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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +34,632 | +369.3% | 44,011 | $2.22M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -4,898 | -10.6% | 41,296 | $2.08M | Q2 2026 | Aug 28, 2026 |
| United Capital Financial Advisors, Llc | Buy | +9,141 | +16.7% | 63,949 | $3.22M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +84,779 | — | 84,779 | $4.27M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +16,078 | +64.4% | 41,056 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +15,300 | — | 15,300 | $770.36K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +5,860 | +36.1% | 22,084 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,425 | +96.9% | 8,992 | $453.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,428 | +6.5% | 39,763 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -1,324 | -17.6% | 6,202 | $312.27K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +696 | +4.5% | 16,001 | $805.60K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -668 | -6.2% | 10,035 | $505.26K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +250 | +55.6% | 700 | $35.25K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +207 | +7.7% | 2,898 | $145.92K | Q2 2026 | Aug 14, 2026 |
| Arkos Global Advisors | Buy | +84 | +1.8% | 4,818 | $243.00K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +17 | +0.2% | 6,951 | $350.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $6.00 | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Buy | +3,479 | +1097.5% | 3,796 | $191.12K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -350 | -1.7% | 20,083 | $1.01M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Sell | -43 | -0.8% | 5,597 | $281.82K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -12.5% | 7 | $352.00 | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | Buy | +4,047 | +39.1% | 14,406 | $725.34K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,469 | — | 2,469 | $124.31K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,869 | -3.0% | 61,119 | $3.08M | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Sell | -867 | -0.5% | 184,369 | $9.28M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +350 | — | 350 | $17.62K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +346 | — | 346 | $17.38K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +131 | +1.5% | 8,676 | $436.83K | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Sell | -2,099 | -9.4% | 20,306 | $1.02M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Sell | -674 | -47.7% | 739 | $37.21K | Q2 2026 | Aug 11, 2026 |
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.