TIMOTHY PLAN (TPLC)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
95
Reporting holders
$171.2M
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 |
|---|---|---|---|---|---|
| Christian Investment Advisors, Inc. | $27.2M | 540,938 | 16.05% | 7q | +2.0%+$525.1K |
| LPL Financial LLC | $18.1M | 359,035 | 0.00% | 24q | +3.0%+$534.9K |
| Bare Financial Services, Inc | $10.8M | 215,243 | 2.49% | 11q | +2.2%+$230.4K |
| Geneos Wealth Management Inc. | $9.8M | 194,043 | 0.20% | 16q | +1.4%+$138.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.6M | 191,486 | 0.46% | 27q | +14.1%+$1.2M |
| Faithward Advisors, LLC | $9.3M | 184,369 | 1.13% | 22q | HELD |
| BENJAMIN EDWARDS INC | $5.9M | 117,869 | 0.05% | 3q | +35.7%+$1.6M |
| LVZ, Inc. | $4.4M | 86,396 | 0.44% | 28q | HELD |
| Sowell Financial Services LLC | $4.3M | 85,383 | 0.14% | 4q | +16.6%+$611.8K |
| AMERIPRISE FINANCIAL INC | $4.3M | 84,779 | 0.00% | 27q | -48.9%-$4.1M |
| J.W. COLE ADVISORS, INC. | $4.2M | 84,319 | 0.07% | new | NEW |
| Sound Financial Strategies Group, LLC | $3.9M | 78,396 | 2.51% | 9q | +1.9%+$74.0K |
| Turning Point Benefit Group, Inc. | $3.9M | 76,674 | 1.66% | 7q | +249.1%+$2.8M |
| First Heartland Consultants, Inc. | $3.8M | 75,184 | 0.24% | 10q | +5.5%+$198.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 63,949 | 0.02% | 7q | +16.7%+$460.7K |
| Cetera Investment Advisers | $3.1M | 61,119 | 0.00% | 10q | -3.0%-$94.1K |
| EverSource Wealth Advisors, LLC | $2.3M | 45,193 | 0.08% | 19q | -10.5%-$267.7K |
| CITADEL ADVISORS LLC | $2.2M | 44,011 | 0.00% | 2q | +369.3%+$1.7M |
| Cornerstone Financial Management LLC | $2.1M | 41,296 | 1.67% | 3q | -10.6%-$246.6K |
| JONES FINANCIAL COMPANIES LLLP | $2.1M | 41,056 | 0.00% | 8q | +64.4%+$806.3K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 39,763 | 0.00% | 7q | +6.5%+$122.2K |
| O'Connor Financial Group LLC | $1.8M | 36,327 | 0.65% | 14q | -1.4%-$25.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 34,709 | 0.00% | 20q | +8.0%+$129.0K |
| Values First Advisors, Inc. | $1.6M | 29,480 | 0.36% | 8q | +119.1%+$853.5K |
| VICUS CAPITAL | $1.6M | 30,839 | 0.10% | 14q | +9.9%+$140.0K |
| Allworth Financial LP | $1.3M | 26,038 | 0.01% | 7q | +2.4%+$30.3K |
| BOS Asset Management, LLC | $1.2M | 23,951 | 0.28% | 3q | +0.7%+$8.4K |
| Financial Advisory Corp | $1.2M | 23,230 | 0.16% | 7q | -5.9%-$72.7K |
| Foundations Investment Advisors, LLC | $1.1M | 22,084 | 0.01% | 6q | +36.1%+$295.0K |
| OneAscent Financial Services LLC | $1.0M | 20,306 | 0.05% | 5q | -9.4%-$105.7K |
| UBS Group AG | $1.0M | 20,083 | 0.00% | 17q | -1.7%-$17.6K |
| CoreCap Advisors, LLC | $926.4K | 18,400 | 0.03% | 8q | +6.9%+$59.7K |
| Tulsa Wealth Advisors, INC | $905.6K | 17,986 | 0.13% | 2q | +14.1%+$111.6K |
| Sound Stewardship, LLC | $878.4K | 17,446 | 0.36% | 12q | -8.1%-$77.8K |
| OSAIC HOLDINGS, INC. | $805.6K | 16,001 | 0.00% | 26q | +4.5%+$35.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $796.0K | 15,809 | 0.00% | 12q | +8.3%+$61.2K |
| TWO SIGMA INVESTMENTS, LP | $770.4K | 15,300 | 0.00% | new | NEW |
| SIGMA INVESTMENT COUNSELORS INC | $766.6K | 15,225 | 0.04% | 9q | +0.5%+$4.0K |
| Kestra Advisory Services, LLC | $728.5K | 14,469 | 0.00% | 16q | -24.2%-$233.1K |
| Independent Advisor Alliance | $725.3K | 14,406 | 0.02% | 3q | +39.1%+$203.8K |
| LifeWealth Investments, LLC | $719.2K | 14,284 | 0.19% | 3q | +13.7%+$86.7K |
| 3EDGE Asset Management, LP | $706.1K | 14,023 | 0.03% | 7q | +107.9%+$366.4K |
| ENVESTNET ASSET MANAGEMENT INC | $687.8K | 13,660 | 0.00% | 16q | +10.0%+$62.4K |
| WIN ADVISORS, INC | $624.0K | 12,393 | 0.22% | 12q | -1.5%-$9.8K |
| Black Diamond Financial, LLC | $595.9K | 11,835 | 0.05% | 3q | +7.8%+$43.0K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $588.4K | 11,686 | 0.07% | 6q | +21.7%+$104.7K |
| Frontier Asset Management, LLC | $580.4K | 11,527 | 0.10% | 18q | +3.6%+$20.3K |
| Demars Financial Group, LLC | $570.2K | 11,325 | 0.16% | new | NEW |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $560.9K | 11,141 | 0.11% | 6q | -0.6%-$3.6K |
| World Investment Advisors | $505.3K | 10,035 | 0.01% | 2q | -6.2%-$33.6K |
| ROYAL BANK OF CANADA | $453.0K | 8,992 | 0.00% | 25q | +96.9%+$222.9K |
| HARBOUR INVESTMENTS, INC. | $436.8K | 8,676 | 0.01% | 21q | +1.5%+$6.6K |
| Brookstone Capital Management | $421.8K | 8,378 | 0.00% | 9q | +10.4%+$39.8K |
| BCGM Wealth Management, LLC | $417.9K | 8,300 | 0.09% | 17q | HELD |
| Atria Investments, Inc | $417.5K | 8,292 | 0.00% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $399.4K | 7,932 | 0.00% | 10q | +3.8%+$14.8K |
| LaSalle St. Investment Advisors, LLC | $387.0K | 7,687 | 0.05% | 9q | +8.3%+$29.6K |
| SILVER OAK SECURITIES, INCORPORATED | $377.9K | 7,506 | 0.02% | 14q | -4.0%-$15.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $350.6K | 6,963 | 0.00% | 5q | HELD |
| Private Advisor Group, LLC | $325.9K | 6,473 | 0.00% | new | NEW |
| Regal Investment Advisors LLC | $312.3K | 6,202 | 0.02% | 3q | -17.6%-$66.7K |
| Sigma Planning Corp | $307.6K | 6,109 | 0.01% | 9q | +7.1%+$20.5K |
| Ameritas Investment Partners, Inc. | $281.8K | 5,597 | 0.01% | 28q | -0.8%-$2.2K |
| Strategic Blueprint, LLC | $274.6K | 5,454 | 0.01% | 17q | HELD |
| Forge Financial Services LLC | $219.6K | 4,362 | 0.02% | 3q | -2.2%-$4.8K |
| McAdam, LLC | $217.8K | 4,326 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $217.8K | 4,333 | 0.01% | 2q | HELD |
| Mascagni Wealth Management, Inc. | $202.0K | 4,012 | 0.13% | new | NEW |
| FMR LLC | $191.1K | 3,796 | 0.00% | 10q | +1097.5%+$175.2K |
| ASSETMARK, INC | $163.4K | 3,246 | 0.00% | 4q | -25.2%-$55.1K |
| IFP Advisors, Inc | $161.4K | 3,206 | 0.00% | 5q | +6.8%+$10.2K |
| PNC Financial Services Group, Inc. | $150.5K | 2,989 | 0.00% | 5q | -4.8%-$7.6K |
| Larson Financial Group LLC | $145.9K | 2,898 | 0.00% | 24q | +7.7%+$10.4K |
| Midwest Capital Advisors, LLC | $145.5K | 2,890 | 0.06% | 7q | HELD |
| AdvisorNet Financial, Inc | $141.2K | 2,805 | 0.01% | 8q | -1.4%-$2.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $130.7K | 2,595 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $124.3K | 2,469 | 0.00% | new | NEW |
| Arax Advisory Partners | $67.6K | 1,343 | 0.00% | 3q | +46.5%+$21.4K |
| Bank of New Hampshire | $63.4K | 1,260 | 0.01% | 13q | HELD |
| Nemes Rush Group LLC | $57.7K | 1,145 | 0.00% | 13q | HELD |
| SHP Wealth Management | $37.2K | 739 | 0.00% | 3q | -47.7%-$33.9K |
| IFG Advisory, LLC | $35.2K | 700 | 0.00% | 2q | +55.6%+$12.6K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $30.2K | 600 | 0.01% | 7q | HELD |
| PEOPLES FINANCIAL SERVICES CORP. | $26.7K | 530 | 0.01% | 2q | +98.5%+$13.2K |
| N.E.W. Advisory Services LLC | $22.3K | 442 | 0.00% | 6q | +1.8% |
| Smartleaf Asset Management LLC | $20.6K | 410 | 0.00% | 8q | HELD |
| NewEdge Advisors, LLC | $17.6K | 350 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $17.4K | 346 | 0.00% | 2q | -88.7%-$136.5K |
| Winch Advisory Services, LLC | $16.5K | 328 | 0.00% | 17q | HELD |
| Cambridge Investment Research Advisors, Inc. | $10.9K | 217,208 | 0.01% | 25q | +95.6%+$5.3K |
| Blue Trust, Inc. | $5.9K | 117 | 0.00% | 10q | HELD |
| Harborfront Financial Group LLC | $3.1K | 62 | 0.01% | new | NEW |
| True Wealth Design, LLC | $2.0K | 40 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $352 | 7 | 0.00% | 22q | -12.5% |
| Thrivent Financial for Lutherans | $350 | 6,951 | 0.00% | 2q | HELD |
| Arkos Global Advisors | $243 | 4,818 | 0.03% | 3q | +1.8% |
| Keating Financial Advisory Services, Inc. | $151 | 3 | 0.00% | 3q | HELD |
| First PREMIER Bank | $13 | 250 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0.00% | 15q | -100.0% |
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 | 95 | $171.2M | 3,399,409 | 10 | 45 | 24 | 0.0% |
| Q1 2026 | 93 | $175.5M | 3,767,201 | 8 | 43 | 19 | 0.0% |
| Q4 2025 | 98 | $166.4M | 3,657,488 | 15 | 42 | 20 | 0.0% |
| Q3 2025 | 84 | $131.7M | 2,845,382 | 6 | 26 | 25 | 0.0% |
| Q2 2025 | 83 | $133.3M | 2,967,621 | 5 | 29 | 31 | 0.0% |
| Q1 2025 | 84 | $159.2M | 3,731,812 | 7 | 36 | 25 | 0.0% |
| Q4 2024 | 91 | $166.0M | 3,874,627 | 7 | 29 | 25 | 0.0% |
| Q3 2024 | 80 | $133.7M | 3,040,423 | 8 | 29 | 23 | 0.0% |
| Q2 2024 | 73 | $97.9M | 2,400,529 | 11 | 23 | 17 | 0.0% |
| Q1 2024 | 65 | $102.7M | 2,449,688 | 7 | 27 | 16 | 0.0% |
| Q4 2023 | 66 | $99.9M | 2,612,993 | 9 | 21 | 20 | 0.0% |
| Q3 2023 | 58 | $72.1M | 2,092,225 | 5 | 30 | 6 | 0.0% |
| Q2 2023 | 58 | $72.3M | 2,008,032 | 7 | 22 | 13 | 0.0% |
| Q1 2023 | 53 | $68.3M | 1,990,328 | 9 | 15 | 15 | 0.0% |
| Q4 2022 | 45 | $61.8M | 1,845,190 | 7 | 19 | 8 | 0.0% |
| Q3 2022 | 51 | $67.8M | 2,248,030 | 9 | 22 | 7 | 0.0% |
| Q2 2022 | 45 | $57.6M | 1,840,096 | 9 | 17 | 7 | 0.0% |
| Q1 2022 | 38 | $58.7M | 1,613,876 | 7 | 16 | 9 | 0.0% |
| Q4 2021 | 39 | $60.0M | 1,550,522 | 6 | 14 | 7 | 0.0% |
| Q3 2021 | 29 | $44.2M | 1,268,766 | 4 | 14 | 5 | 0.0% |
| Q2 2021 | 32 | $50.0M | 1,433,919 | 7 | 12 | 6 | 0.0% |
| Q1 2021 | 29 | $46.9M | 1,425,428 | 5 | 13 | 6 | 0.0% |
| Q4 2020 | 28 | $30.4M | 984,149 | 4 | 10 | 7 | 0.0% |
| Q3 2020 | 23 | $44.9M | 1,675,108 | 7 | 7 | 3 | 0.0% |
| Q2 2020 | 19 | $39.2M | 1,577,939 | 5 | 9 | 3 | 0.0% |
| Q1 2020 | 18 | $43.0M | 2,072,100 | 5 | 9 | 2 | 0.0% |
| Q4 2019 | 14 | $46.5M | 1,708,271 | 5 | 4 | 2 | 0.0% |
| Q3 2019 | 10 | $3.6M | 142,570 | 8 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $786.0K | 31,002 | 3 | 0 | 0 | 0.0% |