Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF include Kestra Private Wealth Services, Llc, Ameritas Advisory Services, LLC, and Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 97,893 | 14.10 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 15,636 | 137.38 | 1 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21,127 | 3.40 | 960 | 10.61 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 35,886 | 1.22 | 1,611 | 7.11 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 14,586 | 1.05 | 655 | 6.86 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 7,085 | 0.54 | 318 | 6.35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,368 | 106 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 159 | 41.96 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 74,003 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 117,261 | 3.07 | 5,265 | 9.03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,658 | 192.73 | 119 | 213.16 | ||||
| 2025-08-27 | NP | TSGAX - Timothy Strategic Growth Fund Class A | 162,000 | 138.24 | 7,274 | 152.10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 933 | 42 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 266,615 | 5.03 | 11,971 | 11.11 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2,800 | 0.04 | 126 | 5.93 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 325 | 0.31 | 15 | 7.69 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5,354 | 0.02 | 240 | 5.73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,186 | 14.39 | 861 | 21.10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 15,108 | 1.20 | 678 | 7.11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,824 | 25.61 | 395 | 33.11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 49,441 | 1.01 | 2,220 | 6.84 | ||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 616,000 | 422.03 | 27,658 | 452.37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27,687 | 81.94 | 1,243 | 92.71 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19,444 | 16.48 | 873 | 23.31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,187 | 0.16 | 143 | 5.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,440 | 18.29 | 1,232 | 25.20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,952 | 1.43 | 582 | 7.39 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,259 | 80.80 | 820 | 95.47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,866 | 5.76 | 1 | |||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91,000 | 175.76 | 4,086 | 191.79 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 7,714 | 0.34 | 346 | 6.13 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,645 | 26.57 | 298 | 34.23 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 7,601 | 11.03 | 341 | 17.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 77 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,759 | 4.20 | 214 | 10.31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182,930 | 3.22 | 8,214 | 9.20 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10,508 | 40.88 | 472 | 49.05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20,415 | 17.29 | 917 | 24.12 | ||||
| 2025-08-27 | NP | TLGAX - Timothy Large/Mip-Cap Growth Fund Class A | 573,000 | 425.69 | 25,727 | 456.26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10,366 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 278,887 | 3.44 | 12,522 | 9.44 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 817 | 0.37 | 37 | 5.88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7,588 | 341 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 151,438 | 6.37 | 6,799 | 13.15 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 22,399 | 8.38 | 1,006 | 14.60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,205 | 54 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,239 | 22.55 | 1,178 | 29.74 | ||||
| 2025-07-18 | 13F | Vicus Capital | 20,028 | 7.86 | 899 | 14.09 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 37,761 | 6.78 | 1,695 | 13.00 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 34,267 | 224.34 | 1,539 | 278.82 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,643 | 8.69 | 343 | 15.10 |
