Timothy Plan US Large Cap Core ETF (TPLC) Institutional Ownership

$41.62
+0.09 (+0.22%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Timothy Plan US Large Cap Core ETF (NYSEARCA:TPLC)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$43.13M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$11.23M
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TPLC Institutional Buying and Selling by Quarter

Timothy Plan US Large Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 CreativeOne Wealth LLC434,599$18.30M0.7%+17.9%7.761%
5/8/2024 Avantax Advisory Services Inc.13,255$558K0.0%+31.8%0.237%
5/8/2024 Inspire Advisors LLC132,698$5.59M0.8%-21.6%2.370%
5/6/2024 Advisory Alpha LLC12,132$511K0.0%+22.4%0.217%
5/4/2024 Geneos Wealth Management Inc.157,976$6.65M0.3%+10,039.7%2.821%
5/1/2024 StoneX Group Inc.17,726$746K0.1%+1.9%0.317%
4/30/2024 J.W. Cole Advisors Inc.89,124$3.75M0.2%+0.7%1.592%
4/25/2024 Cambridge Investment Research Advisors Inc.71,007$2.99M0.0%+28.1%1.291%
4/24/2024 Win Advisors Inc.27,615$1.16M0.5%+2.3%0.502%
4/23/2024 TrueWealth Advisors LLC24,168$1.02M0.4%+2.8%0.439%
4/23/2024 Raymond James Financial Services Advisors Inc.42,193$1.78M0.0%+2.4%0.767%
4/19/2024 Legacy Wealth Asset Management LLC50,249$2.12M0.6%+6.1%0.914%
4/17/2024 Vicus Capital14,922$628K0.1%+8.0%0.271%
4/16/2024 OneAscent Wealth Management LLC6,710$283K0.1%N/A0.122%
4/12/2024 Whitaker Myers Wealth Managers LTD.7,051$297K0.1%N/A0.114%
4/11/2024 O Connor Financial Group LLC215,083$9.06M5.4%-33.0%3.469%
2/20/2024 Polen Capital Management LLC15,147$579K0.0%-5.5%0.244%
2/13/2024 Belpointe Asset Management LLC28,646$1.10M0.1%-5.8%0.462%
2/13/2024 Polen Capital Management LLC15,147$579K0.0%-5.5%0.244%
2/9/2024 Cambridge Investment Research Advisors Inc.55,445$2.12M0.0%-21.2%0.894%
2/9/2024 EverSource Wealth Advisors LLC95,823$3.66M0.3%+41.4%1.546%
2/9/2024 CreativeOne Wealth LLC368,485$14.08M0.9%+1.4%5.943%
2/8/2024 Financial Advocates Investment Management12,636$483K0.0%+7.0%0.204%
2/7/2024 Avantax Advisory Services Inc.10,059$384K0.0%-26.4%0.162%
2/6/2024 Bare Financial Services Inc11,441$437K0.9%N/A0.185%
2/5/2024 Win Advisors Inc.27,004$1.03M0.5%+12.2%0.436%
2/5/2024 Silver Oak Securities Incorporated146,305$5.59M0.8%+1,764.9%2.360%
2/2/2024 Atria Wealth Solutions Inc.31,130$1.19M0.0%-1.2%0.502%
2/1/2024 Vicus Capital13,816$528K0.1%+2.1%0.223%
1/30/2024 Avior Wealth Management LLC3,433$131K0.0%+8.2%0.055%
1/26/2024 Geneos Wealth Management Inc.1,558$60K0.0%+104.2%0.025%
1/25/2024 International Assets Investment Management LLC40,902$1.56M0.0%N/A0.660%
1/24/2024 International Assets Investment Management LLC40,902$1.56M0.0%N/A0.660%
1/23/2024 Advisory Alpha LLC9,913$379K0.0%N/A0.160%
1/23/2024 LVZ Inc.71,043$2.72M0.4%+0.8%1.146%
1/18/2024 Symphony Financial Ltd. Co.7,445$280K0.1%+9.1%0.120%
1/18/2024 Hill Island Financial LLC317,683$12.14M4.1%-2.2%5.124%
1/18/2024 Well Done LLC5,771$221K0.0%N/A0.093%
1/17/2024 O Connor Financial Group LLC321,228$12.28M7.6%-1.2%5.181%
1/17/2024 Sound Stewardship LLC13,248$506K0.3%+109.0%0.214%
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1/16/2024 Raymond James Financial Services Advisors Inc.41,208$1.58M0.0%+2.2%0.665%
1/16/2024CoreCap Advisors LLC13,445$514K0.0%-2.7%0.217%
1/11/2024 OneAscent Financial Services LLC5,517$211K0.0%N/A0.089%
1/11/2024 Stewardship Advisors LLC22,240$850K0.3%N/A0.359%
1/11/2024 Legacy Wealth Asset Management LLC47,358$1.81M0.6%+4.9%0.764%
1/10/2024 Creative Financial Designs Inc. ADV89,691$3.43M0.3%-1.6%1.447%
11/20/2023 Silver Oak Securities Incorporated7,845$270K0.1%-90.9%0.127%
11/13/2023 LPL Financial LLC148,992$5.14M0.0%+67.3%2.403%
11/13/2023 Frontier Asset Management LLC25,013$862K0.4%-21.5%0.403%
11/13/2023 Polen Capital Management LLC16,025$552K0.0%+10.2%0.258%
11/9/2023 Oliver Lagore Vanvalin Investment Group5,198$179K0.1%+139.2%0.084%
11/8/2023 Atria Wealth Solutions Inc.31,505$1.09M0.0%+25.8%0.508%
11/8/2023 Avantax Advisory Services Inc.13,670$471K0.0%+47.9%0.220%
11/7/2023 TrueWealth Advisors LLC24,084$830K0.4%+11.2%0.388%
11/4/2023 EverSource Wealth Advisors LLC67,762$2.34M0.2%+226.2%1.093%
11/4/2023 HHM Wealth Advisors LLC3,714$128K0.0%+17.4%0.060%
11/1/2023 Legacy Wealth Asset Management LLC45,138$1.56M0.6%+2.8%0.728%
10/30/2023 Win Advisors Inc.24,068$830K0.4%N/A0.388%
10/26/2023 Sound Stewardship LLC6,340$219K0.1%N/A0.102%
10/24/2023 J.W. Cole Advisors Inc.88,334$3.05M0.2%+4.8%1.425%
10/24/2023 Raymond James Financial Services Advisors Inc.40,322$1.39M0.0%+4.7%0.650%
10/24/2023 Cambridge Investment Research Advisors Inc.70,364$2.43M0.0%+9.2%1.135%
10/23/2023 Vicus Capital13,537$467K0.0%+14.3%0.218%
10/23/2023Commonwealth Equity Services LLC7,384$255K0.0%N/A0.119%
10/20/2023 O Connor Financial Group LLC325,191$11.21M7.7%+2.4%5.245%
10/17/2023 CreativeOne Wealth LLC363,479$12.53M0.9%+2.8%5.863%
10/16/2023 Hill Island Financial LLC324,704$11.19M4.4%-0.3%5.237%
10/13/2023 S.A. Mason LLC1,500$52K0.0%N/A0.024%
10/11/2023 Geneos Wealth Management Inc.763$26K0.0%+88.4%0.012%
10/11/2023 AE Wealth Management LLC7,423$256K0.0%+25.9%0.120%
9/7/2023 Strategic Financial Concepts LLC7,615$274K0.1%-7.3%0.123%
8/17/2023 Vicus Capital11,839$426K0.0%+31.2%0.191%
8/16/2023 CreativeOne Wealth LLC353,649$12.72M0.6%+28.1%5.704%
8/10/2023 Cetera Advisor Networks LLC45,531$1.64M0.0%+11.1%0.734%
8/9/2023 Hill Island Financial LLC325,568$11.71M4.4%+0.1%5.251%
8/4/2023 Legacy Wealth Asset Management LLC43,912$1.58M0.6%-1.2%0.708%
8/4/2023Atria Investments Inc110,948$3.99M0.1%-17.2%1.789%
8/4/2023 EverSource Wealth Advisors LLC20,771$747K0.1%+3,186.6%0.335%
8/3/2023 Atria Wealth Solutions Inc.25,050$901K0.0%+9.9%0.404%
8/3/2023 Larson Financial Group LLC2,178$78K0.0%+30.3%0.035%
8/2/2023 Values First Advisors Inc.4,812$173K0.1%+56.1%0.078%
8/2/2023 Nemes Rush Group LLC1,145$41K0.0%N/A0.018%
8/2/2023 Silver Oak Securities Incorporated85,919$3.09M0.5%+249.9%1.386%
8/2/2023 Sigma Planning Corp30,521$1.10M0.0%+2.4%0.492%
7/31/2023 LPL Financial LLC89,046$3.20M0.0%+124.5%1.436%
7/31/2023 TrueWealth Advisors LLC21,668$780K0.3%+95.1%0.374%
7/28/2023 Bank of New Hampshire900$32K0.0%N/A0.016%
7/27/2023 J.W. Cole Advisors Inc.84,293$3.03M0.2%+0.9%1.453%
7/26/2023 First Heartland Consultants Inc.6,722$242K0.0%-16.2%0.116%
7/26/2023 Creative Financial Designs Inc. ADV81,841$2.94M0.3%+203.3%1.411%
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7/25/2023 Raymond James Financial Services Advisors Inc.38,509$1.39M0.0%+10.9%0.664%
7/14/2023 O Connor Financial Group LLC317,498$11.42M7.9%+10.5%5.474%
7/13/2023 Cambridge Investment Research Advisors Inc.64,436$2.32M0.0%+13.3%1.111%
7/10/2023 AE Wealth Management LLC5,898$212K0.0%N/A0.102%
5/22/2023 Arete Wealth Advisors LLC17,737$611K0.0%N/A0.303%
5/11/2023 Financial Advocates Investment Management10,716$369K0.0%+7.6%0.183%
5/10/2023Atria Investments Inc133,949$4.61M0.1%-12.4%2.290%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC3,158$109K0.0%N/A0.054%
5/10/2023 Frontier Asset Management LLC31,803$1.10M0.5%+84.0%0.544%
5/8/2023 Sigma Planning Corp29,799$1.03M0.0%+1.7%0.509%
(Data available from 1/1/2016 forward)

TPLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPLC shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Timothy Plan US Large Cap Core ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($18.30M), Ambassador Advisors LLC ($18.14M), Hill Island Financial LLC ($12.14M), O Connor Financial Group LLC ($9.06M), Geneos Wealth Management Inc. ($6.65M), Silver Oak Securities Incorporated ($5.59M), and Inspire Advisors LLC ($5.59M).Learn more on TPLC's institutional investors.

Which institutional investors have been buying Timothy Plan US Large Cap Core ETF stock?

Of the 58 institutional investors that purchased Timothy Plan US Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: O Connor Financial Group LLC ($325.19K), Silver Oak Securities Incorporated ($224.38K), Ambassador Advisors LLC ($207.57K), CreativeOne Wealth LLC ($181.28K), Geneos Wealth Management Inc. ($158.16K), LPL Financial LLC ($125.89K), and Atria Investments Inc ($98.35K).

How much institutional buying is happening at Timothy Plan US Large Cap Core ETF?

Institutional investors have bought a total of 2,173,053 shares in the last 24 months. This purchase volume represents approximately $77.01M in transactions.

Which Timothy Plan US Large Cap Core ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Timothy Plan US Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: O Connor Financial Group LLC ($110.11K), Ambassador Advisors LLC ($107.96K), Silver Oak Securities Incorporated ($78.07K), Atria Investments Inc ($41.91K), Inspire Advisors LLC ($36.57K), Atria Investments LLC ($21.16K), and Frontier Asset Management LLC ($20.80K).

How much institutional selling is happening at Timothy Plan US Large Cap Core ETF?

Institutional investors have sold a total of 505,250 shares in the last 24 months. This volume of shares sold represents approximately $18.40M in transactions.


This page (NYSEARCA:TPLC) was last updated on 5/20/2024 by MarketBeat.com Staff

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