TPLC Institutional Ownership
Timothy Plan US Large/Mid Cap Core ETF
1W: +0.2%
1M: -2.5%
3M: -3.3%
YTD: +6.9%
1Y: +6.1%
3Y: +45.8%
5Y: +41.9%
$48.96
+0.22 (+0.45%)
Weekly Expected Move ±1.2%
$48
$48
$49
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TPLC
106
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
177M
Total Invested
9
New Positions
54
Increased
32
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (120 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Christian Investment Advisors, Inc. | 540,938 | $26M | +10,428 | +2.0% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 359,035 | $18M | +10,623 | +3.0% | 24Q | SEC ↗ |
| 3 | Bare Financial Services, Inc | 215,243 | $11M | +4,575 | +2.2% | 11Q | SEC ↗ |
| 4 | Geneos Wealth Management Inc. | 194,043 | $10M | +2,742 | +1.4% | 16Q | SEC ↗ |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 191,486 | $9M | +23,724 | +14.1% | 27Q | SEC ↗ |
| 6 | Faithward Advisors, LLC | 184,369 | $9M | -867 | -0.5% | 22Q | SEC ↗ |
| 7 | BENJAMIN EDWARDS INC | 117,869 | $6M | +30,980 | +35.7% | 3Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 108,604 | $5M | -2,439 | -2.2% | 25Q | SEC ↗ |
| 9 | LVZ, Inc. | 86,396 | $4M | +319 | +0.4% | 28Q | SEC ↗ |
| 10 | Sowell Financial Services LLC | 85,383 | $4M | +12,150 | +16.6% | 4Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 84,779 | $4M | +1,883 | +2.3% | 16Q | SEC ↗ |
| 12 | J.W. COLE ADVISORS, INC. NEW | 84,319 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sound Financial Strategies Group, LLC | 78,396 | $4M | +1,469 | +1.9% | 9Q | SEC ↗ |
| 14 | Turning Point Benefit Group, Inc. | 76,674 | $4M | +54,713 | +249.1% | 7Q | SEC ↗ |
| 15 | First Heartland Consultants, Inc. | 75,184 | $4M | +3,938 | +5.5% | 10Q | SEC ↗ |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,949 | $3M | +9,141 | +16.7% | 7Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 61,119 | $3M | -1,869 | -3.0% | 10Q | SEC ↗ |
| 18 | EverSource Wealth Advisors, LLC | 45,193 | $2M | -5,317 | -10.5% | 19Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 44,011 | $2M | +34,632 | +369.3% | 2Q | SEC ↗ |
| 20 | Cornerstone Financial Management LLC | 41,296 | $2M | -4,898 | -10.6% | 3Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 41,056 | $2M | +16,078 | +64.4% | 8Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 39,763 | $2M | +2,428 | +6.5% | 7Q | SEC ↗ |
| 23 | O'Connor Financial Group LLC | 36,327 | $2M | -500 | -1.4% | 14Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 34,709 | $2M | +2,563 | +8.0% | 20Q | SEC ↗ |
| 25 | VICUS CAPITAL | 30,839 | $2M | +2,781 | +9.9% | 14Q | SEC ↗ |
| 26 | Allworth Financial LP | 26,038 | $1M | +601 | +2.4% | 7Q | SEC ↗ |
| 27 | BOS Asset Management, LLC | 23,951 | $1M | +166 | +0.7% | 3Q | SEC ↗ |
| 28 | Financial Advisory Corp | 23,230 | $1M | -1,444 | -5.9% | 7Q | SEC ↗ |
| 29 | Foundations Investment Advisors, LLC | 22,084 | $1M | +5,860 | +36.1% | 6Q | SEC ↗ |
| 30 | OneAscent Financial Services LLC | 20,306 | $994K | -2,099 | -9.4% | 5Q | SEC ↗ |
| 31 | UBS Group AG | 20,083 | $983K | -350 | -1.7% | 17Q | SEC ↗ |
| 32 | CoreCap Advisors, LLC | 18,400 | $901K | +1,186 | +6.9% | 8Q | SEC ↗ |
| 33 | Tulsa Wealth Advisors, INC | 17,986 | $881K | +2,216 | +14.1% | 2Q | SEC ↗ |
| 34 | Sound Stewardship, LLC | 17,446 | $854K | -1,545 | -8.1% | 12Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 16,001 | $783K | +696 | +4.5% | 26Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 15,809 | $774K | +1,215 | +8.3% | 12Q | SEC ↗ |
| 37 | Values First Advisors, Inc. | 15,590 | $763K | +2,137 | +15.9% | 8Q | SEC ↗ |
| 38 | TWO SIGMA INVESTMENTS, LP NEW | 15,300 | $749K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SIGMA INVESTMENT COUNSELORS INC | 15,225 | $745K | +80 | +0.5% | 9Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 14,469 | $708K | -4,629 | -24.2% | 16Q | SEC ↗ |
| 41 | Independent Advisor Alliance | 14,406 | $705K | +4,047 | +39.1% | 3Q | SEC ↗ |
| 42 | LifeWealth Investments, LLC | 14,284 | $699K | +1,721 | +13.7% | 3Q | SEC ↗ |
| 43 | 3EDGE Asset Management, LP | 14,023 | $687K | +7,278 | +107.9% | 7Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 13,660 | $669K | +1,240 | +10.0% | 16Q | SEC ↗ |
| 45 | CARLSON FINANCIAL, INC. | 13,234 | $648K | -85 | -0.6% | 3Q | SEC ↗ |
| 46 | WIN ADVISORS, INC | 12,393 | $607K | -194 | -1.5% | 12Q | SEC ↗ |
| 47 | Black Diamond Financial, LLC | 11,835 | $579K | +855 | +7.8% | 3Q | SEC ↗ |
| 48 | KAVAR CAPITAL PARTNERS GROUP, LLC | 11,686 | $572K | +2,080 | +21.7% | 6Q | SEC ↗ |
| 49 | Frontier Asset Management, LLC | 11,527 | $564K | +403 | +3.6% | 18Q | SEC ↗ |
| 50 | Demars Financial Group, LLC NEW | 11,325 | $554K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 84,319 | $4M |
| TWO SIGMA INVESTMENTS, LP | 15,300 | $749K |
| Demars Financial Group, LLC | 11,325 | $554K |
| Private Advisor Group, LLC | 6,473 | $317K |
| McAdam, LLC | 4,326 | $212K |
| Mascagni Wealth Management, Inc. | 4,012 | $196K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,595 | $127K |
| Aptus Capital Advisors, LLC | 2,469 | $121K |
| Harborfront Financial Group LLC | 62 | $3K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616,000 | $30M |
| TrueWealth Advisors, LLC | 39,858 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,996 | $979K |
| GOLDMAN SACHS GROUP INC | 17,247 | $844K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7,036 | $344K |
| 49 WEALTH MANAGEMENT, LLC | 6,844 | $335K |
| Harvest Investment Services, LLC | 6,789 | $332K |
| Plan A Wealth LLC | 6,786 | $332K |
| OneAscent Wealth Management LLC | 6,773 | $332K |
| Farther Finance Advisors, LLC | 5,649 | $277K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,126 | $251K |
| HFG Wealth Management, LLC | 4,997 | $245K |
| NICOLET BANKSHARES INC | 4,544 | $222K |
| OPAL CAPITAL LLC | 4,236 | $207K |
| WINNOW WEALTH LLC | 2,779 | $136K |
| Comprehensive Financial Planning, I | 817 | $40K |
| Wealth Watch Advisors, INC | 299 | $15K |
| Steward Partners Investment Advisor | 215 | $11K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | -5,317 | -10.5% | 45,193 |
| Cornerstone Financial Management LL | -4,898 | -10.6% | 41,296 |
| Kestra Advisory Services, LLC | -4,629 | -24.2% | 14,469 |
| JPMORGAN CHASE & CO | -2,718 | -88.7% | 346 |
| Cambridge Investment Research Advis | -2,439 | -2.2% | 108,604 |
| OneAscent Financial Services LLC | -2,099 | -9.4% | 20,306 |
| Cetera Investment Advisers | -1,869 | -3.0% | 61,119 |
| Sound Stewardship, LLC | -1,545 | -8.1% | 17,446 |
| Financial Advisory Corp | -1,444 | -5.9% | 23,230 |
| Regal Investment Advisors LLC | -1,324 | -17.6% | 6,202 |
| ASSETMARK, INC | -1,094 | -25.2% | 3,246 |
| Sunbelt Securities, Inc. | -1,019 | -9.0% | 10,298 |
| Faithward Advisors, LLC | -867 | -0.5% | 184,369 |
| SHP Wealth Management | -674 | -47.7% | 739 |
| World Investment Advisors | -668 | -6.2% | 10,035 |
| O'Connor Financial Group LLC | -500 | -1.4% | 36,327 |
| UBS Group AG | -350 | -1.7% | 20,083 |
| SILVER OAK SECURITIES, INCORPORATED | -315 | -4.0% | 7,506 |
| WIN ADVISORS, INC | -194 | -1.5% | 12,393 |
| PNC Financial Services Group, Inc. | -151 | -4.8% | 2,989 |