Institutional Ownership Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
618,250
shares
|
$27.8 Million
19.2% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
278,887
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
266,615
shares
|
$12 Million
4.04% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
190,299
shares
|
$8.56 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
177,224
shares
|
$7.97 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
151,438
shares
|
$6.81 Million
0.6% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
117,261
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
97,893
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
81,818
shares
|
$3.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
74,003
shares
|
$3.33 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
73,002
shares
|
$3.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
63,099
shares
|
$2.84 Million
2.54% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
60,708
shares
|
$2.73 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
49,441
shares
|
$2.22 Million
0.22% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
48,206
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
45,376
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40,424
shares
|
$1.82 Million
0.14% of portfolio
|
Q2 2025
Reduced 66.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
37,761
shares
|
$1.7 Million
0.18% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
36,736
shares
|
$1.65 Million
0.74% of portfolio
|
Q2 2025
Reduced 79.57%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
35,886
shares
|
$1.61 Million
0.58% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
34,267
shares
|
$1.54 Million
1.17% of portfolio
|
Q2 2025
Added 224.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
27,687
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 81.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,440
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
26,239
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 22.55%
|