TIMOTHY PLN US LRG/MID CAP TPLC
$50.58
+0.6% 52w: $43.47 – $50.58
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.4747.0250.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
-5 QoQ
13F value
$177.3M
+3.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TPLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | Other | 616.0K | $28.6M | 0.2% | Held |
| Christian Investment Advisors, Inc. | Wealth advisor | 530.5K | $25.0M | 15.8% | +0.6% |
| LPL Financial LLC | Bank broker | 348.4K | $16.2M | 0.0% | +4.3% |
| Bare Financial Services, Inc | Wealth advisor | 210.7K | $9.8M | 2.6% | +2.8% |
| Geneos Wealth Management Inc. | Wealth advisor | 191.3K | $8.9M | 0.2% | +3.8% |
| Faithward Advisors, LLC | Other | 185.2K | $8.6M | 1.2% | -0.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 167.8K | $7.8M | 0.5% | +197.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 111.0K | $5.2M | 0.0% | -3.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 86.9K | $4.0M | 0.0% | +144.8% |
| LVZ, Inc. | Wealth advisor | 86.1K | $4.0M | 0.5% | +1.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 82.9K | $4.0M | 0.0% | +18.7% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 76.9K | $3.6M | 2.4% | +23.7% |
| Sowell Financial Services LLC | Wealth advisor | 73.2K | $3.4M | 0.1% | +14.3% |
| First Heartland Consultants, Inc. | Wealth advisor | 71.2K | $3.3M | 0.3% | +0.6% |
| Cetera Investment Advisers | Wealth advisor | 63.0K | $2.9M | 0.0% | +5.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 54.8K | $2.5M | 0.0% | +12.4% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 50.5K | $2.3M | 0.1% | -15.8% |
| Cornerstone Financial Management LLC | Wealth advisor | 46.2K | $2.1M | 2.0% | +2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 37.3K | $1.7M | 0.0% | +10.8% |
| O'Connor Financial Group LLC | Wealth advisor | 36.8K | $1.7M | 0.7% | -3.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 32.1K | $1.5M | 0.0% | +6.6% |
| VICUS CAPITAL | Wealth advisor | 28.1K | $1.3M | 0.1% | +9.2% |
| Allworth Financial LP | Wealth advisor | 25.4K | $1.2M | 0.0% | +7.0% |
| Financial Advisory Corp | Wealth advisor | 24.7K | $1.1M | 0.2% | +3.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 25.0K | $1.1M | 0.0% | +34.7% |
| BOS Asset Management, LLC | Wealth advisor | 23.8K | $1.1M | 0.3% | +4.1% |
| OneAscent Financial Services LLC | Wealth advisor | 22.4K | $1.0M | 0.1% | +0.7% |
| Turning Point Benefit Group, Inc. | Wealth advisor | 22.0K | $1.0M | 0.7% | -52.5% |
| UBS Group AG | Bank broker | 20.4K | $949K | 0.0% | -0.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.0K | $929K | 0.0% | -16.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 19.1K | $887K | 0.0% | -5.3% |
| Sound Stewardship, LLC | Wealth advisor | 19.0K | $882K | 0.4% | +10.5% |
| CoreCap Advisors, LLC | Wealth advisor | 17.2K | $799K | 0.0% | +42.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 16.2K | $753K | 0.0% | +20.6% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 15.8K | $732K | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.3K | $711K | 0.0% | -15.8% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 15.1K | $703K | 0.0% | +2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 14.6K | $678K | 0.0% | +7.6% |
| Values First Advisors, Inc. | Other | 13.5K | $625K | 0.3% | +8.5% |
| WIN ADVISORS, INC | Wealth advisor | 12.6K | $585K | 0.3% | -24.7% |
| LifeWealth Investments, LLC | Wealth advisor | 12.6K | $583K | 0.2% | +36.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.4K | $577K | 0.0% | -13.3% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | Wealth advisor | 11.2K | $521K | 0.1% | +0.1% |
| Frontier Asset Management, LLC | Wealth advisor | 11.1K | $517K | 0.1% | +1.7% |
| Black Diamond Financial, LLC | Wealth advisor | 11.0K | $510K | 0.1% | +40.8% |
| World Investment Advisors | Wealth advisor | 10.7K | $497K | 0.0% | New |
| Independent Advisor Alliance | Wealth advisor | 10.4K | $481K | 0.0% | +104.2% |
| Sunbelt Securities, Inc. | Diversified mechanical | 10.3K | $478K | 0.0% | -9.0% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | Other | 9.6K | $446K | 0.1% | +7.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 9.4K | $436K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.