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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
8,351
shares
|
$378,801
0.05% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,300
shares
|
$376,488
0.12% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,293
shares
|
$376,170
0.0% of portfolio
|
Q1 2025
Reduced 49.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,761
shares
|
$352,038
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,588
shares
|
$344,191
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
7,296
shares
|
$330,946
0.02% of portfolio
|
Q2 2025
Reduced 21.93%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,085
shares
|
$321,375
0.08% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,991
shares
|
$317,111
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
6,975
shares
|
$316,386
0.19% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,645
shares
|
$301,417
0.01% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
5,781
shares
|
$262,226
0.03% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,437
shares
|
$246,622
0.07% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,354
shares
|
$242,857
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,222
shares
|
$236,869
0.01% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,072
shares
|
$230,065
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,759
shares
|
$215,868
0.0% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,304
shares
|
$149,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,187
shares
|
$144,562
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,800
shares
|
$127,008
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,508
shares
|
$113,762
0.01% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,368
shares
|
$107,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$93,623
0.03% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,460
shares
|
$66,225
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,215
shares
|
$55,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,205
shares
|
$54,658
0.0% of portfolio
|
Q2 2025
New holding
|