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 96 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
498,526
shares
|
$22.5 Million
18.54% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
297,060
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
199,419
shares
|
$9 Million
2.76% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
189,069
shares
|
$8.54 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
182,417
shares
|
$8.24 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
118,508
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
89,385
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
84,275
shares
|
$3.81 Million
0.53% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
79,219
shares
|
$3.58 Million
0.3% of portfolio
|
Q3 2025
Reduced 47.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
73,157
shares
|
$3.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
73,070
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
64,200
shares
|
$2.9 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
59,809
shares
|
$2.7 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
49,863
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 156.44%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
49,638
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
47,600
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
46,150
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
42,685
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
37,541
shares
|
$1.69 Million
0.73% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
36,959
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
35,547
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 28.39%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
33,438
shares
|
$1.51 Million
0.76% of portfolio
|
Q3 2025
Added 57.9%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
32,895
shares
|
$1.49 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
31,947
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.4%
|
|