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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,027
shares
|
$331,916
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
7,971
shares
|
$329,600
0.05% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,459
shares
|
$308,429
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,417
shares
|
$306,692
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,306
shares
|
$302,103
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
7,183
shares
|
$297,017
0.08% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,032
shares
|
$290,773
0.17% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
6,846
shares
|
$283,082
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,561
shares
|
$271,297
0.12% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,907
shares
|
$244,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
5,788
shares
|
$239,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,444
shares
|
$225,109
0.07% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,382
shares
|
$222,545
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,073
shares
|
$209,768
0.01% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,943
shares
|
$204,393
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
4,773
shares
|
$197,363
0.12% of portfolio
|
Q1 2025
Reduced 74.02%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,714
shares
|
$194,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,567
shares
|
$188,845
0.0% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,427
shares
|
$183,056
0.03% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,339
shares
|
$138,067
0.0% of portfolio
|
Q4 2024
Added 223.23%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,179
shares
|
$131,451
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,862
shares
|
$118,343
0.03% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
2,798
shares
|
$115,697
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,640
shares
|
$67,814
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,570
shares
|
$64,919
0.0% of portfolio
|
Q4 2024
New holding
|