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 18 institutions that hold shares in the stock, with a total of 334,069 shares, which have been reported (via 13F filing form) to have a value of $8.96 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
119,420
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,185
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
28,346
shares
|
$758,822
0.07% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,923
shares
|
$453,028
0.0% of portfolio
|
Q1 2025
Reduced 52.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,198
shares
|
$406,850
0.01% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14,863
shares
|
$397,882
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,609
shares
|
$391,082
0.0% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,110
shares
|
$377,724
0.04% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
12,953
shares
|
$346,751
0.11% of portfolio
|
Q2 2025
Added 47.43%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
11,336
shares
|
$303,464
0.16% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,458
shares
|
$279,960
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,434
shares
|
$199,008
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,053
shares
|
$81,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,679
shares
|
$71,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$11,511
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71
shares
|
$1,900
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
|