Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Timothy Plan - Timothy Plan High Dividend Stock ETF meliputi Gts Securities Llc, dan Summit Wealth Group Llc / Co .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Inspire Advisors, LLC | 99,347 | 28.29 | 3,755 | 28.90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,254 | 45.42 | 434 | 48.80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,308 | 427 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101,419 | 8.51 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 75,329 | 0.17 | 2,847 | 0.67 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 25,053 | 5.84 | 947 | 6.29 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,275 | 21.07 | 275 | 21.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,334 | 177.58 | 693 | 179.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 59,904 | 0.81 | 2,264 | 1.30 | ||||
| 2025-08-14 | 13F | Comerica Bank | 502 | 14.09 | 19 | 12.50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25,898 | 0.79 | 979 | 1.24 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 163,171 | 4.99 | 6 | 20.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 8,265 | 318 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,750 | 160.64 | 822 | 162.62 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 83,620 | 4.84 | 3,161 | 5.33 | ||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 858,500 | 370.41 | 32,451 | 372.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 640 | 24 | ||||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91,000 | 3,440 | ||||||
| 2025-08-27 | NP | TSGAX - Timothy Strategic Growth Fund Class A | 68,000 | 11.42 | 2,570 | 43.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 555,613 | 3,368.25 | 21,002 | 3,354.28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,542 | 0.46 | 172 | 1.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 166,396 | 2.67 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,600 | 93.48 | 514 | 96.93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,857 | 0.04 | 448 | 0.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,899 | 23.25 | 4,003 | 23.82 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,906 | 5.03 | 1,357 | 5.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21,867 | 16.18 | 827 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 869 | 0.70 | 33 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,362 | 7.92 | 1,715 | 8.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,528 | 0.33 | 1,797 | 0.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,048 | 522.04 | 115 | 538.89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,660 | 21.36 | 403 | 21.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 459,221 | 1.57 | 17,359 | 2.06 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20,480 | 2.31 | 774 | 2.79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 361 | 33.21 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,989 | 29.66 | 1,587 | 30.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26,506 | 32.55 | 1,002 | 49.18 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 11,288 | 22.75 | 427 | 23.48 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 22,037 | 833 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8,920 | 7.92 | 337 | 8.71 | ||||
| 2025-08-27 | NP | TGIAX - Timothy Plan Growth & Income Fund Class A | 255,000 | 827.27 | 9,639 | 959.23 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 51,410 | 1.15 | 1,943 | 1.62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 660 | 25 |
