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 61 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
13,277
shares
|
$521,653
0.02% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,281
shares
|
$403,940
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
10,146
shares
|
$398,636
0.13% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,914
shares
|
$389,521
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,521
shares
|
$374,080
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,240
shares
|
$363,039
0.01% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
8,312
shares
|
$326,578
0.03% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,645
shares
|
$261,082
0.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,542
shares
|
$257,035
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,322
shares
|
$209,101
0.0% of portfolio
|
Q3 2024
Reduced 60.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,777
shares
|
$187,688
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,768
shares
|
$148,044
0.01% of portfolio
|
Q3 2024
Added 73.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,218
shares
|
$126,435
0.02% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,272
shares
|
$89,266
0.02% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$69,621
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,520
shares
|
$59,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,240
shares
|
$48,719
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$47,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,155
shares
|
$45,379
0.0% of portfolio
|
Q3 2024
Added 125.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,045
shares
|
$41,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
861
shares
|
$33,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$25,027
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
606
shares
|
$23,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
467
shares
|
$18,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
376
shares
|
$14,773
0.0% of portfolio
|
Q3 2024
New holding
|