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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,145
shares
|
$51,513
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
933
shares
|
$41,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
861
shares
|
$38,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
817
shares
|
$36,756
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
600
shares
|
$26,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
410
shares
|
$18,445
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
350
shares
|
$15,746
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
350
shares
|
$15,746
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
325
shares
|
$14,621
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
206
shares
|
$9,267
0.0% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
187
shares
|
$8,413
0.01% of portfolio
|
Q2 2022
Added 3.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
159
shares
|
$7,153
0.0% of portfolio
|
Q2 2025
Added 41.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
127
shares
|
$5,713
0.0% of portfolio
|
Q2 2020
Reduced 33.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
91
shares
|
$4,094
0.0% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
77
shares
|
$3,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|