TIMOTHY PLAN (TPSC)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
90
Reporting holders
$262.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $45.1M | 939,102 | 0.01% | 17q | +2.6%+$1.1M |
| WESTWOOD HOLDINGS GROUP INC | $27.8M | 580,000 | 0.21% | 3q | HELD |
| STIFEL FINANCIAL CORP | $17.9M | 374,020 | 0.01% | 4q | +104.8%+$9.2M |
| Christian Investment Advisors, Inc. | $16.2M | 338,432 | 9.57% | 7q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $14.5M | 302,545 | 0.69% | 18q | +4.5%+$625.6K |
| Bare Financial Services, Inc | $13.0M | 271,703 | 2.99% | 11q | +3.5%+$441.0K |
| AMERIPRISE FINANCIAL INC | $9.6M | 200,039 | 0.00% | 4q | -44.5%-$7.7M |
| Faithward Advisors, LLC | $8.8M | 183,599 | 1.08% | 16q | HELD |
| Plan A Wealth LLC | $8.8M | 182,718 | 3.73% | 7q | +3.5%+$297.9K |
| Kestra Advisory Services, LLC | $8.0M | 166,301 | 0.03% | 18q | +3.7%+$286.9K |
| OneAscent Financial Services LLC | $7.7M | 160,784 | 0.37% | 7q | +6.5%+$470.5K |
| O'Connor Financial Group LLC | $7.4M | 153,956 | 2.61% | 14q | +0.6%+$45.3K |
| ASSETMARK, INC | $5.9M | 122,525 | 0.01% | 4q | +1.8%+$101.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 120,039 | 0.01% | 7q | +18.4%+$884.5K |
| EverSource Wealth Advisors, LLC | $5.0M | 104,830 | 0.17% | 19q | +11.7%+$527.8K |
| Sound Financial Strategies Group, LLC | $3.6M | 74,136 | 2.26% | 9q | +1.7%+$59.6K |
| Turning Point Benefit Group, Inc. | $3.5M | 72,706 | 1.50% | 7q | -48.7%-$3.3M |
| GOLDMAN SACHS GROUP INC | $2.8M | 59,080 | 0.00% | 2q | -32.0%-$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $2.8M | 58,745 | 0.00% | 8q | +47.5%+$906.4K |
| FAMILY WEALTH PARTNERS, LLC | $2.7M | 56,018 | 0.82% | 4q | +13.1%+$312.3K |
| Focus Partners Advisor Solutions, LLC | $2.7M | 55,914 | 0.02% | 4q | +13.2%+$311.9K |
| BENJAMIN EDWARDS INC | $2.6M | 54,341 | 0.02% | 3q | +34.9%+$674.8K |
| Investment Research Partners LLC | $2.5M | 51,415 | 0.83% | 4q | +2.1%+$51.6K |
| IFP Advisors, Inc | $2.5M | 51,150 | 0.04% | 9q | +2.0%+$47.2K |
| Valmark Advisers, Inc. | $2.3M | 47,517 | 0.02% | 10q | +11.5%+$235.8K |
| Cetera Investment Advisers | $1.9M | 40,640 | 0.00% | 11q | -3.6%-$72.6K |
| RFG Advisory, LLC | $1.7M | 34,583 | 0.03% | 6q | +16.1%+$230.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.6M | 33,435 | 0.01% | 7q | +17.7%+$240.8K |
| First Heartland Consultants, Inc. | $1.4M | 29,710 | 0.09% | 18q | +5.6%+$75.3K |
| Sound Stewardship, LLC | $1.3M | 27,749 | 0.55% | 12q | -3.3%-$46.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 27,248 | 0.00% | 18q | +72.9%+$551.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 26,580 | 0.00% | 19q | +0.7%+$9.4K |
| WorthPointe, LLC | $1.2M | 25,701 | 0.31% | 3q | -13.5%-$192.5K |
| J.W. COLE ADVISORS, INC. | $1.1M | 22,862 | 0.02% | new | NEW |
| Allworth Financial LP | $1.1M | 22,439 | 0.00% | 7q | +4.7%+$48.0K |
| Merit Financial Group, LLC | $1.0M | 21,780 | 0.00% | 3q | +145.3%+$619.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $994.5K | 20,726 | 0.00% | 6q | -34.7%-$527.6K |
| SageOak Financial, LLC | $935.7K | 19,502 | 0.61% | 7q | -3.1%-$29.5K |
| Chevy Chase Trust Holdings, LLC | $930.7K | 19,398 | 0.00% | 2q | -3.8%-$37.0K |
| TrueWealth Advisors, LLC | $918.7K | 19,147 | 0.21% | 6q | +12.4%+$101.3K |
| OSAIC HOLDINGS, INC. | $867.3K | 18,064 | 0.00% | 21q | +17.9%+$131.9K |
| Sowell Financial Services LLC | $861.9K | 17,963 | 0.03% | 5q | +5.0%+$40.9K |
| RAYMOND JAMES FINANCIAL INC | $842.9K | 17,566 | 0.00% | 7q | +3.6%+$29.4K |
| Discipline Wealth Solutions, LLC | $811.2K | 16,906 | 0.07% | 2q | +3.1%+$24.2K |
| Geneos Wealth Management Inc. | $764.9K | 15,943 | 0.02% | 16q | +16.7%+$109.2K |
| Farther Finance Advisors, LLC | $752.7K | 15,688 | 0.01% | 4q | +13.9%+$91.8K |
| Frontier Asset Management, LLC | $728.7K | 15,187 | 0.13% | 19q | -59.9%-$1.1M |
| VICUS CAPITAL | $669.0K | 13,942 | 0.04% | 13q | +10.4%+$63.2K |
| Values First Advisors, Inc. | $591.7K | 11,361 | 0.14% | 7q | +163.9%+$367.5K |
| World Investment Advisors | $541.6K | 11,287 | 0.01% | 2q | -4.3%-$24.4K |
| UBS Group AG | $519.9K | 10,836 | 0.00% | 25q | -18.5%-$118.0K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $456.0K | 9,504 | 0.06% | 6q | +7.5%+$31.7K |
| Pioneer Wealth Management Group | $446.5K | 9,306 | 0.11% | 5q | +16.5%+$63.3K |
| JANE STREET GROUP, LLC | $443.4K | 9,240 | 0.00% | new | NEW |
| Strategic Equity Management | $387.7K | 8,081 | 0.13% | 6q | -5.7%-$23.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $368.1K | 7,672 | 0.00% | 4q | +44.1%+$112.7K |
| MONEYWISE, INC. | $351.4K | 7,323 | 0.13% | 6q | -3.7%-$13.5K |
| Advisory Services Network, LLC | $349.5K | 7,284 | 0.00% | 11q | -4.4%-$16.0K |
| Strategic Blueprint, LLC | $308.9K | 6,438 | 0.02% | 22q | -43.7%-$239.8K |
| OneAscent Wealth Management LLC | $299.0K | 6,232 | 0.09% | 8q | -55.5%-$373.0K |
| Kovack Advisors, Inc. | $295.1K | 6,159 | 0.01% | 2q | +15.5%+$39.5K |
| BFI Wealth Solutions, LLC | $264.2K | 5,507 | 0.20% | 3q | +6.8%+$16.8K |
| Demars Financial Group, LLC | $257.6K | 5,369 | 0.07% | new | NEW |
| Abundance Wealth Counselors | $249.2K | 5,194 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $241.1K | 5,025 | 0.00% | 8q | -76.5%-$785.7K |
| Whitaker-Myers Wealth Managers, LTD. | $238.6K | 4,973 | 0.04% | 15q | -5.2%-$13.1K |
| Symphony Financial, Ltd. Co. | $225.4K | 4,728 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $186.4K | 3,885 | 0.00% | new | NEW |
| IFG Advisory, LLC | $123.8K | 2,581 | 0.00% | new | NEW |
| BankPlus Trust Department | $106.5K | 2,220 | 0.02% | 2q | +132.0%+$60.6K |
| Rossby Financial, LCC | $98.1K | 2,044 | 0.02% | 6q | -0.8% |
| Midwest Capital Advisors, LLC | $90.6K | 1,889 | 0.04% | 7q | HELD |
| Blue Trust, Inc. | $75.9K | 1,582 | 0.00% | 10q | HELD |
| Aptus Capital Advisors, LLC | $67.7K | 1,410 | 0.00% | new | NEW |
| Nemes Rush Group LLC | $59.5K | 1,240 | 0.00% | 13q | HELD |
| N.E.W. Advisory Services LLC | $58.0K | 1,209 | 0.00% | 6q | +0.8% |
| AdvisorNet Financial, Inc | $36.6K | 763 | 0.00% | 8q | -1.8% |
| Rockefeller Capital Management L.P. | $27.6K | 576 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $24.0K | 500 | 0.00% | new | NEW |
| Arax Advisory Partners | $22.2K | 463 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $20.9K | 435 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $15.4K | 320 | 0.00% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $13.4K | 279 | 0.00% | 3q | +144.7%+$7.9K |
| JPMORGAN CHASE & CO | $13.2K | 277 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $12.4K | 259 | 0.00% | 13q | -66.1%-$24.3K |
| FIFTH THIRD BANCORP | $5.0K | 104 | 0.00% | 2q | HELD |
| VANGUARD ADVISERS INC | $3.8K | 79 | 0.00% | new | NEW |
| Main Street Group, LTD | $2.1K | 44 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 30,378 | 0.00% | 14q | +91.5% |
| Betterment LLC | $611 | 12,726 | 0.00% | 4q | +5.5% |
| NATIXIS ADVISORS, LLC | $502 | 10,473 | 0.00% | new | NEW |
| FMR LLC | $286 | 6 | 0.00% | 7q | -33.3% |
| MORGAN STANLEY | $192 | 4 | 0.00% | 5q | HELD |
| CX Institutional | $59 | 1,239 | 0.00% | 4q | HELD |
| First PREMIER Bank | $8 | 175 | 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 | 90 | $262.3M | 5,468,062 | 13 | 43 | 23 | 0.0% |
| Q1 2026 | 86 | $237.4M | 5,603,344 | 11 | 38 | 28 | 0.0% |
| Q4 2025 | 81 | $204.5M | 4,920,719 | 7 | 40 | 23 | 0.0% |
| Q3 2025 | 79 | $153.8M | 3,706,144 | 10 | 36 | 17 | 0.0% |
| Q2 2025 | 69 | $113.3M | 2,923,616 | 5 | 39 | 18 | 0.0% |
| Q1 2025 | 67 | $91.0M | 2,443,522 | 12 | 34 | 12 | 0.0% |
| Q4 2024 | 67 | $87.2M | 2,233,714 | 11 | 22 | 13 | 0.0% |
| Q3 2024 | 52 | $56.0M | 1,438,781 | 8 | 19 | 11 | 0.0% |
| Q2 2024 | 46 | $49.9M | 1,381,072 | 10 | 17 | 12 | 0.0% |
| Q1 2024 | 40 | $45.8M | 1,255,732 | 11 | 19 | 7 | 0.0% |
| Q4 2023 | 38 | $32.7M | 932,080 | 4 | 18 | 7 | 0.0% |
| Q3 2023 | 40 | $32.5M | 1,052,355 | 9 | 16 | 7 | 0.0% |
| Q2 2023 | 33 | $26.3M | 815,048 | 9 | 9 | 9 | 0.0% |
| Q1 2023 | 27 | $24.3M | 790,852 | 5 | 14 | 4 | 0.0% |
| Q4 2022 | 23 | $19.5M | 641,156 | 2 | 10 | 4 | 0.0% |
| Q3 2022 | 28 | $17.3M | 624,710 | 8 | 12 | 6 | 0.0% |
| Q2 2022 | 22 | $8.6M | 298,424 | 6 | 7 | 4 | 0.0% |
| Q1 2022 | 19 | $12.7M | 385,090 | 7 | 7 | 1 | 0.0% |
| Q4 2021 | 16 | $9.1M | 256,236 | 2 | 4 | 4 | 0.0% |
| Q3 2021 | 12 | $4.0M | 120,051 | 1 | 5 | 2 | 0.0% |
| Q2 2021 | 13 | $4.8M | 143,619 | 3 | 6 | 2 | 0.0% |
| Q1 2021 | 11 | $4.5M | 136,945 | 6 | 2 | 3 | 0.0% |
| Q4 2020 | 6 | $2.0M | 72,219 | 2 | 3 | 0 | 0.0% |
| Q3 2020 | 4 | $113.1K | 5,322 | 2 | 1 | 0 | 0.0% |
| Q2 2020 | 4 | $1.0M | 48,621 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $2.6M | 101,616 | 2 | 0 | 0 | 0.0% |