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 99 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 $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,800
shares
|
$377,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
8,344
shares
|
$358,291
0.2% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,300
shares
|
$356,402
0.12% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,027
shares
|
$344,679
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
7,971
shares
|
$342,274
0.05% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
7,789
shares
|
$334,459
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,306
shares
|
$313,719
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,221
shares
|
$310,069
0.01% of portfolio
|
Q4 2024
Added 40.24%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
7,183
shares
|
$308,438
0.08% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,561
shares
|
$281,729
0.12% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,407
shares
|
$275,116
0.15% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,907
shares
|
$253,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
5,788
shares
|
$248,536
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,444
shares
|
$233,765
0.07% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,382
shares
|
$231,103
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,073
shares
|
$217,834
0.01% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,943
shares
|
$212,252
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,714
shares
|
$202,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,567
shares
|
$196,106
0.0% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,427
shares
|
$190,095
0.03% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,022
shares
|
$172,704
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,012
shares
|
$172,275
0.05% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,339
shares
|
$143,376
0.0% of portfolio
|
Q4 2024
Added 223.23%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,179
shares
|
$136,506
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
2,798
shares
|
$120,146
0.09% of portfolio
|
Q4 2024
New holding
|