13FBOX
TIMOTHY PLAN US LARGE/MID CAP CORE ETF · 13F Institutional Holdings
Options Calculator Rankings
T

TIMOTHY PLAN US LARGE/MID CAP CORE ETF

TPLC
Institutions
98
Combined AUM (Q2 2026)
$176.5M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+399,193
63 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-700,909
32 · 9 Exit · ≈
⚖️ Net
-301,716
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$176.5M
Institutions
98
New Buys
9
Adds
54
Reduces
23
Exits
9
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Christian Investment Advisors, Inc.
16.05%15.8%#1$27.2M540,938$25.0M530,510+10,428+1.97%Add
LPL Financial LLC
<0.01%<0.01%#62$18.1M359,035$16.2M348,412+10,623+3.05%Add
Bare Financial Services, Inc
2.49%2.59%#3$10.8M215,243$9.8M210,668+4,575+2.17%Add
Geneos Wealth Management Inc.
0.2%0.21%#15$9.8M194,043$8.9M191,301+2,742+1.43%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.46%0.47%#8$9.6M191,486$7.8M167,762+23,724+14.14%Add
Faithward Advisors, LLC
1.13%1.23%#6$9.3M184,369$8.6M185,236-867-0.47%Reduce
BENJAMIN EDWARDS INC
0.05%0.04%#31$5.9M117,869$4.0M86,889+30,980+35.65%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#46$5.5M108,604$5.2M111,043-2,439-2.20%Reduce
LVZ, Inc.
0.44%0.46%#9$4.4M86,396$4.0M86,077+319+0.37%Add
Sowell Financial Services LLC
0.14%0.13%#19$4.3M85,383$3.4M73,233+12,150+16.59%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#76$4.3M84,779$4.0M82,896+1,883+2.27%Add
J.W. COLE ADVISORS, INC.
0.07%#27$4.2M84,319$00+84,319New Buy
Sound Financial Strategies Group, LLC
2.51%2.44%#2$3.9M78,396$3.6M76,927+1,469+1.91%Add
Turning Point Benefit Group, Inc.
1.66%0.66%#5$3.9M76,674$1.0M21,961+54,713+249.14%Add
First Heartland Consultants, Inc.
0.25%0.25%#13$3.8M75,184$3.3M71,246+3,938+5.53%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.02%0.02%#41$3.2M63,949$2.5M54,808+9,141+16.68%Add
Cetera Investment Advisers
<0.01%<0.01%#67$3.1M61,119$2.9M62,988-1,869-2.97%Reduce
EverSource Wealth Advisors, LLC
0.08%0.07%#26$2.3M45,193$2.3M50,510-5,317-10.53%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#87$2.2M44,011$435,5619,379+34,632+369.25%Add
Cornerstone Financial Management LLC
1.67%1.97%#4$2.1M41,296$2.1M46,194-4,898-10.60%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#78$2.1M41,056$1.1M24,978+16,078+64.37%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#83$2.0M39,763$1.7M37,335+2,428+6.50%Add
O'Connor Financial Group LLC
0.65%0.7%#7$1.8M36,327$1.7M36,827-500-1.36%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#75$1.7M34,709$1.5M32,146+2,563+7.97%Add
VICUS CAPITAL
0.1%0.1%#24$1.6M30,839$1.3M28,058+2,781+9.91%Add
Allworth Financial LP
0.01%<0.01%#58$1.3M26,038$1.2M25,437+601+2.36%Add
BOS Asset Management, LLC
0.28%0.28%#12$1.2M23,951$1.1M23,785+166+0.70%Add
Financial Advisory Corp
0.16%0.16%#18$1.2M23,230$1.1M24,674-1,444-5.85%Reduce
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#49$1.1M22,084$753,45016,224+5,860+36.12%Add
OneAscent Financial Services LLC
0.05%0.06%#33$1.0M20,306$1.0M22,405-2,099-9.37%Reduce
UBS Group AG
<0.01%<0.01%#90$1.0M20,083$948,90920,433-350-1.71%Reduce
CoreCap Advisors, LLC
0.03%0.03%#38$926,41518,400$799,41817,214+1,186+6.89%Add
Tulsa Wealth Advisors, INC
0.13%0.13%#20$905,57117,986$732,35815,770+2,216+14.05%Add
Sound Stewardship, LLC
0.36%0.4%#10$878,41317,446$881,94218,991-1,545-8.14%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#74$805,60316,001$710,73015,305+696+4.55%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#73$795,99415,809$677,72414,594+1,215+8.33%Add
Values First Advisors, Inc.
0.36%0.33%#11$784,96315,590$624,75813,453+2,137+15.88%Add
TWO SIGMA INVESTMENTS, LP
<0.01%#81$770,35515,300$00+15,300New Buy
SIGMA INVESTMENT COUNSELORS INC
0.04%0.04%#35$766,57515,225$703,35415,145+80+0.53%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#69$728,51914,469$886,89019,098-4,629-24.24%Reduce
Independent Advisor Alliance
0.02%0.01%#42$725,34214,406$481,07110,359+4,047+39.07%Add
LifeWealth Investments, LLC
0.19%0.17%#16$719,19914,284$583,42612,563+1,721+13.70%Add
3EDGE Asset Management, LP
0.03%0.02%#36$706,05814,023$313,2386,745+7,278+107.90%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#89$687,75713,660$576,79912,420+1,240+9.98%Add
WIN ADVISORS, INC
0.22%0.27%#14$623,97912,393$584,54912,587-194-1.54%Reduce
Black Diamond Financial, LLC
0.05%0.06%#32$595,89211,835$509,91110,980+855+7.79%Add
KAVAR CAPITAL PARTNERS GROUP, LLC
0.07%0.06%#28$588,39011,686$446,1039,606+2,080+21.65%Add
Frontier Asset Management, LLC
0.1%0.11%#23$580,40711,527$516,61611,124+403+3.62%Add
Demars Financial Group, LLC
0.16%#17$570,21411,325$00+11,325New Buy
FOUNDERS GROVE WEALTH PARTNERS, LLC
0.11%0.12%#22$560,94911,141$520,68511,212-71-0.63%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow