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 65 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $86.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
326,048
shares
|
$13.1 Million
9.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
209,533
shares
|
$8.41 Million
0.68% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
205,654
shares
|
$8.26 Million
3.23% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
187,740
shares
|
$7.54 Million
1.29% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
163,273
shares
|
$6.56 Million
6.06% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
147,223
shares
|
$5.91 Million
3.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
142,212
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
65,397
shares
|
$2.63 Million
0.15% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,132
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
49,005
shares
|
$1.97 Million
0.86% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
48,189
shares
|
$1.94 Million
0.1% of portfolio
|
Q4 2024
Added 134.55%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
47,877
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
44,347
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
39,086
shares
|
$1.57 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
33,949
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,546
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,093
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
24,755
shares
|
$994,160
0.0% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
24,537
shares
|
$985,405
0.57% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
24,362
shares
|
$978,377
0.06% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,097
shares
|
$887,415
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
21,247
shares
|
$853,279
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,929
shares
|
$800,348
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
18,593
shares
|
$746,694
0.01% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
14,802
shares
|
$594,448
0.05% of portfolio
|
Q4 2024
Added 7.17%
|