723K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 26,862 | $675K |
| Sunbelt Securities, Inc. | 0.07% | Add +8.6% | 24,965 | $627K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -38.8% | 17,570 | $417K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.1% | 16,297 | $409K |
| Sound Financial Strategies Group, LLC | 0.03% | No change | 1,320 | $33K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 947 | $24K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 559 | $14K |
| Royal Bank of Canada | 0.00% | New | 101 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is TPLE's weight in each manager's 13F, not the share of Timothy Plan US Large/Mid Ca the manager owns.