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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
24,850
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
22,425
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
21,177
shares
|
$960,588
0.48% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,127
shares
|
$958,320
0.02% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
20,415
shares
|
$926,024
0.0% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,444
shares
|
$881,979
0.0% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,186
shares
|
$870,276
0.0% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,259
shares
|
$828,228
0.0% of portfolio
|
Q2 2025
Added 80.8%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,559
shares
|
$751,116
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
15,636
shares
|
$709,248
0.26% of portfolio
|
Q2 2025
Added 137.38%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
14,586
shares
|
$661,620
0.04% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,554
shares
|
$660,169
0.0% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
14,234
shares
|
$645,654
0.32% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
13,373
shares
|
$606,599
0.02% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,952
shares
|
$587,502
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,564
shares
|
$569,903
0.0% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
11,685
shares
|
$530,031
0.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,691
shares
|
$484,943
0.0% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
10,584
shares
|
$480,090
0.18% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,366
shares
|
$470,201
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
10,331
shares
|
$468,614
0.27% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
9,639
shares
|
$437,225
0.1% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,638
shares
|
$437,179
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,824
shares
|
$400,256
0.0% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,601
shares
|
$390,141
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|