Institutional Ownership Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
647,904
shares
|
$26.8 Million
19.73% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
289,396
shares
|
$12 Million
0.41% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
256,808
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
235,953
shares
|
$9.76 Million
3.89% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
225,539
shares
|
$9.33 Million
3.88% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
193,826
shares
|
$8.01 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
179,800
shares
|
$7.43 Million
3.97% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
174,781
shares
|
$7.23 Million
0.27% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
152,722
shares
|
$6.32 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
142,375
shares
|
$5.89 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
121,894
shares
|
$5.04 Million
0.43% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
115,740
shares
|
$4.79 Million
0.3% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
85,794
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
85,671
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,138
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
71,334
shares
|
$2.95 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
62,848
shares
|
$2.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
52,695
shares
|
$2.18 Million
0.23% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
52,193
shares
|
$2.16 Million
0.69% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
47,219
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,949
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 40.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
37,824
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
35,454
shares
|
$1.47 Million
0.59% of portfolio
|
Q1 2025
Added 138.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,995
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|