Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The Timothy Plan - Timothy Plan High Dividend Stock ETF include Gts Securities Llc, and Summit Wealth Group Llc / Co .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Inspire Advisors, LLC | 99,347 | 28.29 | 3,755 | 28.90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,254 | 45.42 | 434 | 48.80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,308 | 427 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101,419 | 8.51 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 75,329 | 0.17 | 2,847 | 0.67 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 25,053 | 5.84 | 947 | 6.29 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,275 | 21.07 | 275 | 21.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,334 | 177.58 | 693 | 179.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 59,904 | 0.81 | 2,264 | 1.30 | ||||
| 2025-08-14 | 13F | Comerica Bank | 502 | 14.09 | 19 | 12.50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25,898 | 0.79 | 979 | 1.24 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 163,171 | 4.99 | 6 | 20.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 8,265 | 318 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,750 | 160.64 | 822 | 162.62 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 83,620 | 4.84 | 3,161 | 5.33 | ||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 858,500 | 370.41 | 32,451 | 372.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 640 | 24 | ||||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91,000 | 3,440 | ||||||
| 2025-08-27 | NP | TSGAX - Timothy Strategic Growth Fund Class A | 68,000 | 11.42 | 2,570 | 43.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 555,613 | 3,368.25 | 21,002 | 3,354.28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,542 | 0.46 | 172 | 1.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 166,396 | 2.67 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,600 | 93.48 | 514 | 96.93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,857 | 0.04 | 448 | 0.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,899 | 23.25 | 4,003 | 23.82 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,906 | 5.03 | 1,357 | 5.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21,867 | 16.18 | 827 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 869 | 0.70 | 33 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,362 | 7.92 | 1,715 | 8.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,528 | 0.33 | 1,797 | 0.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,048 | 522.04 | 115 | 538.89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,660 | 21.36 | 403 | 21.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 459,221 | 1.57 | 17,359 | 2.06 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20,480 | 2.31 | 774 | 2.79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 361 | 33.21 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,989 | 29.66 | 1,587 | 30.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26,506 | 32.55 | 1,002 | 49.18 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 11,288 | 22.75 | 427 | 23.48 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 22,037 | 833 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8,920 | 7.92 | 337 | 8.71 | ||||
| 2025-08-27 | NP | TGIAX - Timothy Plan Growth & Income Fund Class A | 255,000 | 827.27 | 9,639 | 959.23 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 51,410 | 1.15 | 1,943 | 1.62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 660 | 25 |
