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 97 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 $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
27,610
shares
|
$1.14 Million
0.64% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,043
shares
|
$870,128
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
20,668
shares
|
$854,621
0.15% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
20,358
shares
|
$841,803
0.8% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19,811
shares
|
$819,184
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
18,568
shares
|
$767,786
0.07% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
18,139
shares
|
$750,047
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,877
shares
|
$739,213
0.05% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
16,515
shares
|
$682,895
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,192
shares
|
$669,539
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,787
shares
|
$652,792
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
14,929
shares
|
$617,314
0.36% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,911
shares
|
$616,569
0.0% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
14,473
shares
|
$598,458
0.28% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
14,317
shares
|
$592,007
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13,656
shares
|
$564,675
0.03% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,270
shares
|
$548,714
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,769
shares
|
$527,998
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
12,384
shares
|
$512,078
0.0% of portfolio
|
Q4 2024
Reduced 65.65%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,005
shares
|
$496,406
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,954
shares
|
$494,297
0.0% of portfolio
|
Q1 2025
Added 32.04%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
10,141
shares
|
$419,330
0.03% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,800
shares
|
$363,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
8,344
shares
|
$345,024
0.2% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,300
shares
|
$343,205
0.12% of portfolio
|
Q3 2022
Added 10.67%
|