TIMOTHY PLAN
CUSIP 887432276
Timothy Plan has 14 institutional holders in Filings Flow’s 13F database, together reporting 676.3K shares worth $408M as of Q4 2022. The largest reported holders are Lpl Financial LLC, Turning Point Benefit Group, Inc., and Citadel Advisors LLC.
Institutional Holders
14
Q4 2022
Reported Value
$408M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Turning Point Benefit Group, Inc.$157M AUM | 0.32% | $527,981 | 20.3K | Q3 2025 |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $265,518 | 10.2K | Q3 2025 |
| WINNOW WEALTH LLC$130M AUM | 0.10% | $133,326 | 4.9K | Q3 2025 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $407,653 | 15.6K | Q3 2025 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $210,601 | 8.4K | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $414,775 | 15.9K | Q3 2025 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.01% | $10,602 | 406 | Q3 2025 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $84,313 | 3.3K | Q1 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90,486 | 3.5K | Q3 2025 |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $5,823 | 223 | Q3 2025 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 73.8K | Q3 2025 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $26,175 | 1.1K | Q4 2024OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,899 | 111 | Q3 2025 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $118,386 | 4.5K | Q3 2025 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,423 | 136 | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $6,012 | 230 | Q3 2025 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $419,559 | 16.1K | Q3 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $336,312 | 13.4K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $40,872 | 1.6K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $72,150 | 2.8K | Q3 2025 |
| CWM, LLC$38.1B AUM | 0.00% | $1 | 57 | Q1 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $27 | 1 | Q3 2025 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.