Timothy Plan US Large/Mid CaTPLEETF
13F holders, Q2 2024 (June 30)13holders +1
3new positions
3sold out
$24.23avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Timothy Plan US Large/Mid Ca (TPLE) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.1M), First Heartland Consultants, Inc. ($931K) and Sunbelt Securities, Inc. ($692K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $491K |
| Exits | 3 | $50K |
All 13F filers, Q1 2024 → Q2 2024: 36,208 shares bought and 70,505 shares sold, net −34,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 128,246 | $3.1M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -54.2% | 38,506 | $931K |
| Sunbelt Securities, Inc. | 0.07% | Add +14.6% | 28,613 | $692K |
| Susquehanna International Group, LLP | 0.00% | Add +75.2% | 28,552 | $691K |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 28,343 | $685K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -14.8% | 14,968 | $377K |
| Optivise Advisory Services LLC | 0.16% | — | 11,987 | $290K |
| 3EDGE Asset Management, LP | 0.02% | New | 10,095 | $244K |
| LPL Financial LLC | 0.00% | New | 9,080 | $220K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -67.6% | 8,695 | $210K |
| IFP Advisors, Inc | 0.00% | New | 1,129 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 948 | $23K |
| Morgan Stanley | 0.00% | No change | 1 | $44 |
"% 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.