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 99 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 $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,043
shares
|
$903,586
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
20,358
shares
|
$874,172
0.8% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19,811
shares
|
$850,684
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
18,371
shares
|
$788,850
0.52% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
18,224
shares
|
$782,538
0.07% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
18,139
shares
|
$778,888
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,877
shares
|
$767,638
0.05% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
17,853
shares
|
$766,607
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17,525
shares
|
$752,523
0.22% of portfolio
|
Q4 2024
Reduced 78.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
16,515
shares
|
$709,154
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,192
shares
|
$695,284
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,787
shares
|
$677,893
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
15,066
shares
|
$646,934
0.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,911
shares
|
$640,278
0.0% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,870
shares
|
$638,517
0.24% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
14,473
shares
|
$621,470
0.28% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
14,317
shares
|
$614,771
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13,656
shares
|
$586,388
0.03% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,401
shares
|
$575,438
0.04% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,839
shares
|
$551,306
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
12,384
shares
|
$531,768
0.0% of portfolio
|
Q4 2024
Reduced 65.65%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,005
shares
|
$515,494
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
11,911
shares
|
$511,458
0.02% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
9,952
shares
|
$427,338
0.12% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,053
shares
|
$388,735
0.0% of portfolio
|
Q4 2024
Added 5.13%
|