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 96 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
31,945
shares
|
$1.44 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
26,864
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
26,016
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 46.03%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
24,850
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
22,425
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,129
shares
|
$953,974
0.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,127
shares
|
$953,884
0.02% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
20,433
shares
|
$922,549
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
18,821
shares
|
$849,768
0.49% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
16,772
shares
|
$757,255
0.0% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,559
shares
|
$747,638
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,882
shares
|
$671,922
0.0% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
14,661
shares
|
$661,944
0.04% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,554
shares
|
$657,113
0.0% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
14,234
shares
|
$642,665
0.32% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
13,373
shares
|
$603,790
0.02% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,564
shares
|
$567,264
0.0% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
11,103
shares
|
$501,300
0.0% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
10,915
shares
|
$492,812
0.17% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,786
shares
|
$486,987
0.01% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
10,331
shares
|
$466,444
0.27% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,187
shares
|
$459,943
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
9,639
shares
|
$435,200
0.1% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,430
shares
|
$425,764
0.22% of portfolio
|
Q3 2025
Reduced 59.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,601
shares
|
$388,335
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|