Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF inkluderar Kestra Private Wealth Services, Llc, Ameritas Advisory Services, LLC, och Principal Securities, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
