TIMOTHY PLAN US LARGE/MID CA (TPLC) Institutional Ownership Changes & 13F Activity

TIMOTHY PLAN US LARGE/MID CA (TPLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Citadel Advisors Llc, Jones Financial Companies Lllp, Two Sigma Investments, Lp, and United Capital Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+34,632+369.3%44,011$2.22MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-4,898-10.6%41,296$2.08MQ2 2026Aug 28, 2026
United Capital Financial Advisors, LlcBuy+9,141+16.7%63,949$3.22MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+84,77984,779$4.27MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+16,078+64.4%41,056$2.06MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+15,30015,300$770.36KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+5,860+36.1%22,084$1.11MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,425+96.9%8,992$453.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,428+6.5%39,763$2.00MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-1,324-17.6%6,202$312.27KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+696+4.5%16,001$805.60KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-668-6.2%10,035$505.26KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+250+55.6%700$35.25KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+207+7.7%2,898$145.92KQ2 2026Aug 14, 2026
Arkos Global AdvisorsBuy+84+1.8%4,818$243.00KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+17+0.2%6,951$350.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-100.0%0$6.00Q2 2026Aug 14, 2026
Fmr LlcBuy+3,479+1097.5%3,796$191.12KQ2 2026Aug 13, 2026
Ubs Group AgSell-350-1.7%20,083$1.01MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Sell-43-0.8%5,597$281.82KQ2 2026Aug 13, 2026
Morgan StanleySell-1-12.5%7$352.00Q2 2026Aug 13, 2026
Independent Advisor AllianceBuy+4,047+39.1%14,406$725.34KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+2,4692,469$124.31KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-1,869-3.0%61,119$3.08MQ2 2026Aug 12, 2026
Faithward Advisors, LlcSell-867-0.5%184,369$9.28MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+350350$17.62KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+346346$17.38KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+131+1.5%8,676$436.83KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcSell-2,099-9.4%20,306$1.02MQ2 2026Aug 11, 2026
Shp Wealth ManagementSell-674-47.7%739$37.21KQ2 2026Aug 11, 2026
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Frequently asked questions about TPLC activity

  • Which institutional owners are buying TPLC?

    Institutional owners buying TPLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TPLC activity?

    "Buy" means an investor increased their reported position in TPLC compared to the prior reporting period. This reflects growing exposure to TIMOTHY PLAN US LARGE/MID CA (TPLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TPLC increasing?

    Institutional interest in TPLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.