Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Timothy Plan - Timothy Plan US Small Cap Core ETF meliputi Pioneer Wealth Management Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 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 |
