Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Timothy Plan - Timothy Plan US Small Cap Core ETF inkluderar Pioneer Wealth Management Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 16 653 | 1,14 | 644 | 5,75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 48 789 | 1 887 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 526 | 181,99 | 1 838 | 194,55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 892 | 15,87 | 437 | 25,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 101 | 1 411,51 | 81 | 1 925,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 37 709 | 20,25 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 034 | 68,95 | 40 | 77,27 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 870 | 0,05 | 72 | 4,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 161 | 42,59 | 664 | 49,89 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 22 792 | 14,06 | 882 | 19,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 109 | 15,17 | 1 358 | 20,39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 345 | 3,02 | 245 | 7,46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 240 | 36,31 | 667 | 42,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143 059 | 4,72 | 5 534 | 9,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 228 | 15,96 | 782 | 21,24 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 068 | 26,41 | 157 | 31,93 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 6 974 | 270 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21 133 | 14,00 | 818 | 19,10 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 19 041 | 52,07 | 737 | 58,96 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 234 255 | 7,43 | 9 061 | 12,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 796 | 67,77 | 611 | 81,31 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 664 | 0,50 | 799 | 4,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25 796 | 1,01 | 998 | 5,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98 | 12,64 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16 383 | 8,43 | 634 | 13,24 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6 974 | 19,75 | 270 | 25,12 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63 390 | 10,81 | 2 452 | 15,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 487 | 30,90 | 58 | 35,71 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 69 149 | 10,76 | 2 675 | 15,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 153 339 | 2,56 | 6 152 | 11,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42 444 | 8,59 | 1 642 | 13,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 571 | 9,60 | 22 | 15,79 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 10 630 | 78,90 | 423 | 110,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 917 | 3,50 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 387 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 186 | 25,41 | 394 | 31,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 44 373 | 55,94 | 1 716 | 62,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 041 | 29,28 | 5 030 | 35,04 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 408 | 12,09 | 16 | 15,38 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 186 107 | 0,13 | 7 199 | 4,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 380 406 | 78,66 | 14 714 | 86,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 874 | 35,30 | 343 | 41,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 400 | 15 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 134 541 | 1 087,27 | 5 204 | 1 269,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46 911 | 2,45 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 670 | 45,52 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 42 431 | 3,03 | 1 641 | 7,68 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 50 054 | 12,49 | 1 936 | 17,55 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 595 | 25,97 | 719 | 31,68 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 18 770 | 10,04 | 726 | 15,06 |
