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 94 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
647,904
shares
|
$28.6 Million
19.73% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
269,604
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
253,858
shares
|
$11.2 Million
4.14% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
235,953
shares
|
$10.4 Million
3.89% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
197,139
shares
|
$8.7 Million
0.0% of portfolio
|
Q1 2025
Added 5804.13%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
192,016
shares
|
$8.47 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
179,800
shares
|
$7.93 Million
3.97% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
177,224
shares
|
$7.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
142,375
shares
|
$6.28 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
121,894
shares
|
$5.38 Million
0.43% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
113,767
shares
|
$5.02 Million
0.0% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
85,794
shares
|
$3.79 Million
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
85,162
shares
|
$3.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
76,665
shares
|
$3.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
73,645
shares
|
$3.25 Million
0.1% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
66,952
shares
|
$2.95 Million
2.69% of portfolio
|
Q1 2025
Added 228.87%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
62,848
shares
|
$2.77 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
52,193
shares
|
$2.3 Million
0.69% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
48,947
shares
|
$2.16 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
45,742
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
44,539
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
35,454
shares
|
$1.56 Million
0.59% of portfolio
|
Q1 2025
Added 138.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
35,362
shares
|
$1.56 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
27,610
shares
|
$1.22 Million
0.64% of portfolio
|
Q1 2025
Added 1.48%
|