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

TIMOTHY PLAN

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

CUSIP 887432359·106 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$138M
visible holders
Holders
106
filers reporting
Concentration
19.80%
Christian Investment Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

106 institutions reported TPLC in Q2 2026. Christian Investment Advisors, Inc. leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Christian Investment Advisors, Inc.
CIK 0002055071
$27M541K16.05%Q2 202602
LPL Financial LLC
CIK 0001403438
$18M359K0.00%Q2 202603
Bare Financial Services, Inc
CIK 0002009426
$11M215K2.49%Q2 202604
Geneos Wealth Management Inc.
CIK 0001764754
$10M194K0.20%Q2 202605
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$10M191K0.46%Q2 202606
Faithward Advisors, LLC
CIK 0001695078
$9M184K1.13%Q2 202607
BENJAMIN EDWARDS INC
CIK 0001451623
$6M118K0.05%Q2 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
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M85K0.00%Q2 202612
J.W. COLE ADVISORS, INC.
CIK 0001404763
$4M84K0.07%Q2 202613
Sound Financial Strategies Group, LLC
CIK 0001800620
$4M78K2.51%Q2 202614
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M77K1.66%Q2 202615
First Heartland Consultants, Inc.
CIK 0001428793
$4M75K0.24%Q2 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M64K0.02%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$3M61K0.00%Q2 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M45K0.08%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$2M44K0.00%Q2 202620
Cornerstone Financial Management LLC
CIK 0002110329
$2M41K1.67%Q2 2026
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