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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Eversource Wealth Advisors, Llc, Benjamin Edwards Inc, Turning Point Benefit Group, Inc., Tulsa Wealth Advisors, Inc, and Sound Financial Strategies Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+1,097+2.4%46,194$2.15MQ1 2026Aug 28, 2026
Sunbelt Securities, Inc.Sell-1,019-9.0%10,298$478.23KQ1 2026May 18, 2026
Citadel Advisors LlcBuy+9,379—9,379$435.56KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+8,195+2341.4%8,545$396.86KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+6,429+34.7%24,978$1.14MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+6,064+12.4%54,808$2.54MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-3,901-16.3%19,996$928.61KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-2,874-15.8%15,305$710.73KQ1 2026May 15, 2026
Allworth Financial LpBuy+1,667+7.0%25,437$1.18MQ1 2026May 15, 2026
Larson Financial Group LlcSell-1,325-33.0%2,691$124.97KQ1 2026May 15, 2026
3Edge Asset Management, LpBuy+1,099+19.5%6,745$313.24KQ1 2026May 15, 2026
Fmr LlcSell-50-13.6%317$14.70KQ1 2026May 15, 2026
Eversource Wealth Advisors, LlcSell-58,551-97.6%1,418$356.10KQ1 2026May 14, 2026
Bare Financial Services, IncBuy+5,734+2.8%210,668$9.78MQ1 2026May 14, 2026
Raymond James Financial IncBuy+3,642+10.8%37,335$1.73MQ1 2026May 14, 2026
Regal Investment Advisors LlcBuy+211+2.9%7,526$349.51KQ1 2026May 14, 2026
Kovack Advisors, Inc.Buy+4,331—4,331$201.91KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+3,087+5.2%62,988$2.93MQ1 2026May 13, 2026
Arkos Global AdvisorsBuy+94+2.0%4,734$220.00KQ1 2026May 13, 2026
49 Wealth Management, LlcSell-33-0.5%6,844$317.86KQ1 2026May 13, 2026
Ameritas Investment Partners, Inc.Buy+2+0.0%5,640$261.92KQ1 2026May 13, 2026
Benjamin Edwards IncBuy+51,390+144.8%86,889$4.04MQ1 2026May 12, 2026
Turning Point Benefit Group, Inc.Sell-24,287-52.5%21,961$1.03MQ1 2026May 12, 2026
Independent Advisor AllianceBuy+5,287+104.2%10,359$481.07KQ1 2026May 12, 2026
Ifg Advisory, LlcBuy+450—450$20.90KQ1 2026May 12, 2026
Tulsa Wealth Advisors, IncBuy+15,770—15,770$732.36KQ1 2026May 11, 2026
Foundations Investment Advisors, LlcBuy+2,769+20.6%16,224$753.45KQ1 2026May 11, 2026
Sound Financial Strategies Group, LlcBuy+14,723+23.7%76,927$3.57MQ1 2026May 08, 2026
Christian Investment Advisors, Inc.Buy+3,136+0.6%530,510$25.01MQ1 2026May 08, 2026
Pnc Financial Services Group, Inc.Sell-1,938-38.2%3,140$145.81KQ1 2026May 08, 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.