13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
TPIF

TIMOTHY PLAN

79 institutions still hold TIMOTHY PLAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432334·79 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$105M
65.0% inst. owned
of float
Holders
79
+99 QoQ
filers reporting
Activity
+84 / −6
+847 added · −698 reduced
this quarter
Concentration
26.67%
CREATIVE FINANCIAL DESIGNS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported TPIF in Q1 2026. CREATIVE FINANCIAL DESIGNS INC /ADV leads at 26.7% of the visible book. +99 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$28M779K1.71%Q1 202602
O'Connor Financial Group LLC
CIK 0001973783
$12M333K4.91%Q1 202603
CWM, LLC
CIK 0001535847
$7M203K0.02%Q1 202604
Sound Financial Strategies Group, LLC
CIK 0001800620
$6M177K4.36%Q1 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$5M130K0.05%Q1 202606
LVZ, Inc.
CIK 0001574408
$5M130K0.53%Q1 202607
LPL Financial LLC
CIK 0001403438
$5M125K0.00%Q1 202608
XY Planning Network, Inc.
CIK 0001873438
$4M118K0.69%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M119K0.00%Q1 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$4M112K0.02%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M115K0.00%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$4M102K0.01%Q1 202613
Turning Point Benefit Group, Inc.
CIK 0002008513
$3M80K1.46%Q4 202514
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$3M71K0.03%Q1 202615
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$3M71K0.87%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M62K0.00%Q1 202617
Sound Stewardship, LLC
CIK 0001998101
$2M57K0.94%Q1 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M55K0.06%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M45K0.00%Q1 202620
WorthPointe, LLC
CIK 0001921448
$1M42K0.41%Q1 2026
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