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 70 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $93.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,840
shares
|
$73,931
0.0% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,764
shares
|
$70,877
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,626
shares
|
$65,332
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,240
shares
|
$49,823
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,045
shares
|
$41,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$25,594
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
613
shares
|
$24,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
608
shares
|
$24,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
606
shares
|
$24,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
551
shares
|
$22,139
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
508
shares
|
$20,411
0.0% of portfolio
|
Q4 2024
Added 243.24%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
467
shares
|
$18,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
376
shares
|
$15,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
320
shares
|
$12,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
202
shares
|
$8,116
0.0% of portfolio
|
Q4 2024
Reduced 44.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
132
shares
|
$5,303
0.0% of portfolio
|
Q2 2020
Reduced 26.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
106
shares
|
$4,259
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
89
shares
|
$3,576
0.0% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
72
shares
|
$2,892
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$40
0.0% of portfolio
|
Q1 2024
New holding
|