TPLC

Timothy Pln US Lrg/mid Cap

+$5.2M

Net Activity

Institutions Holding

97

Popularity Rank

#4510

Avg Weight

0.31%

Total Value

$177.3M

Ownership Trend

97 institutions currently hold TPLC, with 54 net buyers and 38 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

38

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

WH
Westwood Holdings Group INC
$28.6M
CI
Christian Investment Advisors, Inc.
$25.0M
LF
LPL Financial LLC
$16.2M
BF
Bare Financial Services, Inc
$9.8M
GW
Geneos Wealth Management Inc.
$8.9M

Top 5 by Conviction

CI
Christian Investment Advisors, Inc.
15.80%
BF
Bare Financial Services, Inc
2.59%
SF
Sound Financial Strategies Group, LLC
2.44%
CF
Cornerstone Financial Management LLC
1.97%
FA
Faithward Advisors, LLC
1.23%
View all 97 holding institutions

Quarterly Activity

Recent Activity

+$120.1M

Total Buy Value

$40.5M

Total Sell Value

New buy9
Trim23
Add45
Sold out15

54

Net Buyers

38

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding TIMOTHY PLN US LRG/MID CAP (TPLC)?
Major stakeholders currently include Westwood Holdings Group INC ($28.6M), Christian Investment Advisors, Inc. ($25.0M), LPL Financial LLC ($16.2M). Based on the latest 13F filings, there are a total of 97 tracked investment funds and institutions maintaining positions in TPLC.
What is the overall institutional sentiment toward TPLC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.2M, driven by 54 managers accumulating shares while 38 reduced their exposure.
Which institutions have been selling or reducing their TPLC positions?
In the latest period, 23 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $40.5M.
Are there any notable investors adding TPLC to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 45 existing holders added to their shares. The total reported buy value for the quarter amounted to $120.1M.

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