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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,123
shares
|
$147,603
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,474
shares
|
$124,369
0.0% of portfolio
|
Q4 2024
Added 188.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,218
shares
|
$115,204
0.02% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,929
shares
|
$104,858
0.07% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,869
shares
|
$66,910
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,840
shares
|
$65,872
0.0% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,764
shares
|
$63,151
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,586
shares
|
$56,778
0.02% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,240
shares
|
$44,392
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,136
shares
|
$40,668
0.0% of portfolio
|
Q1 2025
Added 106.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,045
shares
|
$37,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$22,804
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
613
shares
|
$21,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
612
shares
|
$21,909
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
608
shares
|
$21,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
521
shares
|
$18,651
0.0% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
508
shares
|
$18,186
0.0% of portfolio
|
Q4 2024
Added 243.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
376
shares
|
$13,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
320
shares
|
$11,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
163
shares
|
$5,835
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
150
shares
|
$5,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
139
shares
|
$4,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
132
shares
|
$4,725
0.0% of portfolio
|
Q2 2020
Reduced 26.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
106
shares
|
$3,794
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,579
0.0% of portfolio
|
Q4 2024
Added 9900.0%
|