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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +1,097 | +2.4% | 46,194 | $2.15M | Q1 2026 | Aug 28, 2026 |
| Sunbelt Securities, Inc. | Sell | -1,019 | -9.0% | 10,298 | $478.23K | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +9,379 | — | 9,379 | $435.56K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +8,195 | +2341.4% | 8,545 | $396.86K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +6,429 | +34.7% | 24,978 | $1.14M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +6,064 | +12.4% | 54,808 | $2.54M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -3,901 | -16.3% | 19,996 | $928.61K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,874 | -15.8% | 15,305 | $710.73K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +1,667 | +7.0% | 25,437 | $1.18M | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Sell | -1,325 | -33.0% | 2,691 | $124.97K | Q1 2026 | May 15, 2026 |
| 3Edge Asset Management, Lp | Buy | +1,099 | +19.5% | 6,745 | $313.24K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -50 | -13.6% | 317 | $14.70K | Q1 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -58,551 | -97.6% | 1,418 | $356.10K | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | Buy | +5,734 | +2.8% | 210,668 | $9.78M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +3,642 | +10.8% | 37,335 | $1.73M | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors Llc | Buy | +211 | +2.9% | 7,526 | $349.51K | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | Buy | +4,331 | — | 4,331 | $201.91K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +3,087 | +5.2% | 62,988 | $2.93M | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | Buy | +94 | +2.0% | 4,734 | $220.00K | Q1 2026 | May 13, 2026 |
| 49 Wealth Management, Llc | Sell | -33 | -0.5% | 6,844 | $317.86K | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +2 | +0.0% | 5,640 | $261.92K | Q1 2026 | May 13, 2026 |
| Benjamin Edwards Inc | Buy | +51,390 | +144.8% | 86,889 | $4.04M | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | Sell | -24,287 | -52.5% | 21,961 | $1.03M | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | Buy | +5,287 | +104.2% | 10,359 | $481.07K | Q1 2026 | May 12, 2026 |
| Ifg Advisory, Llc | Buy | +450 | — | 450 | $20.90K | Q1 2026 | May 12, 2026 |
| Tulsa Wealth Advisors, Inc | Buy | +15,770 | — | 15,770 | $732.36K | Q1 2026 | May 11, 2026 |
| Foundations Investment Advisors, Llc | Buy | +2,769 | +20.6% | 16,224 | $753.45K | Q1 2026 | May 11, 2026 |
| Sound Financial Strategies Group, Llc | Buy | +14,723 | +23.7% | 76,927 | $3.57M | Q1 2026 | May 08, 2026 |
| Christian Investment Advisors, Inc. | Buy | +3,136 | +0.6% | 530,510 | $25.01M | Q1 2026 | May 08, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -1,938 | -38.2% | 3,140 | $145.81K | Q1 2026 | May 08, 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.