Institutional Ownership Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 321,809 shares, which have been reported (via 13F filing form) to have a value of $8.88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
119,420
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
65,448
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
27,934
shares
|
$765,670
0.07% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,488
shares
|
$451,936
0.0% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,198
shares
|
$416,577
0.01% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14,863
shares
|
$407,394
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
14,704
shares
|
$403,036
0.04% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
12,953
shares
|
$355,041
0.11% of portfolio
|
Q2 2025
Added 47.43%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
11,336
shares
|
$310,719
0.16% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,458
shares
|
$286,653
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,792
shares
|
$186,168
0.01% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,053
shares
|
$83,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,679
shares
|
$73,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$11,786
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
52
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|