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 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
19,983
shares
|
$791,726
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,537
shares
|
$734,435
0.0% of portfolio
|
Q4 2024
Reduced 72.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,444
shares
|
$691,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
17,057
shares
|
$675,798
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,854
shares
|
$667,755
0.02% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
16,653
shares
|
$659,791
0.23% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
15,109
shares
|
$598,618
0.05% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,761
shares
|
$584,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,648
shares
|
$501,113
0.0% of portfolio
|
Q1 2025
Added 106.4%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
12,521
shares
|
$496,082
0.41% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
12,035
shares
|
$476,826
0.0% of portfolio
|
Q1 2025
Added 3338.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,514
shares
|
$456,184
0.0% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,485
shares
|
$455,035
0.0% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
11,332
shares
|
$448,973
0.36% of portfolio
|
Q1 2025
Reduced 93.06%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
10,742
shares
|
$425,598
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,415
shares
|
$373,022
0.0% of portfolio
|
Q1 2025
Added 100.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,400
shares
|
$372,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,707
shares
|
$344,971
0.02% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,122
shares
|
$321,793
0.0% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,527
shares
|
$298,219
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
6,974
shares
|
$276,309
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,581
shares
|
$260,739
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,559
shares
|
$259,867
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,159
shares
|
$244,019
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
5,942
shares
|
$235,422
0.12% of portfolio
|
Q1 2025
Reduced 10.82%
|