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 70 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $95.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,929
shares
|
$792,775
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
18,593
shares
|
$739,629
0.01% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
14,802
shares
|
$588,823
0.05% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,777
shares
|
$587,829
0.02% of portfolio
|
Q4 2024
Added 36.37%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,188
shares
|
$445,058
0.03% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,048
shares
|
$439,489
0.0% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
10,112
shares
|
$402,255
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,079
shares
|
$400,942
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
9,721
shares
|
$386,701
0.11% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
9,066
shares
|
$360,645
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,959
shares
|
$316,609
0.01% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
6,663
shares
|
$265,054
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,565
shares
|
$261,155
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,128
shares
|
$243,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6,074
shares
|
$241,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,615
shares
|
$223,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,012
shares
|
$199,377
0.01% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,691
shares
|
$186,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
4,129
shares
|
$164,251
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,123
shares
|
$164,012
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,474
shares
|
$138,195
0.0% of portfolio
|
Q4 2024
Added 188.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,218
shares
|
$128,012
0.02% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,272
shares
|
$90,380
0.02% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,868
shares
|
$74,309
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,840
shares
|
$73,195
0.0% of portfolio
|
Q4 2024
Added 59.31%
|