13F Insight
DOSSIER · 13F Holders · Q1 2026
TPLC

TIMOTHY PLAN

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

CUSIP 887432359·104 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$152M
visible holders
Holders
104
filers reporting
Concentration
18.81%
WESTWOOD HOLDINGS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

104 institutions reported TPLC in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$29M616K0.21%Q1 202602
Christian Investment Advisors, Inc.
CIK 0002055071
$25M531K15.80%Q1 202603
LPL Financial LLC
CIK 0001403438
$16M348K0.00%Q1 202604
Bare Financial Services, Inc
CIK 0002009426
$10M211K2.59%Q1 202605
Geneos Wealth Management Inc.
CIK 0001764754
$9M191K0.21%Q1 202606
Faithward Advisors, LLC
CIK 0001695078
$9M185K1.23%Q1 202607
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$8M168K0.47%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M111K0.01%Q1 202609
LVZ, Inc.
CIK 0001574408
$4M86K0.44%Q2 202610
Sowell Financial Services LLC
CIK 0001633697
$4M85K0.14%Q2 202611
J.W. COLE ADVISORS, INC.
CIK 0001404763
$4M84K0.07%Q2 202612
BENJAMIN EDWARDS INC
CIK 0001451623
$4M87K0.04%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M83K0.00%Q1 202614
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M77K1.66%Q2 202615
First Heartland Consultants, Inc.
CIK 0001428793
$4M75K0.24%Q2 202616
Sound Financial Strategies Group, LLC
CIK 0001800620
$4M77K2.44%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$3M63K0.00%Q1 202618
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M55K0.02%Q1 202619
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M51K0.07%Q1 202620
Cornerstone Financial Management LLC
CIK 0002110329
$2M46K1.97%Q1 2026
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