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 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21,410
shares
|
$937,543
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
20,668
shares
|
$905,051
0.15% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,432
shares
|
$894,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,076
shares
|
$879,128
0.05% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
18,568
shares
|
$813,092
0.07% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
17,405
shares
|
$762,164
0.0% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,772
shares
|
$734,445
0.0% of portfolio
|
Q1 2025
Added 35.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,693
shares
|
$730,986
0.0% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,636
shares
|
$728,490
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,948
shares
|
$698,362
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,218
shares
|
$666,396
0.01% of portfolio
|
Q1 2025
Added 72.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,951
shares
|
$654,704
0.0% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
14,929
shares
|
$653,740
0.36% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
14,829
shares
|
$649,361
0.24% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
14,434
shares
|
$632,064
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
14,118
shares
|
$618,227
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,270
shares
|
$581,093
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,769
shares
|
$559,154
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
12,038
shares
|
$527,144
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,954
shares
|
$523,465
0.0% of portfolio
|
Q1 2025
Added 32.04%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
11,944
shares
|
$523,027
0.02% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
10,565
shares
|
$462,641
0.38% of portfolio
|
Q1 2025
Reduced 41.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,099
shares
|
$442,235
0.0% of portfolio
|
Q1 2025
Added 114.23%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
9,345
shares
|
$409,217
0.03% of portfolio
|
Q1 2025
Added 61.45%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,300
shares
|
$363,457
0.12% of portfolio
|
Q3 2022
Added 10.67%
|