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 |
|---|---|---|---|---|---|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
6,631
shares
|
$261,261
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
|
$249,993
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,444
shares
|
$214,493
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,366
shares
|
$211,420
0.0% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,068
shares
|
$160,279
0.02% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,101
shares
|
$82,779
0.03% of portfolio
|
Q2 2025
Added 1411.51%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
1,870
shares
|
$73,678
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,487
shares
|
$58,587
0.0% of portfolio
|
Q2 2025
Added 30.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,447
shares
|
$57,011
0.0% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,355
shares
|
$53,387
0.03% of portfolio
|
Q2 2025
Reduced 53.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,281
shares
|
$50,471
0.0% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,240
shares
|
$48,856
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,145
shares
|
$45,113
0.02% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,034
shares
|
$40,739
0.0% of portfolio
|
Q2 2025
Added 68.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$25,097
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
571
shares
|
$22,497
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
408
shares
|
$16,075
0.0% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
400
shares
|
$15,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
387
shares
|
$15,247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
320
shares
|
$12,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
170
shares
|
$6,698
0.0% of portfolio
|
Q2 2025
Reduced 92.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
163
shares
|
$6,422
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
132
shares
|
$5,200
0.0% of portfolio
|
Q2 2020
Reduced 26.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
98
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q2 2025
New holding
|