Institutional Ownership Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
327,698
shares
|
$11.7 Million
8.86% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
223,946
shares
|
$8.02 Million
0.68% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
210,176
shares
|
$7.52 Million
0.51% of portfolio
|
Q1 2025
Added 112.77%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
205,654
shares
|
$7.36 Million
3.23% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
193,150
shares
|
$6.91 Million
0.0% of portfolio
|
Q4 2024
Added 35.82%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
185,818
shares
|
$6.65 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
163,273
shares
|
$5.85 Million
6.06% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
149,508
shares
|
$5.35 Million
2.88% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
67,337
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
65,397
shares
|
$2.34 Million
0.15% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
57,206
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,132
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
49,005
shares
|
$1.75 Million
0.86% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
45,789
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
39,150
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
39,086
shares
|
$1.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
37,137
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
31,358
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
28,456
shares
|
$1.02 Million
0.7% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
25,949
shares
|
$928,974
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
25,538
shares
|
$914,260
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
24,755
shares
|
$886,228
0.0% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
24,292
shares
|
$869,653
0.51% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
21,350
shares
|
$764,329
0.0% of portfolio
|
Q4 2024
Added 54.74%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
20,562
shares
|
$736,119
0.02% of portfolio
|
Q1 2025
Added 3.18%
|