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 93 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,293
shares
|
$373,102
0.0% of portfolio
|
Q1 2025
Reduced 49.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,761
shares
|
$349,167
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
7,714
shares
|
$347,052
0.2% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,643
shares
|
$343,858
0.18% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
7,601
shares
|
$341,968
0.05% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,588
shares
|
$341,384
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
7,296
shares
|
$328,247
0.02% of portfolio
|
Q2 2025
Reduced 21.93%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,085
shares
|
$318,754
0.08% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,985
shares
|
$314,255
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,645
shares
|
$298,958
0.01% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
5,781
shares
|
$260,087
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
|
$244,610
0.07% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,354
shares
|
$240,876
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,222
shares
|
$234,937
0.01% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,072
shares
|
$228,189
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,759
shares
|
$214,107
0.0% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,187
shares
|
$143,383
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,800
shares
|
$125,972
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,658
shares
|
$119,583
0.01% of portfolio
|
Q2 2025
Added 192.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,368
shares
|
$106,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$92,859
0.03% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,640
shares
|
$73,783
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,460
shares
|
$65,685
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,215
shares
|
$54,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,205
shares
|
$54,212
0.0% of portfolio
|
Q2 2025
New holding
|