TPSCTIMOTHY PLAN
CUSIP 887432342 · Yahoo Finance ↗ · Google Finance ↗
Timothy Plan (TPSC) has 90 institutional holders in Filings Flow’s 13F database, together reporting 5.45M shares worth $230M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Westwood Holdings Group Inc, and Christian Investment Advisors, Inc..
Institutional Holders
90
Q1 2026
Reported Value
$230M
Ticker
TPSC
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Christian Investment Advisors, Inc.$158M AUM | 9.38% | $15M | 339.5K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 3.59% | $7M | 176.5K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 3.11% | $5M | 141.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 2.95% | $11M | 262.5K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 2.66% | $6M | 153.0K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 2.11% | $3M | 72.9K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 1.12% | $8M | 184.3K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.87% | $2M | 50.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.75% | $12M | 289.5K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.72% | $2M | 49.5K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 0.60% | $853,847 | 20.1K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.56% | $1M | 28.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.37% | $2M | 53.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.35% | $6M | 151.0K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.34% | $1M | 29.7K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.34% | $2M | 37.9K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.21% | $221,854 | 5.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.21% | $918,715 | 19.1K | Q2 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.20% | $280,336 | 6.6K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.20% | $594,481 | 14.0K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.18% | $25M | 580.0K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 0.14% | $322,746 | 7.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.14% | $6M | 138.8K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 0.14% | $363,542 | 8.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.12% | $4M | 93.8K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.11% | $446,541 | 9.3K | Q2 2026 |
| Values First Advisors, Inc.$192M AUM | 0.10% | $182,739 | 4.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.09% | $1M | 29.7K | Q2 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.07% | $696,145 | 16.4K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.05% | $375,386 | 8.8K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.05% | $371,587 | 9.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 50.2K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.04% | $238,614 | 5.0K | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 0.04% | $535,862 | 12.6K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.04% | $52,458 | 1.2K | Q4 2025OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.04% | $79,923 | 1.9K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $293,165 | 7.1K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $479 | 11.5K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $485,379 | 11.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $726,282 | 17.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 160.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 29.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $895,096 | 21.6K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 42.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 49.4K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.02% | $169,107 | 4.1K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $88,087 | 2.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 40.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $580,164 | 13.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $227,975 | 5.3K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.01% | $40,620 | 957 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 120.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $39M | 915.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 101.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $500,684 | 11.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 28.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 182.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $588,746 | 13.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 45.1K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $52,632 | 1.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $323,344 | 7.6K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $50,904 | 1.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $909,958 | 21.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $376,828 | 8.9K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $856,217 | 20.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 42.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 180.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $32,980 | 777 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $390,542 | 9.4K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $926,920 | 21.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $62,355 | 1.5K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $650,159 | 15.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $668,960 | 15.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $23,736 | 571 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 39.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,839 | 114 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $67,135 | 1.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.00% | $21,690 | 511 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $15,704 | 370 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $32,369 | 765 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,354 | 320 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 86.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $5,093 | 120 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 26.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $719,631 | 17.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $18,464 | 435 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 28.8K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 31.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $908,287 | 21.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $225,979 | 5.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $564,348 | 13.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,689 | 89 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $4,021 | 97 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,414 | 104 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $15,000 | 387 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,521 | 277 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10 | 0 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1,247 | 30 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $381 | 9 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $372 | 9 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.