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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
8,351
shares
|
$377,047
0.05% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,300
shares
|
$374,745
0.11% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,292
shares
|
$374,383
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,635
shares
|
$344,720
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
7,493
shares
|
$338,308
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
7,019
shares
|
$316,907
0.07% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,991
shares
|
$315,643
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
6,975
shares
|
$314,921
0.19% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
6,497
shares
|
$293,339
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,293
shares
|
$284,128
0.02% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,541
shares
|
$250,176
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,162
shares
|
$233,064
0.0% of portfolio
|
Q3 2025
Added 453.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,078
shares
|
$229,271
0.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,072
shares
|
$229,000
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,036
shares
|
$227,375
0.04% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,567
shares
|
$206,200
0.0% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,544
shares
|
$205,161
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,496
shares
|
$202,994
0.02% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,304
shares
|
$149,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,191
shares
|
$144,073
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,805
shares
|
$126,645
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,508
shares
|
$113,236
0.01% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,456
shares
|
$110,888
0.0% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,064
shares
|
$93,189
0.03% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,460
shares
|
$65,919
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|