Timothy Plan US Large/Mid Cap Core ETF

TPLC • ARCA

Timothy Plan US Large/Mid Cap Core ETF is an exchange-traded fund on ARCA. As of Q3 2025, 90 institutional investors hold shares in this ETF, with total holdings valued at $137.2M. Christian Investment Advisors, Inc. is the largest holder with a position valued at $23.1M.

Overview

Overview of institutional ownership in TPLC as of Q3 2025

All Institutions

Institutions: 90
Value Held: $137.2M
Shares Held: 3.0M
Avg Position: $1.5M
Median Position: $441.4K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in TPLC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Christian Investment Advisors, Inc. Institution	-	$23.1M 18.54% of portfolio	498.5K shares	Q4 2024 Held for 11 months	$124.5M
L LPL Financial LLC Institution	-	$13.8M 0.00% of portfolio	297.1K shares	Q3 2020 Held for 5y 2m	$340.07B
B Bare Financial Services, Inc Institution	-	$9.2M 2.92% of portfolio	199.4K shares	Q4 2023 Held for 1y 11m	$316.0M
Ambassador Advisors, LLC RIA/Wealth	Christopher George Cousins President	$8.8M 1.33% of portfolio	189.1K shares	Q4 2019 Held for 5y 11m	$656.4M
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	$8.4M 0.21% of portfolio	182.4K shares	Q3 2022 Held for 3y 2m	$3.9B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$5.5M 0.00% of portfolio	118.5K shares	Q4 2019 Held for 5y 11m	$433.11B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$4.1M 0.01% of portfolio	89.4K shares	Q2 2020 Held for 5y 5m	$33.5B
LVZ Advisors, Inc. RIA/Wealth	Nathan Louis Baumann President	$3.9M 0.45% of portfolio	84.3K shares	Q3 2019 Held for 6y 2m	$869.4M
SILVER OAK SECURITIES, Inc RIA/Wealth	William Elliston Ii Hopkins President	$3.7M 0.28% of portfolio	79.2K shares	Q3 2022 Held for 3y 2m	$1.3B
E EverSource Wealth Advisors, LLC RIA/Wealth	Joshua Seth Sweren Managing Partner	$3.4M 0.14% of portfolio	73.2K shares	Q4 2021 Held for 3y 11m	$2.5B

Net Capital Flow

Institutional buying and selling activity for TPLC in Q3 2025

Traded: −$8.7M
Buyers: 43
Sellers: 38
Total Bought: +$10.6M
Total Sold: −$19.3M
Avg Position: $1.4M

Biggest Buyers

Institution	Net Bought	Current Position
Sowell Financial Services LLC RIA/Wealth	+$3.0M +64.2K shares	$3.0M 64.2K shares
Cetera Investment Advisers RIA/Wealth	+$1.4M +30.4K shares	$2.3M 49.9K shares
LVZ Advisors, Inc. RIA/Wealth	+$1.1M +23.6K shares	$3.9M 84.3K shares
L LPL Financial LLC Institution	+$841.4K +18.2K shares	$13.8M 297.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$705.8K +15.2K shares	$2.0M 42.7K shares
W WIN ADVISORS, INC RIA/Wealth	+$567.6K +12.3K shares	$1.5M 33.4K shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	+$363.9K +7.9K shares	$1.6M 35.5K shares
V VanderPol Investments L.L.C. RIA/Wealth	+$300.0K +6.5K shares	$300.0K 6.5K shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	+$265.1K +5.7K shares	$2.1M 46.2K shares
PFG Financial Advisors RIA/Wealth	+$223.2K +4.8K shares	$1.2M 24.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Christian Investment Advisors, Inc. Institution	−$5.5M −119.7K shares	$23.1M 498.5K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	−$3.3M −72.2K shares	$3.7M 79.2K shares
B Bare Financial Services, Inc Institution	−$3.1M −67.2K shares	$9.2M 199.4K shares
O OneAscent Financial Services LLC RIA/Wealth	−$1.9M −42.1K shares	$1.5M 31.9K shares
Kestra Advisory Services, LLC RIA/Wealth	−$1.0M −22.2K shares	$1.2M 26.0K shares
Plan A Wealth LLC RIA/Wealth	−$634.7K −13.7K shares	$436.6K 9.4K shares
Financial Advocates Investment Management RIA/Wealth	−$581.5K −13.0K shares	Sold Off 0 shares
Advisory Alpha, LLC RIA/Wealth	−$524.7K −11.7K shares	Sold Off 0 shares
INTL FCSTONE INC. Institution	−$432.4K −9.6K shares	Sold Off 0 shares
E EverSource Wealth Advisors, LLC RIA/Wealth	−$401.0K −8.7K shares	$3.4M 73.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TPLC in Q3 2025

New Positions: 5
New Value: $516.9K
Exited Positions: 5
Exited Value: $1.7M

New Positions

Institution	Position Value
V VanderPol Investments L.L.C. RIA/Wealth	$300.0K 6.5K shares
Farther Finance Advisors, LLC RIA/Wealth	$153.0K 3.3K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	$44.6K 964.0 shares
F First PREMIER Bank Institution	$11.6K 250.0 shares
Wealth Watch Advisors, INC RIA/Wealth	$7.7K 167.0 shares

Exited Positions

Institution	Previous Position
Financial Advocates Investment Management RIA/Wealth	$581.5K 13.0K shares
Advisory Alpha, LLC RIA/Wealth	$524.7K 11.7K shares
INTL FCSTONE INC. Institution	$432.4K 9.6K shares
S S.A. Mason LLC RIA/Wealth	$73.6K 1.6K shares
SRS Capital Advisors, Inc. RIA/Wealth	$54.6K 1.2K shares

Options Activity

Institutions with the largest Call and Put options positions in TPLC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TPLC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Christian Investment Advisors, Inc. Institution	-	18.54% $23.1M	498.5K shares	Q4 2024 Held for 11 months	$124.5M
B Bare Financial Services, Inc Institution	-	2.92% $9.2M	199.4K shares	Q4 2023 Held for 1y 11m	$316.0M
Sound Financial Strategies Group, LLC RIA/Wealth	Michael Victor Young Managing Partner	2.04% $2.8M	59.8K shares	Q2 2024 Held for 1y 5m	$135.8M
Ambassador Advisors, LLC RIA/Wealth	Christopher George Cousins President	1.33% $8.8M	189.1K shares	Q4 2019 Held for 5y 11m	$656.4M
T Turning Point Benefit Group, Inc. Institution	-	0.92% $1.5M	32.9K shares	Q4 2024 Held for 11 months	$165.6M
O'Connor Financial Group LLC RIA/Wealth	Timothy Joseph Oconnor Founder	0.79% $1.7M	37.5K shares	Q1 2023 Held for 2y 8m	$219.7M
W WIN ADVISORS, INC RIA/Wealth	Denis Stephen Walsh President	0.75% $1.5M	33.4K shares	Q4 2021 Held for 3y 11m	$205.5M
V VanderPol Investments L.L.C. RIA/Wealth	Mark Adam Vanderpol President	0.60% $300.0K	6.5K shares	Q3 2025 Held for 2 months	$50.2M
TrueWealth Advisors, LLC RIA/Wealth	Larry Jason Sims Managing Partner	0.51% $1.7M	37.0K shares	Q4 2022 Held for 2y 11m	$336.6M
LVZ Advisors, Inc. RIA/Wealth	Nathan Louis Baumann President	0.45% $3.9M	84.3K shares	Q3 2019 Held for 6y 2m	$869.4M