Timothy Plan US Large/Mid CaTPLEETF

13F holders, Q4 2024 (December 31)
16holders +2
4new positions
3sold out
1famous investor
$25.57avg. 13F price*

At the end of Q4 2024, 16 institutions reported holding Timothy Plan US Large/Mid Ca (TPLE) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.2M), Citadel Advisors ($918K) and Sunbelt Securities, Inc. ($715K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Timothy Plan US Large/Mid Ca
CUSIP
887432284
Latest filing quarter
Q4 2025

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 16Q4 2024Q1 2025: 16Q1 2025Q2 2025: 15Q2 2025Q3 2025: 17Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$1.0M
Exits3$801K

All 13F filers, Q3 2024 → Q4 2024: 48,761 shares bought and 60,042 shares sold, net −11,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Cambridge Investment Research Advisors, Inc. 0.01% Add +3.9% 125,617 $3.2M
Citadel Advisors 0.00% New 35,916 $918K
Sunbelt Securities, Inc. 0.06% Reduce -3.5% 27,934 $715K
Susquehanna International Group, LLP 0.00% Reduce -14.4% 26,582 $680K
IFP Advisors, Inc 0.01% Add +43.1% 16,224 $415K
First Heartland Consultants, Inc. 0.04% Reduce -47.9% 15,184 $388K
Creative Financial Designs Inc. 0.03% Reduce -4.0% 14,822 $379K
Cetera Investment Advisers 0.00% Reduce -3.0% 10,458 $267K
Optivise Advisory Services LLC 0.12% Reduce -39.5% 8,522 $218K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.8% 7,576 $194K
AE Wealth Management LLC 0.00% Reduce -28.3% 5,648 $144K
Winnacle Wealth LLC 0.12% — 4,765 $122K
Osaic Holdings, Inc. 0.00% New 3,053 $78K
UBS Group AG 0.00% New 141 $4K
Royal Bank of Canada 0.00% New 101 $3K
Morgan Stanley 0.00% Reduce -50.0% 1 $42

"% 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.