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 89 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,846
shares
|
$436,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,093
shares
|
$405,940
0.02% of portfolio
|
Q3 2025
Reduced 36.93%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,411
shares
|
$378,510
0.01% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,178
shares
|
$369,139
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
8,971
shares
|
$360,813
0.05% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
8,694
shares
|
$349,672
0.05% of portfolio
|
Q4 2025
Added 6.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,713
shares
|
$310,216
0.0% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,621
shares
|
$306,516
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,216
shares
|
$290,227
0.0% of portfolio
|
Q3 2025
Added 32.55%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
7,027
shares
|
$282,625
0.09% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,822
shares
|
$274,380
0.03% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
6,743
shares
|
$271,203
0.17% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,068
shares
|
$163,614
0.02% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,101
shares
|
$84,502
0.03% of portfolio
|
Q2 2025
Added 1411.51%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,873
shares
|
$75,332
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
1,706
shares
|
$68,615
0.04% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,538
shares
|
$61,858
0.0% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$60,330
0.0% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,416
shares
|
$56,951
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
1,247
shares
|
$50,154
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,240
shares
|
$49,872
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,145
shares
|
$46,051
0.02% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
960
shares
|
$38,611
0.0% of portfolio
|
Q4 2025
Added 72.35%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
866
shares
|
$34,830
0.0% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
705
shares
|
$28,355
0.0% of portfolio
|
Q3 2025
New holding
|
|