Institutional Ownership Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 3.83 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
401,831
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
274,094
shares
|
$11 Million
0.83% of portfolio
|
Q3 2025
Added 33.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
238,817
shares
|
$9.61 Million
2.96% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
206,772
shares
|
$8.32 Million
6.91% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
186,243
shares
|
$7.49 Million
1.3% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
186,216
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
168,208
shares
|
$6.77 Million
3.56% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
154,727
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
152,818
shares
|
$6.15 Million
2.66% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
142,608
shares
|
$5.74 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
133,612
shares
|
$5.37 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
124,773
shares
|
$5.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
110,893
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
96,816
shares
|
$3.89 Million
2.43% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
78,275
shares
|
$3.15 Million
0.15% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
68,497
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
63,344
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
53,324
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49,693
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
47,658
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
47,328
shares
|
$1.9 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
45,350
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
44,373
shares
|
$1.78 Million
0.58% of portfolio
|
Q2 2025
Added 55.94%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
42,842
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
42,301
shares
|
$1.7 Million
0.99% of portfolio
|
Q3 2025
Added 12.18%
|
|