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 93 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
22,399
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
21,177
shares
|
$952,753
0.48% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,127
shares
|
$950,503
0.02% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
20,415
shares
|
$918,470
0.0% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
20,028
shares
|
$901,059
0.08% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,444
shares
|
$874,785
0.0% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,186
shares
|
$863,178
0.0% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,259
shares
|
$821,472
0.0% of portfolio
|
Q2 2025
Added 80.8%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
16,866
shares
|
$758,801
0.0% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,559
shares
|
$744,989
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
15,636
shares
|
$703,463
0.26% of portfolio
|
Q2 2025
Added 137.38%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
15,108
shares
|
$679,708
0.35% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
14,586
shares
|
$656,224
0.04% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,541
shares
|
$609,209
0.03% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,952
shares
|
$582,710
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,707
shares
|
$571,687
0.0% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
11,685
shares
|
$525,708
0.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,691
shares
|
$480,988
0.0% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
10,584
shares
|
$476,174
0.18% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
10,508
shares
|
$472,754
0.12% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,366
shares
|
$466,366
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,638
shares
|
$433,613
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,824
shares
|
$396,991
0.0% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,612
shares
|
$387,453
0.02% of portfolio
|
Q2 2025
Reduced 35.1%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,300
shares
|
$373,417
0.12% of portfolio
|
Q3 2022
Added 10.67%
|