§ EQUITY
USDTPLC
TIMOTHY PLN US LRG/MID CAP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
65 increased/new, 24 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616K | 0.2% | ±0% |
| Christian Investment Advisors, Inc. | 531K | 15.8% | +1% |
| LPL Financial LLC | 348K | 0.0% | +4% |
| Bare Financial Services, Inc | 211K | 2.6% | +3% |
| Geneos Wealth Management Inc. | 191K | 0.2% | +4% |
| Faithward Advisors, LLC | 185K | 1.2% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for TPLC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.9% · 85 holders
QUALITY / COMPOUNDER2.2% · 2 holders
DEALER / BANK0.9% · 8 holders
INCOME / DEFENSIVE0.8% · 1 holder
TACTICAL / MACRO0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TPLC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TPLC yet.