Grundlæggende statistik
| Institutionelle ejere | 93 total, 93 long only, 0 short only, 0 long/short - change of -2,08% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9128 % - change of 51,34% MRQ |
| Institutionelle aktier (lange) | 4.609.845 (ex 13D/G) - change of 0,66MM shares 16,77% MRQ |
| Institutionel værdi (lang) | $ 196.733 USD ($1000) |
Institutionelt ejerskab og aktionærer
The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF (US:TPLC) har 93 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,609,845 aktier. Største aktionærer omfatter Christian Investment Advisors, Inc., TLVAX - Timothy Large/Mid-Cap Value Fund Class A, TLGAX - Timothy Large/Mip-Cap Growth Fund Class A, LPL Financial LLC, Bare Financial Services, Inc, Ambassador Advisors, LLC, Geneos Wealth Management Inc., TSGAX - Timothy Strategic Growth Fund Class A, SILVER OAK SECURITIES, Inc, and Ameriprise Financial 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 September 9, 2025 is 45,85 / share. Previously, on September 10, 2024, the share price was 42,02 / share. This represents an increase of 9,12% 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 35.886 | 1,22 | 1.611 | 7,11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.985 | -5,82 | 314 | -0,32 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 14.586 | 1,05 | 655 | 6,86 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | 0,00 | 27 | 4,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 410 | 0,00 | 18 | 5,88 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.368 | 106 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11.685 | -2,17 | 525 | 3,56 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 63.099 | -5,75 | 2.833 | -0,28 | ||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1.460 | 0,00 | 66 | 6,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19.186 | 14,39 | 861 | 21,10 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 616.000 | 422,03 | 27.658 | 452,37 | ||||
| 2025-04-23 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.440 | 18,29 | 1.232 | 25,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | -99,87 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5.781 | -4,19 | 260 | 1,17 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.064 | -27,88 | 88 | -28,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18.259 | 80,80 | 820 | 95,47 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 21.177 | -23,30 | 951 | -18,87 | ||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91.000 | 175,76 | 4.086 | 191,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45.376 | -0,80 | 2.037 | 4,95 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1.145 | 0,00 | 51 | 6,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182.930 | 3,22 | 8.214 | 9,20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10.508 | 40,88 | 472 | 49,05 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 618.250 | -4,58 | 27.759 | -2,22 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 0,00 | 4 | 33,33 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5.437 | -0,06 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48.206 | -37,12 | 2.164 | -33,48 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7.761 | -1,15 | 0 | |||||
| 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 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.239 | 22,55 | 1.178 | 29,74 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8.300 | 0,00 | 373 | 5,68 | ||||
| 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 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21.127 | 3,40 | 960 | 10,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 406 | -22,07 | 18 | -18,18 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 7.085 | 0,54 | 318 | 6,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.554 | -2,66 | 653 | 3,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 159 | 41,96 | 0 | |||||
| 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 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.215 | 0,00 | 55 | 5,88 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.541 | -4,09 | 608 | 1,50 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 325 | 0,31 | 15 | 7,69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5.354 | 0,02 | 240 | 5,73 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 7.296 | -21,93 | 328 | -17,42 | ||||
| 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 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.222 | -6,58 | 234 | -1,27 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 49.441 | 1,01 | 2.220 | 6,84 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5.072 | 0,00 | 228 | 5,58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 350 | -18,03 | 16 | -16,67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12.952 | 1,43 | 582 | 7,39 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 431 | -49,94 | 19 | -47,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.293 | 0,00 | 372 | 5,98 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 10.584 | -28,63 | 475 | -24,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 73.002 | -0,87 | 3.278 | 4,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.866 | 5,76 | 1 | |||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.691 | -10,57 | 480 | -5,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 77 | 3 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.638 | -51,99 | 432 | -49,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.759 | 4,20 | 214 | 10,31 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1.640 | 0,00 | 74 | 5,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8.612 | -35,10 | 387 | -31,44 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 36.736 | -79,57 | 1.677 | -78,03 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 40.424 | -66,84 | 1.815 | -64,91 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 206 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 350 | -41,67 | 16 | -40,00 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 190.299 | -0,89 | 8.544 | 4,85 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.205 | 54 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.559 | -0,46 | 743 | 5,24 | ||||
| 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 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 81.818 | -3,93 | 3.674 | 1,63 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 60.708 | -3,41 | 2.726 | 2,17 |
