Who Owns Timothy Plan US Large/Mid Cap Core ETF (TPLC)?Hedge Fund & Institutional Holders

$47.17+0.26 (+0.55%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$37.78$40.67$43.56$46.45$49.34Sep 24Jun 25Mar 26

TPLC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WESTWOOD HOLDINGS GROUP INCNew Position+616K+$28.0B
Christian Investment Advisors, Inc.New Position+527K+$24.0B
Geneos Wealth Management Inc.New Position+184K+$8.4B
SILVER OAK SECURITIES, INCORPORATEDNew Position+85K+$3.9B
LVZ, Inc.New Position+85K+$3.9B
J.W. COLE ADVISORS, INC.New Position+81K+$3.7B
Sowell Financial Services LLCNew Position+64K+$2.9B
Sound Financial Strategies Group, LLCNew Position+62K+$2.8B
O'Connor Financial Group LLCNew Position+38K+$1.8B
VICUS CAPITALNew Position+26K+$1.2B
BOS Asset Management, LLCNew Position+23K+$1.0B
WIN ADVISORS, INCNew Position+17K+$759.0M
SIGMA INVESTMENT COUNSELORS INCNew Position+15K+$672.0M
Values First Advisors, Inc.New Position+12K+$559.0M
CoreCap Advisors, LLCNew Position+12K+$547.0M

TPLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-103K-$17.5B
EverSource Wealth Advisors, LLCDecreased-23K-$3.6B
Cetera Investment AdvisersDecreased-420-$2.6B
AMERIPRISE FINANCIAL INCDecreased-49K-$2.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-49K-$1.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-14K-$1.2B
49 WEALTH MANAGEMENT, LLCDecreased-25K-$1.2B
OSAIC HOLDINGS, INC.Decreased-4K-$887.0M
CITADEL ADVISORS LLCClosed Position-16K-$419.6M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-21K-$408.0M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-84-$239.0M
UBS Group AGDecreased-3K-$83.5M
Bank of New HampshireClosed Position-1K-$67.6M
Creekmur Asset Management LLCClosed Position-206-$9.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WESTWOOD HOLDINGS GROUP INC616,000$28.0B227.63%Share
2Christian Investment Advisors, Inc.527,374$24.0B19.43%Share
3Bare Financial Services, Inc204,934$9.3B2.59%Share
4Geneos Wealth Management Inc.184,292$8.4B0.20%Share
5SILVER OAK SECURITIES, INCORPORATED85,333$3.9B0.26%Share
6LVZ, Inc.85,043$3.9B0.43%Share
7J.W. COLE ADVISORS, INC.80,925$3.7B0.09%Share
8First Heartland Consultants, Inc.70,817$3.2B0.24%Share
9AMERIPRISE FINANCIAL INC69,833$3.0B0.68%Share
10Sowell Financial Services LLC64,046$2.9B0.11%Share
11Sound Financial Strategies Group, LLC62,204$2.8B2.00%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV56,341$2.6B0.16%Share
13UNITED CAPITAL FINANCIAL ADVISORS, LLC48,744$2.0B12.04%Share
14O'Connor Financial Group LLC38,252$1.8B0.72%Share
15TrueWealth Advisors, LLC39,858$1.8B0.47%Share
16Turning Point Benefit Group, Inc.33,761$1.5B0.80%Share
17VICUS CAPITAL25,684$1.2B0.09%Share
18Financial Advisory Corp23,885$1.1B0.16%Share
19BOS Asset Management, LLC22,838$1.0B0.28%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP23,897$1.0B0.12%Share
21RAYMOND JAMES FINANCIAL INC33,543$1.0B0.31%Share
22UBS Group AG20,585$935.0M0.15%Share
23Sound Stewardship, LLC17,189$781.0M0.37%Share
24WIN ADVISORS, INC16,706$759.0M0.32%Share
25SIGMA INVESTMENT COUNSELORS INC14,786$672.0M0.03%Share
26Turning Point Benefit Group, Inc.12,487$567.0M0.30%Share
27CoreCap Advisors, LLC12,046$547.0M0.02%Share
28Sunbelt Securities, Inc.11,317$514.0M0.03%Share
29FOUNDERS GROVE WEALTH PARTNERS, LLC11,205$509.0M0.11%Share
30Frontier Asset Management, LLC10,942$497.0M0.12%Share
31LifeWealth Investments, LLC9,223$419.0M0.13%Share
32KAVAR CAPITAL PARTNERS GROUP, LLC8,906$404.0M0.06%Share
33BCGM Wealth Management, LLC8,300$377.0M0.10%Share
34Regal Investment Advisors LLC7,315$332.0M0.02%Share
3549 WEALTH MANAGEMENT, LLC6,877$312.0M0.03%Share
36Plan A Wealth LLC6,786$308.0M0.15%Share
37Farther Finance Advisors, LLC5,649$256.0M2.74%Share
383EDGE Asset Management, LP5,646$256.0M0.01%Share
39Sigma Planning Corp5,551$252.0M0.01%Share
40Strategic Blueprint, LLC5,454$247.0M0.01%Share
41HFG Wealth Management, LLC4,997$227.0M0.13%Share
42Forge Financial Services LLC4,481$203.0M0.09%Share
43ASSETMARK, INC4,340$197.0M0.40%Share
44Values First Advisors, Inc.3,916$177.0M0.09%Share
45Midwest Capital Advisors, LLC2,812$127.0M0.06%Share
46WINNOW WEALTH LLC2,779$127.0M0.09%Share
47Values First Advisors, Inc.2,539$115.0M0.06%Share
48Values First Advisors, Inc.2,540$115.0M0.06%Share
49AdvisorNet Financial, Inc2,520$114.0M0.01%Share
50Values First Advisors, Inc.1,115$50.0M0.03%Share

TPLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025102$118.8B+45
Q3 202557$67.2B-33
Q2 202590$107.8B-7
Q1 202597$161.5B+13
Q4 202484$863.2B+16
Q3 202468$15.2T+4
Q2 202464$2.2T+10
Q1 202454$710.9T—

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As of Q4 2025, 50 institutional investors hold TPLC (Timothy Plan US Large/Mid Cap Core ETF). The largest holder is WESTWOOD HOLDINGS GROUP INC with $28.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own TPLC?

As of Q4 2025, 50 institutional investors report holding TPLC (Timothy Plan US Large/Mid Cap Core ETF) in their 13F filings.

Who is the largest institutional holder of TPLC?

The largest institutional holder of TPLC is WESTWOOD HOLDINGS GROUP INC with $28.0B in shares.

Is institutional ownership of TPLC increasing or decreasing?

This quarter, 15 institutions opened new positions in TPLC and 3 closed their positions.