Institutional Ownership Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
380,406
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Added 78.66%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Aug 06, 2025 Q2 2025 |
274,338
shares
|
$10.8 Million
7.34% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
234,255
shares
|
$9.23 Million
3.06% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
206,062
shares
|
$8.12 Million
0.62% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
186,107
shares
|
$7.33 Million
1.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
153,339
shares
|
$6.04 Million
2.71% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
143,059
shares
|
$5.64 Million
0.17% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
134,541
shares
|
$5.3 Million
3.94% of portfolio
|
Q2 2025
Added 1087.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
130,041
shares
|
$5.12 Million
0.03% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
118,632
shares
|
$4.67 Million
0.33% of portfolio
|
Q2 2025
Reduced 43.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
69,149
shares
|
$2.72 Million
0.14% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
63,390
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,492
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
50,054
shares
|
$1.97 Million
0.73% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
48,789
shares
|
$1.92 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
47,526
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Added 181.99%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
46,911
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
44,373
shares
|
$1.75 Million
0.58% of portfolio
|
Q2 2025
Added 55.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
42,444
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
42,431
shares
|
$1.67 Million
0.16% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
42,392
shares
|
$1.67 Million
1.47% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
37,709
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,109
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,796
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
24,755
shares
|
$975,347
0.0% of portfolio
|
Q3 2023
Added 2.29%
|