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 73 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
5,824
shares
|
$219,273
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,662
shares
|
$213,174
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,439
shares
|
$204,778
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,218
shares
|
$121,157
0.02% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,929
shares
|
$110,276
0.07% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,316
shares
|
$87,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,869
shares
|
$70,367
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,829
shares
|
$68,861
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,764
shares
|
$66,414
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,586
shares
|
$59,712
0.02% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,240
shares
|
$46,686
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,136
shares
|
$42,770
0.0% of portfolio
|
Q1 2025
Added 106.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,045
shares
|
$39,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$23,983
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
612
shares
|
$23,041
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
521
shares
|
$19,615
0.0% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
364
shares
|
$13,704
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
320
shares
|
$12,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
163
shares
|
$6,136
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
139
shares
|
$5,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
132
shares
|
$4,969
0.0% of portfolio
|
Q2 2020
Reduced 26.52%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
87
shares
|
$3,275
0.0% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|