TIMOTHY PLAN (TPHD)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
86
Reporting holders
$150.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | $36.3M | 858,500 | 0.27% | 3q | HELD |
| LPL Financial LLC | $26.1M | 617,443 | 0.01% | 25q | +18.9%+$4.1M |
| Christian Investment Advisors, Inc. | $17.4M | 411,912 | 10.27% | 7q | -3.7%-$671.2K |
| BENJAMIN EDWARDS INC | $5.9M | 138,597 | 0.05% | 3q | +35.5%+$1.5M |
| Coppell Advisory Solutions LLC | $5.0M | 1,941 | 0.41% | new | NEW |
| Turning Point Benefit Group, Inc. | $4.2M | 99,122 | 1.80% | 7q | +86.3%+$1.9M |
| AMERIPRISE FINANCIAL INC | $4.1M | 96,563 | 0.00% | 27q | -52.3%-$4.5M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.3M | 77,101 | 0.16% | 27q | +8.5%+$255.6K |
| OneAscent Financial Services LLC | $3.2M | 76,247 | 0.15% | 7q | -7.4%-$256.4K |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 75,962 | 0.00% | 7q | +6.5%+$197.4K |
| Cetera Investment Advisers | $2.7M | 64,474 | 0.00% | 15q | +4.2%+$109.5K |
| J.W. COLE ADVISORS, INC. | $2.3M | 55,070 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 54,248 | 0.00% | 19q | -19.6%-$559.7K |
| Focus Partners Advisor Solutions, LLC | $2.1M | 48,663 | 0.02% | 4q | +12.8%+$233.5K |
| FAMILY WEALTH PARTNERS, LLC | $2.0M | 47,433 | 0.62% | 4q | +13.5%+$238.4K |
| First Heartland Consultants, Inc. | $2.0M | 46,788 | 0.13% | 10q | -8.5%-$183.5K |
| Inspire Advisors, LLC | $1.8M | 41,397 | 0.12% | 13q | -19.8%-$430.8K |
| Frontier Asset Management, LLC | $1.7M | 40,436 | 0.31% | 19q | +8.1%+$127.4K |
| Bare Financial Services, Inc | $1.7M | 39,535 | 0.38% | 11q | HELD |
| Geneos Wealth Management Inc. | $1.6M | 37,294 | 0.03% | 20q | +10.5%+$149.3K |
| Sound Financial Strategies Group, LLC | $1.5M | 35,697 | 0.96% | 9q | +1.8%+$26.6K |
| WorthPointe, LLC | $1.5M | 35,509 | 0.38% | 3q | -18.2%-$333.9K |
| EverSource Wealth Advisors, LLC | $1.5M | 35,043 | 0.05% | 19q | -12.3%-$207.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 29,492 | 0.00% | 9q | +29.4%+$284.9K |
| Merit Financial Group, LLC | $1.2M | 27,752 | 0.00% | 4q | +146.8%+$697.9K |
| Farther Finance Advisors, LLC | $1.2M | 27,511 | 0.01% | 4q | +5.1%+$56.7K |
| Foundations Investment Advisors, LLC | $1.1M | 25,737 | 0.01% | 6q | +37.1%+$294.4K |
| IFP Advisors, Inc | $1.0M | 24,093 | 0.02% | 10q | +6.2%+$59.2K |
| RFG Advisory, LLC | $833.2K | 19,706 | 0.01% | 6q | +17.1%+$121.7K |
| UBS Group AG | $822.6K | 19,455 | 0.00% | 25q | HELD |
| Allen Capital Group, LLC | $784.9K | 18,564 | 0.06% | 2q | +3.5%+$26.4K |
| O'Connor Financial Group LLC | $753.1K | 17,812 | 0.27% | 14q | -2.3%-$17.9K |
| Kestra Advisory Services, LLC | $748.9K | 17,712 | 0.00% | 24q | -11.3%-$95.1K |
| OSAIC HOLDINGS, INC. | $673.9K | 15,940 | 0.00% | 26q | +8.8%+$54.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $656.8K | 15,535 | 0.00% | 19q | +4.2%+$26.5K |
| WIN ADVISORS, INC | $618.3K | 14,623 | 0.22% | 19q | -1.4%-$8.7K |
| SUMMIT WEALTH GROUP LLC / CO | $609.2K | 14,409 | 0.05% | 5q | +7.2%+$41.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $596.4K | 14,106 | 0.00% | 6q | +35.4%+$155.8K |
| PNC Financial Services Group, Inc. | $524.5K | 12,404 | 0.00% | 5q | -60.8%-$812.0K |
| Sigma Planning Corp | $505.4K | 11,953 | 0.01% | 10q | HELD |
| Atria Investments, Inc | $481.5K | 11,388 | 0.00% | 17q | -71.6%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $444.1K | 10,504 | 0.00% | 4q | +100.5%+$222.6K |
| LaSalle St. Investment Advisors, LLC | $393.6K | 9,310 | 0.05% | 9q | +5.1%+$19.1K |
| LifeWealth Investments, LLC | $382.2K | 9,040 | 0.10% | 4q | +11.2%+$38.5K |
| Envestnet Portfolio Solutions, Inc. | $372.0K | 8,798 | 0.00% | 12q | HELD |
| GOLDMAN SACHS GROUP INC | $369.2K | 8,733 | 0.00% | 6q | -12.9%-$54.5K |
| GTS SECURITIES LLC | $341.0K | 8,066 | 0.01% | 3q | HELD |
| Strategic Blueprint, LLC | $309.1K | 7,310 | 0.02% | 23q | HELD |
| Koshinski Asset Management, Inc. | $306.5K | 7,250 | 0.02% | new | NEW |
| IHT Wealth Management, LLC | $304.7K | 7,206 | 0.01% | 2q | -4.3%-$13.7K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $292.8K | 6,926 | 0.04% | 3q | +18.6%+$45.9K |
| OneAscent Wealth Management LLC | $283.4K | 6,704 | 0.08% | 8q | -64.6%-$517.6K |
| Kovack Advisors, Inc. | $281.2K | 6,646 | 0.01% | 3q | +6.4%+$16.9K |
| Independent Advisor Alliance | $271.2K | 6,414 | 0.01% | 3q | -74.6%-$795.8K |
| Black Diamond Financial, LLC | $270.1K | 6,389 | 0.02% | 2q | +21.2%+$47.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $263.7K | 6,237 | 0.00% | 2q | +15.5%+$35.4K |
| VERUS CAPITAL PARTNERS, LLC | $260.4K | 6,160 | 0.01% | 4q | HELD |
| Regal Investment Advisors LLC | $251.1K | 5,939 | 0.01% | 3q | -16.5%-$49.6K |
| Bank of New York Mellon Corp | $232.6K | 5,501 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $228.5K | 5,405 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $216.9K | 5,130 | 0.00% | 2q | +3.0%+$6.2K |
| Ameritas Advisory Services, LLC | $212.4K | 5,025 | 0.00% | new | NEW |
| BIP Wealth, LLC | $207.9K | 4,918 | 0.01% | 2q | +0.6%+$1.2K |
| Faithward Advisors, LLC | $201.3K | 4,762 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $193.0K | 4,571 | 0.00% | 25q | -25.2%-$64.9K |
| Nemes Rush Group LLC | $157.5K | 3,725 | 0.01% | 13q | HELD |
| N.E.W. Advisory Services LLC | $138.7K | 3,280 | 0.01% | 6q | HELD |
| Rockefeller Capital Management L.P. | $118.8K | 2,810 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $103.7K | 2,451 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $92.3K | 2,182 | 0.00% | 6q | +49.5%+$30.5K |
| FMR LLC | $65.3K | 1,545 | 0.00% | 14q | +27.7%+$14.2K |
| NewEdge Advisors, LLC | $63.4K | 1,500 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $59.5K | 1,407 | 0.00% | 21q | HELD |
| Bank of New Hampshire | $55.0K | 1,300 | 0.01% | 13q | HELD |
| CoreCap Advisors, LLC | $42.2K | 999 | 0.00% | 2q | HELD |
| SHP Wealth Management | $39.0K | 922 | 0.00% | 3q | HELD |
| Coastline Trust Co | $31.7K | 749 | 0.00% | new | NEW |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $27.5K | 650 | 0.01% | 7q | HELD |
| FIFTH THIRD BANCORP | $25.2K | 596 | 0.00% | 2q | +10.2%+$2.3K |
| IFG Advisory, LLC | $24.6K | 581 | 0.00% | 2q | +75.5%+$10.6K |
| Smartleaf Asset Management LLC | $20.6K | 485 | 0.00% | 8q | HELD |
| JPMORGAN CHASE & CO | $20.4K | 481 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $16.3K | 387 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $12.1K | 285,064 | 0.01% | 28q | +95.9%+$5.9K |
| ASSETMARK, INC | $6.8K | 161 | 0.00% | 6q | HELD |
| Blue Trust, Inc. | $5.8K | 137 | 0.00% | 12q | +0.7% |
| Ameritas Investment Partners, Inc. | $2.5K | 60 | 0.00% | 26q | -20.0% |
| Janney Montgomery Scott LLC | $363 | 8,581 | 0.00% | 6q | +5.1% |
| WELLS FARGO & COMPANY/MN | $22 | 1 | 0.00% | 15q | -50.0% |
| First PREMIER Bank | $11 | 250 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | $150.6M | 3,560,579 | 9 | 36 | 21 | 0.0% |
| Q1 2026 | 88 | $151.3M | 3,665,818 | 14 | 39 | 22 | 0.0% |
| Q4 2025 | 84 | $136.1M | 3,531,538 | 14 | 34 | 21 | 0.0% |
| Q3 2025 | 79 | $103.5M | 2,622,232 | 10 | 29 | 23 | 0.0% |
| Q2 2025 | 79 | $104.8M | 2,770,411 | 4 | 28 | 27 | 0.0% |
| Q1 2025 | 79 | $101.4M | 2,698,021 | 11 | 29 | 18 | 0.0% |
| Q4 2024 | 80 | $105.0M | 2,889,009 | 11 | 28 | 20 | 0.0% |
| Q3 2024 | 68 | $98.5M | 2,613,550 | 6 | 22 | 24 | 0.0% |
| Q2 2024 | 66 | $86.2M | 2,454,290 | 9 | 23 | 20 | 0.0% |
| Q1 2024 | 63 | $100.7M | 2,789,840 | 10 | 30 | 9 | 0.0% |
| Q4 2023 | 60 | $95.8M | 2,900,488 | 4 | 26 | 15 | 0.0% |
| Q3 2023 | 58 | $84.3M | 2,751,871 | 5 | 31 | 7 | 0.0% |
| Q2 2023 | 56 | $62.0M | 1,968,628 | 9 | 26 | 10 | 0.0% |
| Q1 2023 | 48 | $59.2M | 1,894,320 | 5 | 25 | 9 | 0.0% |
| Q4 2022 | 44 | $56.7M | 1,821,504 | 7 | 22 | 4 | 0.0% |
| Q3 2022 | 47 | $67.8M | 2,419,307 | 6 | 24 | 9 | 0.0% |
| Q2 2022 | 43 | $90.0M | 3,040,034 | 10 | 19 | 8 | 0.0% |
| Q1 2022 | 35 | $53.4M | 1,617,300 | 4 | 17 | 11 | 0.0% |
| Q4 2021 | 39 | $46.1M | 1,417,530 | 7 | 15 | 8 | 0.0% |
| Q3 2021 | 28 | $33.6M | 1,134,281 | 3 | 15 | 4 | 0.0% |
| Q2 2021 | 28 | $30.6M | 1,025,020 | 2 | 18 | 6 | 0.0% |
| Q1 2021 | 31 | $30.9M | 1,066,448 | 3 | 16 | 6 | 0.0% |
| Q4 2020 | 28 | $22.1M | 854,141 | 3 | 15 | 6 | 0.0% |
| Q3 2020 | 26 | $18.3M | 797,473 | 5 | 9 | 7 | 0.0% |
| Q2 2020 | 22 | $17.2M | 785,098 | 6 | 10 | 4 | 0.0% |
| Q1 2020 | 19 | $16.0M | 837,432 | 4 | 12 | 1 | 0.0% |
| Q4 2019 | 17 | $13.2M | 487,865 | 7 | 7 | 2 | 0.0% |
| Q3 2019 | 11 | $4.7M | 183,155 | 11 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $205.0K | 8,223 | 1 | 0 | 0 | 0.0% |