Who owns Timothy Plan US Large/Mid Cap Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TPLC from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 99 institutions disclosed 3.5M shares of Timothy Plan US Large/Mid Cap Core ETF worth $177.1M — about 58.1% of shares outstanding; the largest disclosed holder is Christian Investment Advisors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
99
13F holders
$177.1M
value, 2026 filers
58.1%
of shares outstanding (3.5M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TPLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Christian Investment Advisors, Inc. | 540,938 | $27.2M | 16.1% | 8.9% | +2.0% |
| 2 | LPL Financial LLC | 359,035 | $18.1M | 0.0% | 5.9% | +3.0% |
| 3 | Bare Financial Services, Inc | 215,243 | $10.8M | 2.5% | 3.6% | +2.2% |
| 4 | Geneos Wealth Management Inc. | 194,043 | $9.8M | 0.2% | 3.2% | +1.4% |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 191,486 | $9.6M | 0.5% | 3.2% | +14.1% |
| 6 | Faithward Advisors, LLC | 184,369 | $9.3M | 1.1% | 3% | -0.5% |
| 7 | BENJAMIN EDWARDS INC | 117,869 | $5.9M | 0.1% | 1.9% | +35.7% |
| 8 | Cambridge Investment Research Advisors, Inc. | 108,604 | $5.5M | 0.0% | 1.8% | -2.2% |
| 9 | LVZ, Inc. | 86,396 | $4.4M | 0.4% | 1.4% | +0.4% |
| 10 | Sowell Financial Services LLC | 85,383 | $4.3M | 0.1% | 1.4% | +16.6% |
| 11 | AMERIPRISE FINANCIAL INC | 84,779 | $4.3M | 0.0% | 1.4% | +2.3% |
| 12 | J.W. COLE ADVISORS, INC.NEW | 84,319 | $4.2M | 0.1% | 1.4% | new |
| 13 | Sound Financial Strategies Group, LLC | 78,396 | $3.9M | 2.5% | 1.3% | +1.9% |
| 14 | Turning Point Benefit Group, Inc. | 76,674 | $3.9M | 1.7% | 1.3% | +249.1% |
| 15 | First Heartland Consultants, Inc. | 75,184 | $3.8M | 0.2% | 1.2% | +5.5% |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,949 | $3.2M | 0.0% | 1.1% | +16.7% |
| 17 | Cetera Investment Advisers | 61,119 | $3.1M | 0.0% | 1% | -3.0% |
| 18 | EverSource Wealth Advisors, LLC | 45,193 | $2.3M | 0.1% | 0.7% | -10.5% |
| 19 | CITADEL ADVISORS LLC | 44,011 | $2.2M | 0.0% | 0.7% | +369.3% |
| 20 | Cornerstone Financial Management LLC | 41,296 | $2.1M | 1.7% | 0.7% | -10.6% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 41,056 | $2.1M | 0.0% | 0.7% | +64.4% |
| 22 | RAYMOND JAMES FINANCIAL INC | 39,763 | $2.0M | 0.0% | 0.7% | +6.5% |
| 23 | O'Connor Financial Group LLC | 36,327 | $1.8M | 0.6% | 0.6% | -1.4% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34,709 | $1.7M | 0.0% | 0.6% | +8.0% |
| 25 | VICUS CAPITAL | 30,839 | $1.6M | 0.1% | 0.5% | +9.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.