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 79 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
23,136
shares
|
$939,090
0.46% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
22,792
shares
|
$925,127
0.36% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
21,133
shares
|
$857,788
0.0% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,664
shares
|
$838,751
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,228
shares
|
$821,054
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
20,125
shares
|
$816,873
0.29% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
19,041
shares
|
$772,874
0.59% of portfolio
|
Q2 2025
Added 52.07%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
18,770
shares
|
$761,874
0.37% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,595
shares
|
$754,771
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
|
$699,771
0.01% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,161
shares
|
$696,564
0.0% of portfolio
|
Q2 2025
Added 42.59%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
16,383
shares
|
$664,985
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,002
shares
|
$649,521
0.03% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
15,796
shares
|
$641,159
0.0% of portfolio
|
Q2 2025
Added 67.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,670
shares
|
$514,275
0.03% of portfolio
|
Q2 2025
Added 45.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,917
shares
|
$483,711
0.0% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
11,595
shares
|
$470,641
0.11% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,892
shares
|
$442,106
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
10,630
shares
|
$431,471
0.04% of portfolio
|
Q2 2025
Added 78.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,186
shares
|
$413,449
0.0% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,874
shares
|
$360,195
0.01% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,342
shares
|
$338,601
0.0% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
8,194
shares
|
$332,594
0.05% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
7,249
shares
|
$294,236
0.1% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,184
shares
|
$291,598
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|