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 73 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 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 |
327,698
shares
|
$11.7 Million
8.86% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
223,946
shares
|
$8.02 Million
0.68% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
218,057
shares
|
$7.81 Million
3.1% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
212,917
shares
|
$7.62 Million
0.0% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
210,176
shares
|
$7.52 Million
0.51% of portfolio
|
Q1 2025
Added 112.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
185,874
shares
|
$6.65 Million
1.29% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
149,508
shares
|
$5.35 Million
2.88% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
136,614
shares
|
$4.89 Million
0.17% of portfolio
|
Q1 2025
Added 267.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
100,588
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Added 89.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
67,337
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
62,430
shares
|
$2.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
57,206
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
45,789
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
44,756
shares
|
$1.6 Million
1.57% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
44,497
shares
|
$1.59 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
41,182
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,087
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 83.08%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
31,358
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
30,485
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
28,456
shares
|
$1.02 Million
0.7% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
25,538
shares
|
$914,260
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
24,755
shares
|
$886,228
0.0% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
24,292
shares
|
$869,653
0.51% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
20,562
shares
|
$736,119
0.02% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
20,176
shares
|
$722,300
0.04% of portfolio
|
Q1 2025
Reduced 17.18%
|