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 55 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,281
shares
|
$403,220
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
10,146
shares
|
$397,926
0.13% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
9,603
shares
|
$376,629
0.0% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,521
shares
|
$373,413
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,240
shares
|
$362,392
0.01% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,912
shares
|
$271,088
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,645
shares
|
$260,616
0.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
6,521
shares
|
$255,753
0.01% of portfolio
|
Q2 2024
Added 18.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,771
shares
|
$187,118
0.0% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
3,878
shares
|
$152,095
0.02% of portfolio
|
Q1 2023
Added 53.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,272
shares
|
$89,107
0.02% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,172
shares
|
$85,185
0.0% of portfolio
|
Q2 2024
Added 335.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$69,497
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,520
shares
|
$59,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
1,240
shares
|
$48,632
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,155
shares
|
$45,299
0.0% of portfolio
|
Q3 2024
Added 125.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,045
shares
|
$40,984
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
861
shares
|
$33,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$24,983
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
606
shares
|
$23,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
467
shares
|
$18,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
361
shares
|
$14,158
0.0% of portfolio
|
Q3 2024
Reduced 84.24%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
255
shares
|
$10,001
0.0% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
175
shares
|
$6,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
148
shares
|
$5,804
0.0% of portfolio
|
Q3 2024
New holding
|