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 90 institutions that hold shares in the stock, with a total of 3.83 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
41,140
shares
|
$1.65 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
40,856
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
36,793
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
36,734
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 42.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
27,203
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.47%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
25,276
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
23,136
shares
|
$930,529
0.46% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
22,987
shares
|
$924,537
0.0% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,838
shares
|
$878,324
0.0% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
21,298
shares
|
$856,605
0.03% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,960
shares
|
$843,011
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
20,939
shares
|
$842,166
0.43% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,698
shares
|
$832,473
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
20,158
shares
|
$810,754
0.01% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
20,125
shares
|
$809,427
0.29% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
19,681
shares
|
$791,569
0.6% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
17,958
shares
|
$722,270
0.0% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
16,706
shares
|
$671,915
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
14,369
shares
|
$577,921
0.0% of portfolio
|
Q3 2025
Added 167.78%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
14,355
shares
|
$577,358
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,766
shares
|
$553,668
0.0% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
12,480
shares
|
$501,945
0.04% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
11,595
shares
|
$466,350
0.11% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,527
shares
|
$463,615
0.03% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,892
shares
|
$438,076
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|