Institutional Ownership Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 328,366 shares, which have been reported (via 13F filing form) to have a value of $8.57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
120,656
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,185
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
28,346
shares
|
$739,547
0.07% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,923
shares
|
$441,521
0.0% of portfolio
|
Q1 2025
Reduced 52.88%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,042
shares
|
$418,535
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
14,928
shares
|
$389,471
0.03% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,609
shares
|
$381,148
0.0% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,110
shares
|
$368,129
0.04% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,458
shares
|
$272,849
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
10,334
shares
|
$269,614
0.15% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
8,786
shares
|
$229,226
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,434
shares
|
$193,953
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,053
shares
|
$79,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$11,218
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
Reduced 49.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|