Institutional Ownership Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 312,548 shares, which have been reported (via 13F filing form) to have a value of $8.67 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
113,730
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
66,149
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,064
shares
|
$833,975
0.0% of portfolio
|
Q3 2025
Added 82.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
18,207
shares
|
$505,062
0.04% of portfolio
|
Q3 2025
Reduced 34.82%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
18,112
shares
|
$502,426
0.14% of portfolio
|
Q3 2025
Added 39.83%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
15,121
shares
|
$419,456
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
14,708
shares
|
$407,999
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,458
shares
|
$290,104
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
10,286
shares
|
$285,333
0.17% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,225
shares
|
$172,681
0.01% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
4,661
shares
|
$129,296
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,053
shares
|
$84,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
612
shares
|
$16,976
0.0% of portfolio
|
Q3 2025
Reduced 95.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
500
shares
|
$13,870
0.0% of portfolio
|
Q3 2025
Reduced 81.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$11,928
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
217
shares
|
$6,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$388
0.0% of portfolio
|
Q3 2025
Reduced 73.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|