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 76 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
20,176
shares
|
$722,300
0.04% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
19,983
shares
|
$715,391
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
18,593
shares
|
$665,629
0.01% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
17,057
shares
|
$610,640
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,854
shares
|
$603,373
0.02% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,465
shares
|
$589,447
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,484
shares
|
$554,327
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
15,109
shares
|
$540,902
0.05% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,761
shares
|
$528,443
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
12,521
shares
|
$448,251
0.41% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,485
shares
|
$411,162
0.0% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,188
shares
|
$400,530
0.03% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,048
shares
|
$395,518
0.0% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
10,851
shares
|
$388,465
0.11% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
10,112
shares
|
$362,009
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,415
shares
|
$337,057
0.0% of portfolio
|
Q1 2025
Added 100.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,959
shares
|
$284,932
0.01% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,565
shares
|
$235,026
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,159
shares
|
$220,492
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,128
shares
|
$219,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
5,942
shares
|
$212,723
0.12% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
5,824
shares
|
$208,499
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,615
shares
|
$201,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,439
shares
|
$194,716
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,012
shares
|
$179,429
0.01% of portfolio
|
Q4 2024
Added 33.01%
|