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 94 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
618,250
shares
|
$28 Million
19.2% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
278,887
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
266,615
shares
|
$12.1 Million
4.04% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
190,299
shares
|
$8.63 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
182,417
shares
|
$8.27 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
117,261
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
97,893
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
84,275
shares
|
$3.82 Million
0.53% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
81,818
shares
|
$3.71 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
79,219
shares
|
$3.59 Million
0.3% of portfolio
|
Q3 2025
Reduced 47.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
73,002
shares
|
$3.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
64,200
shares
|
$2.91 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
59,809
shares
|
$2.71 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
49,441
shares
|
$2.24 Million
0.22% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
48,206
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
45,376
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40,424
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Reduced 66.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
37,761
shares
|
$1.71 Million
0.18% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
37,541
shares
|
$1.7 Million
0.73% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
36,959
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
34,267
shares
|
$1.55 Million
1.17% of portfolio
|
Q2 2025
Added 224.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
27,687
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 81.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,440
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
26,239
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 22.55%
|