Institutional Ownership Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,132
shares
|
$909,765
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
18,371
shares
|
$830,185
0.52% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,925
shares
|
$810,030
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17,525
shares
|
$791,954
0.22% of portfolio
|
Q4 2024
Reduced 78.12%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
17,501
shares
|
$790,870
0.07% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,299
shares
|
$781,741
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,689
shares
|
$754,175
0.01% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,505
shares
|
$745,860
0.0% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
15,066
shares
|
$680,832
0.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,870
shares
|
$671,975
0.24% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,227
shares
|
$642,918
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
14,210
shares
|
$642,149
0.23% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
14,149
shares
|
$639,393
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,401
shares
|
$605,591
0.04% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,711
shares
|
$574,410
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,413
shares
|
$560,943
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,961
shares
|
$540,517
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
11,911
shares
|
$538,258
0.02% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,729
shares
|
$530,033
0.07% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
9,952
shares
|
$449,730
0.12% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,738
shares
|
$440,060
0.0% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
8,611
shares
|
$389,131
0.0% of portfolio
|
Q3 2024
Added 31.85%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,300
shares
|
$375,077
0.13% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
7,757
shares
|
$350,538
0.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,295
shares
|
$329,661
0.0% of portfolio
|
Q3 2024
Added 43.32%
|