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 98 institutions that hold shares in the stock, with a total of 3.97 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
643,049
shares
|
$28.7 Million
19.92% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
289,396
shares
|
$12.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
256,808
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
243,218
shares
|
$10.9 Million
3.19% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
225,539
shares
|
$10.1 Million
3.88% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
200,142
shares
|
$8.94 Million
4.48% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
193,826
shares
|
$8.66 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
174,781
shares
|
$7.81 Million
0.27% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
152,722
shares
|
$6.82 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
121,566
shares
|
$5.43 Million
0.52% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
115,740
shares
|
$5.17 Million
0.3% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
105,325
shares
|
$4.7 Million
0.38% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
85,671
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
80,818
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,138
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
71,334
shares
|
$3.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
67,604
shares
|
$3.02 Million
0.43% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
52,695
shares
|
$2.35 Million
0.23% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
51,005
shares
|
$2.28 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
47,219
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,949
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 40.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
37,824
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,995
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
27,207
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2024
Added 23.49%
|