Grundlæggende statistik
| Institutionelle ejere | 104 total, 104 long only, 0 short only, 0 long/short - change of 7,22% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3412 % - change of -60,67% MRQ |
| Institutionelle aktier (lange) | 3.774.503 (ex 13D/G) - change of -0,67MM shares -15,08% MRQ |
| Institutionel værdi (lang) | $ 165.933 USD ($1000) |
Institutionelt ejerskab og aktionærer
The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF (US:TPLC) har 104 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,774,503 aktier. Største aktionærer omfatter Westwood Holdings Group Inc, Christian Investment Advisors, Inc., LPL Financial LLC, Bare Financial Services, Inc, Ambassador Advisors, LLC, Geneos Wealth Management Inc., Cambridge Investment Research Advisors, Inc., SILVER OAK SECURITIES, Inc, LVZ Advisors, Inc., and J.w. Cole Advisors, Inc. .
The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF (ARCA:TPLC) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 47,65 / share. Previously, on March 7, 2025, the share price was 42,94 / share. This represents an increase of 10,98% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 5.454 | -36,59 | 248 | -37,94 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13.568 | 7,99 | 617 | |||||
| 2026-02-17 | 13F | Fmr Llc | 367 | -9,16 | 17 | -11,11 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 917 | 42 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 18.549 | 67,06 | 843 | 65,29 | ||||
| 2026-01-22 | 13F | Vicus Capital | 25.684 | 3,36 | 1.167 | 1,48 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 7.785 | 1,96 | 354 | 0,00 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 817 | 0,00 | 37 | 0,00 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.520 | 0,48 | 115 | -1,72 | ||||
| 2025-10-14 | 13F | S.A. Mason LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sound Stewardship, LLC | 17.189 | 20,76 | 781 | 18,51 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 30.159 | 12,27 | 1.371 | 10,22 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 69.833 | -41,07 | 3.174 | -42,16 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 334.046 | 12,45 | 15.182 | 10,39 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.126 | 240 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 410 | 0,00 | 19 | 0,00 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 16.706 | -50,04 | 759 | -50,97 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 46.248 | 40,59 | 2.102 | 37,95 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 48.744 | 37,13 | 2.215 | 34,65 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 5.072 | 231 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 33.693 | -29,22 | 1.531 | -30,50 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 185.344 | -1,97 | 8.424 | -3,77 | ||||
| 2026-02-12 | 13F | Forge Financial Services LLC | 4.481 | 204 | ||||||
| 2026-02-11 | 13F | Smithbridge Asset Management Inc/de | 7.036 | 320 | ||||||
| 2025-11-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 867 | 100,69 | 39 | 95,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 115.099 | 28,77 | 5 | 25,00 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 206 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 6.789 | -3,28 | 309 | -4,94 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 70.817 | 42,67 | 3.219 | 40,03 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 35.499 | 1.613 | ||||||
| 2026-01-30 | 13F | Values First Advisors, Inc. | 12.397 | 20,00 | 563 | 17,78 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.551 | 9,31 | 252 | 7,23 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 4.997 | 227 | ||||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 14.786 | 0,85 | 672 | -0,88 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 22.258 | -30,32 | 1.012 | -31,60 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 11.317 | 514 | ||||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 12.046 | -9,92 | 547 | -11,63 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 13.455 | 24,75 | 612 | 22,44 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 4.640 | 0 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 14.327 | -1,56 | 651 | -3,27 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 215 | 10 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 4.340 | 350,21 | 197 | 347,73 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 17.247 | 2,83 | 784 | 0,90 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 7.031 | -62,64 | 320 | -63,38 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 56.341 | 22,08 | 2.561 | 19,85 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 4.567 | 0,00 | 208 | -1,42 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 4.016 | 25,85 | 183 | 23,81 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 9.223 | 419 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.909 | 18,44 | 132 | 16,81 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 8.300 | 0,00 | 377 | -1,82 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 327 | 0,31 | 15 | -6,67 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 8.292 | 0,00 | 377 | -1,83 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 7.800 | 355 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.145 | 0,00 | 52 | -1,89 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 85.333 | 7,72 | 3.921 | 6,93 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 6.583 | 1,32 | 299 | -0,33 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 64.046 | -0,24 | 2.911 | -2,09 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 2.779 | 128 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 7.588 | 8,54 | 345 | 6,50 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 250 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 18.179 | 22,15 | 826 | 20,76 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 59.901 | 20,13 | 2.722 | 17,94 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 204.934 | 2,77 | 9.314 | 0,89 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | 0,00 | 27 | 0,00 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 4.544 | 0,00 | 207 | -1,90 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.413 | 64 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 11.028 | 501 | ||||||
| 2026-02-17 | 13F | Opal Capital Llc | 4.236 | 205 | ||||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 5.638 | 256 | ||||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 11.205 | 16,25 | 509 | 14,13 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 23.770 | 12,50 | 1.080 | 10,43 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 5.646 | -10,28 | 257 | -12,03 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3 | 0 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 350 | 0,00 | 16 | -6,25 | ||||
| 2026-01-22 | 13F | Christian Investment Advisors, Inc. | 527.374 | 5,79 | 23.969 | 3,85 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 5.078 | -1,63 | 231 | -3,36 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 616.000 | 27.997 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 23.897 | -44,02 | 1.086 | -45,04 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 1.460 | 0,00 | 68 | 3,08 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 7.369 | -1,65 | 335 | -3,47 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 6.877 | -78,47 | 313 | -78,90 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 62.204 | 4,00 | 2.827 | 2,13 | ||||
| 2026-01-27 | 13F | Financial Advisory Corp | 23.885 | 6,51 | 1.086 | 4,53 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 91 | 0,00 | 4 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 5.649 | 70,97 | 257 | 68,42 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 47 | -70,44 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 20.585 | 0,74 | 936 | -1,06 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 10.942 | 0,25 | 497 | -1,58 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 39.858 | 7,84 | 1.812 | 5,84 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 22.838 | 1.038 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 184.292 | 1,03 | 8.376 | -0,82 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 7.315 | 332 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 59.969 | -18,03 | 2.726 | -19,52 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 6.786 | -28,04 | 308 | -29,36 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 299 | 79,04 | 14 | 85,71 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 5.716 | 13,50 | 0 | |||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 8.906 | 6,65 | 405 | 4,66 | ||||
| 2026-01-26 | 13F | O'Connor Financial Group LLC | 38.252 | 1,89 | 1.813 | 4,32 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8 | 700,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 45.097 | 2.050 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 85.043 | 0,91 | 3.865 | -0,92 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 80.925 | 10,75 | 3.678 | 8,75 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 2.812 | 0,25 | 128 | -1,55 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 350 | 0,00 | 16 | -6,25 |
