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 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
24,161
shares
|
$951,943
0.48% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
22,792
shares
|
$898,004
0.36% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,664
shares
|
$814,161
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,228
shares
|
$796,983
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
19,041
shares
|
$750,215
0.59% of portfolio
|
Q2 2025
Added 52.07%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
18,770
shares
|
$739,538
0.37% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,595
shares
|
$732,643
0.03% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
17,240
shares
|
$679,256
0.01% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,161
shares
|
$676,143
0.0% of portfolio
|
Q2 2025
Added 42.59%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
16,653
shares
|
$656,128
0.23% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
16,536
shares
|
$651,518
0.0% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
16,383
shares
|
$645,490
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,002
shares
|
$630,478
0.03% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
15,796
shares
|
$622,362
0.0% of portfolio
|
Q2 2025
Added 67.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,670
shares
|
$499,198
0.03% of portfolio
|
Q2 2025
Added 45.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,917
shares
|
$469,529
0.0% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,892
shares
|
$429,144
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
10,742
shares
|
$423,234
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
10,630
shares
|
$418,822
0.04% of portfolio
|
Q2 2025
Added 78.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,186
shares
|
$401,328
0.0% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,874
shares
|
$349,635
0.01% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,342
shares
|
$328,674
0.0% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,184
shares
|
$283,049
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
6,974
shares
|
$274,775
0.04% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
6,974
shares
|
$274,775
0.1% of portfolio
|
Q2 2025
New holding
|