13F Insight
DOSSIER · 13F Holders · Q2 2026
TPIF

TIMOTHY PLAN

82 institutions still hold TIMOTHY PLAN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432334·82 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$110M
visible holders
Holders
82
filers reporting
Concentration
16.27%
CREATIVE FINANCIAL DESIGNS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

82 institutions reported TPIF in Q2 2026. CREATIVE FINANCIAL DESIGNS INC /ADV leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$18M481K0.85%Q2 202602
O'Connor Financial Group LLC
CIK 0001973783
$12M328K4.33%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M248K0.00%Q2 202604
CWM, LLC
CIK 0001535847
$7M203K0.02%Q1 202605
Sound Financial Strategies Group, LLC
CIK 0001800620
$7M179K4.25%Q2 202606
BENJAMIN EDWARDS INC
CIK 0001451623
$7M179K0.06%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M143K0.00%Q2 202608
LPL Financial LLC
CIK 0001403438
$5M132K0.00%Q2 202609
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M132K0.03%Q2 202610
LVZ, Inc.
CIK 0001574408
$5M131K0.50%Q3 202611
XY Planning Network, Inc.
CIK 0001873438
$4M117K0.47%Q3 202612
Kestra Advisory Services, LLC
CIK 0001830819
$4M104K0.01%Q2 202613
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M104K1.66%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M98K0.01%Q1 202615
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$3M82K0.92%Q3 202616
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$3M80K0.03%Q2 202617
Sound Stewardship, LLC
CIK 0001998101
$2M62K0.93%Q3 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M62K0.00%Q1 202619
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$2M55K0.17%Q2 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M54K0.07%Q2 2026
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