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

TIMOTHY PLAN

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

CUSIP 887432359·102 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$143M
60.0% inst. owned
of float
Holders
102
-120 QoQ
filers reporting
Activity
+87 / −54
+976 added · −790 reduced
this quarter
Concentration
20.06%
WESTWOOD HOLDINGS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

102 institutions reported TPLC in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 20.1% of the visible book. -120 net institutions QoQ — distribution reading.

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
BENJAMIN EDWARDS INC
CIK 0001451623
$4M87K0.04%Q1 202609
LVZ, Inc.
CIK 0001574408
$4M86K0.46%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M83K0.00%Q1 202611
Sound Financial Strategies Group, LLC
CIK 0001800620
$4M77K2.44%Q1 202612
Sowell Financial Services LLC
CIK 0001633697
$3M73K0.13%Q1 202613
First Heartland Consultants, Inc.
CIK 0001428793
$3M71K0.25%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$3M63K0.00%Q1 202615
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M55K0.02%Q1 202616
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M51K0.07%Q1 202617
Cornerstone Financial Management LLC
CIK 0002110329
$2M46K1.97%Q1 202618
Turning Point Benefit Group, Inc.
CIK 0002008513
$2M46K1.10%Q4 202519
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M37K0.00%Q1 202620
O'Connor Financial Group LLC
CIK 0001973783
$2M37K0.70%Q1 2026
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