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 |
|---|---|---|---|---|---|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
6,631
shares
|
$269,152
0.16% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,345
shares
|
$257,543
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,444
shares
|
$220,971
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,366
shares
|
$217,805
0.0% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,068
shares
|
$165,120
0.02% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,101
shares
|
$85,279
0.03% of portfolio
|
Q2 2025
Added 1411.51%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
1,870
shares
|
$75,903
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
1,706
shares
|
$69,246
0.04% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,538
shares
|
$62,427
0.0% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,447
shares
|
$58,733
0.0% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,281
shares
|
$51,995
0.0% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,240
shares
|
$50,331
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,145
shares
|
$46,475
0.02% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
857
shares
|
$34,785
0.0% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$25,855
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
571
shares
|
$23,176
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
557
shares
|
$22,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
408
shares
|
$16,560
0.0% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
400
shares
|
$16,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
387
shares
|
$15,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
320
shares
|
$12,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
320
shares
|
$12,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
175
shares
|
$7,103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
170
shares
|
$6,900
0.0% of portfolio
|
Q2 2025
Reduced 92.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
163
shares
|
$6,616
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|