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Timothy PLN US LRG Cap (TPLC)

CUSIP: 887432359 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Christian Investment Advisors, Inc.537,960
16.0% of portfolio›$26.0M
Bare Financial Services, Inc221,503
2.4% of portfolio›$10.7M
Creative Financial Designs Inc212,980
0.5% of portfolio›$10.3M
Cambridge Investment Research Advisors, Inc.106,143
0.0% of portfolio›$5.1K
LVZ, Inc.86,883
0.4% of portfolio›$4.2M
Sowell Financial Services LLC85,648
0.1% of portfolio›$4.1M
J.W. Cole Advisors, Inc.84,984
0.1% of portfolio›$4.1M
Sound Financial Strategies Group, LLC73,426
2.4% of portfolio›$3.6M
First Heartland Consultants, Inc.72,773
0.2% of portfolio›$3.5M
Turning Point Benefit Group, Inc.47,960
1.0% of portfolio›$2.3M
EverSource Wealth Advisors, LLC36,566
0.1% of portfolio›$1.8M
O'Connor Financial Group LLC35,066
0.6% of portfolio›$1.7M
BOS Asset Management, LLC32,111
0.4% of portfolio›$1.6M
Vicus Capital24,783
0.1% of portfolio›$1.2M
Values First Advisors, Inc.24,463
0.6% of portfolio›$1.2M
Financial Advisory Corp23,732
0.1% of portfolio›$1.1M
CoreCap Advisors, LLC18,864
0.0% of portfolio›$912.6K
Sound Stewardship, LLC18,631
0.4% of portfolio›$901.4K
Sigma Investment Counselors Inc15,233
0.0% of portfolio›$737.0K
Commonwealth Equity Services, LLC15,185
0.0% of portfolio›$734.7K
LifeWealth Investments, LLC14,201
0.2% of portfolio›$687.0K
Kestra Advisory Services, LLC14,153
0.0% of portfolio›$684.7K
Carlson Financial, Inc.13,244
0.3% of portfolio›$640.7K
Black Diamond Financial, LLC12,580
0.1% of portfolio›$608.6K
Frontier Asset Management, LLC12,531
0.1% of portfolio›$606.2K
Demars Financial Group, LLC11,325
0.1% of portfolio›$547.9K
Founders Grove Wealth Partners, LLC11,159
0.1% of portfolio›$539.9K
3Edge Asset Management, LP10,944
0.0% of portfolio›$529.5K
Brookstone Capital Management8,509
0.0% of portfolio›$411.7K
Atria Investments, Inc8,315
0.0% of portfolio›$402.3K
Thrivent Financial for Lutherans6,965
0.0% of portfolio›$337
Kestra Private Wealth Services, LLC6,728
0.0% of portfolio›$325.5K
Sigma Planning Corp6,400
0.0% of portfolio›$309.7K
Strategic Blueprint, LLC5,380
0.0% of portfolio›$260.3K
AdvisorNet Financial, Inc4,840
0.0% of portfolio›$239.9K
McAdam, LLC4,326
0.0% of portfolio›$209.3K
Midwest Capital Advisors, LLC3,719
0.1% of portfolio›$179.9K
Assetmark, Inc3,117
0.0% of portfolio›$150.8K
IFP Advisors, Inc3,080
0.0% of portfolio›$149.0K
Lynch Investment Planning, LLC1,899
0.1% of portfolio›$91.9K
Bank of New Hampshire1,260
0.0% of portfolio›$61.0K
Nemes Rush Group LLC1,145
0.0% of portfolio›$55.4K
Peoples Financial Services Corp.793
0.0% of portfolio›$38.4K
Thurston, Springer, Miller, Herd & Titak, Inc.600
0.0% of portfolio›$29.0K
First Premier Bank250
0.0% of portfolio›$12
Farther Finance Advisors, LLC221
0.0% of portfolio›$10.7K
Foresight Capital Management Advisors, Inc.80
0.0% of portfolio›$3.9K
True Wealth Design, LLC40
0.0% of portfolio›$1.9K
Blue Trust, Inc.26
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Christian Investment Advisors, Inc.
537,960$26.0M16.0%ETFMediumNew Braunfels, TX2026-11-03
Bare Financial Services, Inc
221,503$10.7M2.4%ETFVery LowGap, PA2026-11-04
Creative Financial Designs Inc
212,980$10.3M0.5%ETFMediumKokomo, IN2026-11-04
Cambridge Investment Research Advisors, Inc.
106,143$5.1K0.0%ETFLowFairfield, IA2026-11-02
LVZ, Inc.
86,883$4.2M0.4%ETFLowHolland, MI2026-10-20
Sowell Financial Services LLC
85,648$4.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
J.W. Cole Advisors, Inc.
84,984$4.1M0.1%IndexLowTampa, FL2026-11-05
Sound Financial Strategies Group, LLC
73,426$3.6M2.4%ETFMediumMadison, MS2026-10-30
First Heartland Consultants, Inc.
72,773$3.5M0.2%ETFMediumLake St. Louis, MO2026-10-08
Turning Point Benefit Group, Inc.
47,960$2.3M1.0%ETFMediumFrederick, MD2026-10-28
EverSource Wealth Advisors, LLC
36,566$1.8M0.1%CoreMediumBirmingham, AL2026-11-04
O'Connor Financial Group LLC
35,066$1.7M0.6%ETFLowQuincy, IL2026-10-26
BOS Asset Management, LLC
32,111$1.6M0.4%ETFLowSpringfield, IL2026-10-09
Vicus Capital
24,783$1.2M0.1%ETFMediumState College, PA2026-11-05
Values First Advisors, Inc.
24,463$1.2M0.6%CoreMediumJohnson City, TN2026-10-23
Financial Advisory Corp
23,732$1.1M0.1%ETFVery LowGrand Rapids, MI2026-10-14
CoreCap Advisors, LLC
18,864$912.6K0.0%ETFMediumSouthfield, MI2026-10-08
Sound Stewardship, LLC
18,631$901.4K0.4%ETFVery LowOverland Park, KS2026-10-14
Sigma Investment Counselors Inc
15,233$737.0K0.0%ETFLowNorthville, MI2026-10-27
Commonwealth Equity Services, LLC
15,185$734.7K0.0%ETFLowWaltham, MA2026-11-02
LifeWealth Investments, LLC
14,201$687.0K0.2%ETFMediumWinter Garden, FL2026-10-21
Kestra Advisory Services, LLC
14,153$684.7K0.0%CoreLowAustin, TX2026-11-02
Carlson Financial, Inc.
13,244$640.7K0.3%GrowthLowCanby, OR2026-11-05
Black Diamond Financial, LLC
12,580$608.6K0.1%ETFVery LowTowson, MD2026-10-26
Frontier Asset Management, LLC
12,531$606.2K0.1%ETFLowSheridan, WY2026-10-28
Demars Financial Group, LLC
11,325$547.9K0.1%ETFLowSpokane Valley, WA2026-10-22
Founders Grove Wealth Partners, LLC
11,159$539.9K0.1%ETFLowRichmond, VA2026-10-16
3Edge Asset Management, LP
10,944$529.5K0.0%ETFMediumNaples, FL2026-10-30
Brookstone Capital Management
8,509$411.7K0.0%ETFMediumWheaton, IL2026-10-22
Atria Investments, Inc
8,315$402.3K0.0%CoreMediumCharlotte, NC2026-10-15
Thrivent Financial for Lutherans
6,965$3370.0%GARPMediumMinneapolis, MN2026-11-05
Kestra Private Wealth Services, LLC
6,728$325.5K0.0%GrowthLowAustin, TX2026-10-30
Sigma Planning Corp
6,400$309.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Strategic Blueprint, LLC
5,380$260.3K0.0%ETFLowAtlanta, GA2026-10-22
AdvisorNet Financial, Inc
4,840$239.9K0.0%ETFLowMinnetonka, MN2026-10-15
McAdam, LLC
4,326$209.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Midwest Capital Advisors, LLC
3,719$179.9K0.1%ETFHighGrand Rapids, MI2026-11-04
Assetmark, Inc
3,117$150.8K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
3,080$149.0K0.0%GrowthLowTampa, FL2026-10-16
Lynch Investment Planning, LLC
1,899$91.9K0.1%ETFLowNewtown Square, PA2026-10-27
Bank of New Hampshire
1,260$61.0K0.0%CoreLowLaconia, NH2026-10-06
Nemes Rush Group LLC
1,145$55.4K0.0%CoreVery LowNovi, MI2026-11-04
Peoples Financial Services Corp.
793$38.4K0.0%CoreVery LowMoosic, PA2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
600$29.0K0.0%GrowthMediumIndianapolis, IN2026-10-14
First Premier Bank
250$120.0%CoreVery LowSioux Falls, SD2026-10-13
Farther Finance Advisors, LLC
221$10.7K0.0%IndexLowSan Francisco, CA2026-10-08
Foresight Capital Management Advisors, Inc.
80$3.9K0.0%CoreMediumSaline, MI2026-10-27
True Wealth Design, LLC
40$1.9K0.0%ETFMediumAkron, OH2026-10-13
Blue Trust, Inc.
26$1.3K0.0%ETFLowBrentwood, TN2026-10-15