TIMOTHY PLAN (TPIF)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
75
Reporting holders
$120.0M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | $18.0M | 481,131 | 0.85% | 18q | -38.2%-$11.1M |
| O'Connor Financial Group LLC | $12.2M | 328,274 | 4.33% | 14q | -1.4%-$169.3K |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 248,134 | 0.00% | 9q | +115.5%+$4.9M |
| Sound Financial Strategies Group, LLC | $6.7M | 179,280 | 4.25% | 9q | +1.1%+$74.7K |
| BENJAMIN EDWARDS INC | $6.7M | 179,085 | 0.06% | 3q | +37.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $5.3M | 142,620 | 0.00% | 2q | -39.9%-$3.5M |
| LPL Financial LLC | $4.9M | 131,735 | 0.00% | 15q | +5.1%+$237.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.9M | 131,982 | 0.03% | 7q | +17.8%+$740.8K |
| LVZ, Inc. | $4.8M | 129,799 | 0.49% | 21q | HELD |
| Kestra Advisory Services, LLC | $3.9M | 104,297 | 0.01% | 5q | +1.9%+$72.4K |
| Turning Point Benefit Group, Inc. | $3.9M | 103,650 | 1.66% | 7q | +132.9%+$2.2M |
| FAMILY WEALTH PARTNERS, LLC | $3.0M | 80,497 | 0.92% | 4q | +14.0%+$368.7K |
| Focus Partners Advisor Solutions, LLC | $3.0M | 80,360 | 0.03% | 4q | +13.4%+$353.9K |
| Sound Stewardship, LLC | $2.1M | 55,410 | 0.85% | 12q | -2.2%-$47.5K |
| SUMMIT WEALTH GROUP LLC / CO | $2.1M | 55,184 | 0.17% | 2q | +889.3%+$1.9M |
| EverSource Wealth Advisors, LLC | $2.0M | 53,556 | 0.07% | 19q | -2.1%-$43.4K |
| Cetera Investment Advisers | $1.8M | 47,297 | 0.00% | 10q | +5.7%+$95.4K |
| Geneos Wealth Management Inc. | $1.5M | 41,380 | 0.03% | 16q | +1.4%+$21.6K |
| Foundations Investment Advisors, LLC | $1.5M | 41,309 | 0.02% | 7q | +34.3%+$393.4K |
| J.W. COLE ADVISORS, INC. | $1.4M | 36,586 | 0.02% | new | NEW |
| WorthPointe, LLC | $1.3M | 33,745 | 0.32% | 3q | -18.8%-$290.9K |
| First Heartland Consultants, Inc. | $1.1M | 29,496 | 0.07% | 3q | +42.6%+$328.5K |
| UBS Group AG | $1.1M | 28,348 | 0.00% | 13q | -2.3%-$24.6K |
| RAYMOND JAMES FINANCIAL INC | $904.4K | 24,240 | 0.00% | 6q | +72.2%+$379.2K |
| Christian Investment Advisors, Inc. | $848.7K | 22,747 | 0.50% | 7q | HELD |
| JPMORGAN CHASE & CO | $814.9K | 21,915 | 0.00% | 9q | +5.0%+$38.9K |
| Ridgeline Wealth, LLC | $788.6K | 21,136 | 0.46% | 7q | +4.6%+$34.9K |
| IFP Advisors, Inc | $771.0K | 20,666 | 0.01% | 9q | HELD |
| JANE STREET GROUP, LLC | $762.2K | 20,430 | 0.00% | 3q | -66.9%-$1.5M |
| Strategic Blueprint, LLC | $689.8K | 18,489 | 0.03% | 18q | +0.7%+$4.6K |
| Farther Finance Advisors, LLC | $660.2K | 17,696 | 0.01% | 3q | +11.0%+$65.4K |
| WIN ADVISORS, INC | $597.7K | 16,021 | 0.21% | 2q | -1.4%-$8.2K |
| OSAIC HOLDINGS, INC. | $580.1K | 15,549 | 0.00% | 19q | +25.2%+$116.9K |
| HARBOUR INVESTMENTS, INC. | $519.6K | 13,925 | 0.01% | 8q | -39.6%-$340.9K |
| Inspire Advisors, LLC | $469.9K | 12,595 | 0.03% | 2q | -28.5%-$186.9K |
| Values First Advisors, Inc. | $469.5K | 10,951 | 0.11% | 5q | +252.8%+$336.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $453.1K | 12,145 | 0.00% | 15q | +13.9%+$55.3K |
| Strategic Equity Management | $450.0K | 12,060 | 0.15% | 6q | -3.1%-$14.6K |
| McAdam, LLC | $446.4K | 11,965 | 0.02% | new | NEW |
| OneAscent Financial Services LLC | $445.7K | 11,947 | 0.02% | 5q | +43.5%+$135.2K |
| Faithward Advisors, LLC | $426.9K | 11,443 | 0.05% | 22q | -8.5%-$39.8K |
| MONEYWISE, INC. | $415.2K | 11,130 | 0.15% | 6q | -0.9%-$3.9K |
| ENVESTNET ASSET MANAGEMENT INC | $397.4K | 10,652 | 0.00% | 10q | +26.5%+$83.4K |
| Atria Investments, Inc | $391.1K | 10,482 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $384.4K | 10,303 | 0.00% | 7q | +30.5%+$89.8K |
| FIRETHORN WEALTH PARTNERS, LLC | $380.1K | 10,189 | 0.12% | 8q | HELD |
| 3EDGE Asset Management, LP | $378.4K | 10,142 | 0.02% | new | NEW |
| Bedel Financial Consulting, Inc. | $377.2K | 10,110 | 0.04% | 7q | +13.7%+$45.3K |
| Demars Financial Group, LLC | $375.9K | 10,076 | 0.10% | new | NEW |
| Independent Advisor Alliance | $373.0K | 9,997 | 0.01% | 3q | +39.1%+$104.9K |
| Waverly Advisors, LLC | $316.4K | 8,480 | 0.00% | 3q | +16.2%+$44.2K |
| GWN SECURITIES INC. | $307.8K | 8,250 | 0.05% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $295.5K | 7,921 | 0.01% | 3q | +12.4%+$32.6K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $285.9K | 7,662 | 0.04% | 4q | +13.9%+$34.9K |
| Blue Trust, Inc. | $248.5K | 6,660 | 0.00% | 10q | +1.0%+$2.5K |
| Symphony Financial, Ltd. Co. | $241.8K | 6,502 | 0.03% | 2q | +1.4%+$3.4K |
| BFI Wealth Solutions, LLC | $231.1K | 6,195 | 0.17% | 3q | HELD |
| NewEdge Advisors, LLC | $220.4K | 5,908 | 0.00% | 3q | +1.1%+$2.5K |
| SIGMA INVESTMENT COUNSELORS INC | $218.8K | 5,864 | 0.01% | 3q | +1.1%+$2.5K |
| FMR LLC | $195.9K | 5,250 | 0.00% | 10q | +15.7%+$26.5K |
| Aptus Capital Advisors, LLC | $126.5K | 3,391 | 0.00% | new | NEW |
| BankPlus Trust Department | $98.8K | 2,649 | 0.02% | 2q | +134.2%+$56.6K |
| Larson Financial Group LLC | $95.9K | 2,569 | 0.00% | 9q | +4.8%+$4.4K |
| ASSETMARK, INC | $81.2K | 2,177 | 0.00% | 6q | -19.4%-$19.6K |
| AdvisorNet Financial, Inc | $65.8K | 1,763 | 0.00% | 8q | +9.0%+$5.4K |
| Rockefeller Capital Management L.P. | $50.9K | 1,363 | 0.00% | 4q | +127.9%+$28.5K |
| IFG Advisory, LLC | $28.2K | 756 | 0.00% | new | NEW |
| PEOPLES FINANCIAL SERVICES CORP. | $23.0K | 617 | 0.01% | 2q | +95.9%+$11.3K |
| CoreCap Advisors, LLC | $22.0K | 590 | 0.00% | 2q | HELD |
| Go Invest LLC | $19.0K | 510 | 0.00% | 3q | +14.3%+$2.4K |
| Cambridge Investment Research Advisors, Inc. | $7.7K | 207,610 | 0.01% | 14q | +111.4%+$4.1K |
| StrongBox Wealth, LLC | $7.3K | 195 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $3.5K | 93 | 0.00% | 11q | HELD |
| FLOW TRADERS U.S. LLC | $2.6K | 70,517 | 0.11% | new | NEW |
| Ameritas Investment Partners, Inc. | $1.9K | 52 | 0.00% | 26q | -22.4% |
| Arax Advisory Partners | $1.5K | 41 | 0.00% | new | NEW |
| Betterment LLC | $648 | 17,359 | 0.00% | 4q | +5.1% |
| NATIXIS ADVISORS, LLC | $625 | 16,761 | 0.00% | new | NEW |
| MORGAN STANLEY | $65 | 1 | 0.00% | 7q | HELD |
| First PREMIER Bank | $11 | 285 | 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 | 75 | $120.0M | 3,217,615 | 9 | 41 | 16 | 0.0% |
| Q1 2026 | 74 | $128.1M | 3,555,299 | 13 | 27 | 23 | 0.0% |
| Q4 2025 | 67 | $109.6M | 3,144,954 | 12 | 33 | 10 | 0.0% |
| Q3 2025 | 61 | $74.9M | 2,254,833 | 10 | 26 | 14 | 0.0% |
| Q2 2025 | 53 | $67.6M | 2,091,493 | 9 | 18 | 20 | 0.0% |
| Q1 2025 | 46 | $50.6M | 1,769,209 | 4 | 21 | 13 | 0.0% |
| Q4 2024 | 50 | $53.1M | 1,998,249 | 8 | 16 | 10 | 0.0% |
| Q3 2024 | 39 | $42.5M | 1,471,976 | 5 | 14 | 11 | 0.0% |
| Q2 2024 | 38 | $30.3M | 1,142,012 | 12 | 10 | 7 | 0.0% |
| Q1 2024 | 32 | $29.6M | 1,088,301 | 7 | 11 | 9 | 0.0% |
| Q4 2023 | 36 | $31.1M | 1,180,379 | 7 | 18 | 6 | 0.0% |
| Q3 2023 | 32 | $25.7M | 1,074,640 | 4 | 11 | 8 | 0.0% |
| Q2 2023 | 31 | $27.8M | 1,104,771 | 7 | 12 | 5 | 0.0% |
| Q1 2023 | 27 | $22.1M | 883,194 | 5 | 6 | 6 | 0.0% |
| Q4 2022 | 24 | $13.4M | 573,988 | 10 | 5 | 3 | 0.0% |
| Q3 2022 | 24 | $19.9M | 983,143 | 7 | 7 | 6 | 0.0% |
| Q2 2022 | 22 | $26.5M | 1,161,223 | 3 | 11 | 5 | 0.0% |
| Q1 2022 | 27 | $65.1M | 2,417,363 | 14 | 5 | 4 | 0.0% |
| Q4 2021 | 19 | $31.6M | 1,088,311 | 3 | 4 | 6 | 0.0% |
| Q3 2021 | 17 | $32.5M | 1,146,632 | 3 | 6 | 5 | 0.0% |
| Q2 2021 | 20 | $34.3M | 1,177,544 | 7 | 8 | 5 | 0.0% |
| Q1 2021 | 14 | $29.0M | 1,043,573 | 4 | 6 | 2 | 0.0% |
| Q4 2020 | 11 | $11.5M | 424,104 | 3 | 4 | 1 | 0.0% |
| Q3 2020 | 9 | $6.0M | 249,094 | 4 | 2 | 1 | 0.0% |
| Q2 2020 | 6 | $1.9M | 82,875 | 3 | 1 | 0 | 0.0% |
| Q1 2020 | 5 | $3.6M | 180,494 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $490.0K | 19,079 | 1 | 0 | 0 | 0.0% |