DaveManuel.com · Institutional Ownership · Who Owns It
TIMOTHY PLAN (TPIF)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
81
Reporting holders
$131.5M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | $18.0M | 481,131 | 0.85% | 18q | -38.2%-$11.1M |
| O'Connor Financial Group LLC | $12.2M | 328,274 | 4.33% | 14q | -1.4%-$169.3K |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 248,134 | 0.00% | 9q | +115.5%+$4.9M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | 207,610 | 0.01% | 14q | +111.4%+$4.1M |
| Sound Financial Strategies Group, LLC | $6.7M | 179,280 | 4.25% | 9q | +1.1%+$74.7K |
| BENJAMIN EDWARDS INC | $6.7M | 179,085 | 0.06% | 3q | +37.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $5.3M | 142,620 | 0.00% | 2q | +20.1%+$892.1K |
| LPL Financial LLC | $4.9M | 131,735 | 0.00% | 15q | +5.1%+$237.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.9M | 131,982 | 0.03% | 7q | +17.8%+$740.8K |
| LVZ, Inc. | $4.8M | 129,799 | 0.49% | 21q | HELD |
| Kestra Advisory Services, LLC | $3.9M | 104,297 | 0.01% | 5q | +1.9%+$72.4K |
| Turning Point Benefit Group, Inc. | $3.9M | 103,650 | 1.66% | 7q | +132.9%+$2.2M |
| FAMILY WEALTH PARTNERS, LLC | $3.0M | 80,497 | 0.92% | 4q | +14.0%+$368.7K |
| Focus Partners Advisor Solutions, LLC | $3.0M | 80,360 | 0.03% | 4q | +13.4%+$353.9K |
| FLOW TRADERS U.S. LLC | $2.6M | 70,517 | 0.11% | new | NEW |
| Sound Stewardship, LLC | $2.1M | 55,410 | 0.85% | 12q | -2.2%-$47.5K |
| SUMMIT WEALTH GROUP LLC / CO | $2.1M | 55,184 | 0.17% | 2q | +889.3%+$1.9M |
| EverSource Wealth Advisors, LLC | $2.0M | 53,556 | 0.07% | 19q | -2.1%-$43.4K |
| Cetera Investment Advisers | $1.8M | 47,297 | 0.00% | 10q | +5.7%+$95.4K |
| Geneos Wealth Management Inc. | $1.5M | 41,380 | 0.03% | 16q | +1.4%+$21.6K |
| Foundations Investment Advisors, LLC | $1.5M | 41,309 | 0.02% | 7q | +34.3%+$393.4K |
| J.W. COLE ADVISORS, INC. | $1.4M | 36,586 | 0.02% | new | NEW |
| WorthPointe, LLC | $1.3M | 33,745 | 0.32% | 3q | -18.8%-$290.9K |
| First Heartland Consultants, Inc. | $1.1M | 29,496 | 0.07% | 3q | +42.6%+$328.5K |
| UBS Group AG | $1.1M | 28,348 | 0.00% | 13q | -2.3%-$24.6K |
| RAYMOND JAMES FINANCIAL INC | $904.4K | 24,240 | 0.00% | 6q | +72.2%+$379.2K |
| Christian Investment Advisors, Inc. | $848.7K | 22,747 | 0.50% | 7q | HELD |
| JPMORGAN CHASE & CO | $814.9K | 21,915 | 0.00% | 9q | +5.0%+$38.9K |
| Ridgeline Wealth, LLC | $788.6K | 21,136 | 0.46% | 7q | +4.6%+$34.9K |
| IFP Advisors, Inc | $771.0K | 20,666 | 0.01% | 9q | HELD |
| JANE STREET GROUP, LLC | $762.2K | 20,430 | 0.00% | 3q | -66.9%-$1.5M |
| Strategic Blueprint, LLC | $689.8K | 18,489 | 0.03% | 18q | +0.7%+$4.6K |
| Farther Finance Advisors, LLC | $660.2K | 17,696 | 0.01% | 3q | +11.0%+$65.4K |
| Betterment LLC | $648.0K | 17,359 | 0.00% | 4q | +5.1%+$31.4K |
| NATIXIS ADVISORS, LLC | $625.0K | 16,761 | 0.00% | new | NEW |
| WIN ADVISORS, INC | $597.7K | 16,021 | 0.21% | 2q | -1.4%-$8.2K |
| OSAIC HOLDINGS, INC. | $580.1K | 15,549 | 0.00% | 19q | +25.2%+$116.9K |
| HARBOUR INVESTMENTS, INC. | $519.6K | 13,925 | 0.01% | 8q | -39.6%-$340.9K |
| Inspire Advisors, LLC | $469.9K | 12,595 | 0.03% | 2q | -28.5%-$186.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $453.1K | 12,145 | 0.00% | 15q | +13.9%+$55.3K |
| Strategic Equity Management | $450.0K | 12,060 | 0.15% | 6q | -3.1%-$14.6K |
| McAdam, LLC | $446.4K | 11,965 | 0.02% | new | NEW |
| OneAscent Financial Services LLC | $445.7K | 11,947 | 0.02% | 5q | +43.5%+$135.2K |
| Faithward Advisors, LLC | $426.9K | 11,443 | 0.05% | 22q | -8.5%-$39.8K |
| MONEYWISE, INC. | $415.2K | 11,130 | 0.15% | 6q | -0.9%-$3.9K |
| ENVESTNET ASSET MANAGEMENT INC | $397.4K | 10,652 | 0.00% | 10q | +26.5%+$83.4K |
| Atria Investments, Inc | $391.1K | 10,482 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $384.4K | 10,303 | 0.00% | 7q | +30.5%+$89.8K |
| FIRETHORN WEALTH PARTNERS, LLC | $380.1K | 10,189 | 0.12% | 8q | HELD |
| 3EDGE Asset Management, LP | $378.4K | 10,142 | 0.02% | new | NEW |
| Bedel Financial Consulting, Inc. | $377.2K | 10,110 | 0.04% | 7q | +13.7%+$45.3K |
| Demars Financial Group, LLC | $375.9K | 10,076 | 0.10% | new | NEW |
| Independent Advisor Alliance | $373.0K | 9,997 | 0.01% | 3q | +39.1%+$104.9K |
| Waverly Advisors, LLC | $316.4K | 8,480 | 0.00% | 3q | +16.2%+$44.2K |
| GWN SECURITIES INC. | $307.8K | 8,250 | 0.05% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $295.5K | 7,921 | 0.01% | 3q | +12.4%+$32.6K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $285.9K | 7,662 | 0.04% | 4q | +13.9%+$34.9K |
| Blue Trust, Inc. | $248.5K | 6,660 | 0.00% | 10q | +1.0%+$2.5K |
| Symphony Financial, Ltd. Co. | $241.8K | 6,502 | 0.03% | 2q | +1.4%+$3.4K |
| Values First Advisors, Inc. | $234.8K | 6,292 | 0.11% | 5q | +102.7%+$118.9K |
| BFI Wealth Solutions, LLC | $231.1K | 6,195 | 0.17% | 3q | HELD |
| NewEdge Advisors, LLC | $220.4K | 5,908 | 0.00% | 3q | +1.1%+$2.5K |
| SIGMA INVESTMENT COUNSELORS INC | $218.8K | 5,864 | 0.01% | 3q | +1.1%+$2.5K |
| FMR LLC | $195.9K | 5,250 | 0.00% | 10q | +15.7%+$26.5K |
| Aptus Capital Advisors, LLC | $126.5K | 3,391 | 0.00% | new | NEW |
| BFC Planning, Inc. | $107.6K | 2,883 | 0.00% | 7q | +1.4%+$1.5K |
| BankPlus Trust Department | $98.8K | 2,649 | 0.02% | 2q | +134.2%+$56.6K |
| Larson Financial Group LLC | $95.9K | 2,569 | 0.00% | 9q | +4.8%+$4.4K |
| ASSETMARK, INC | $81.2K | 2,177 | 0.00% | 6q | -19.4%-$19.6K |
| AdvisorNet Financial, Inc | $65.8K | 1,763 | 0.00% | 8q | +9.0%+$5.4K |
| Rockefeller Capital Management L.P. | $50.9K | 1,363 | 0.00% | 4q | +127.9%+$28.5K |
| IFG Advisory, LLC | $28.2K | 756 | 0.00% | new | NEW |
| PEOPLES FINANCIAL SERVICES CORP. | $23.0K | 617 | 0.01% | 2q | +95.9%+$11.3K |
| CoreCap Advisors, LLC | $22.0K | 590 | 0.00% | 2q | HELD |
| Go Invest LLC | $19.0K | 510 | 0.00% | 3q | +14.3%+$2.4K |
| First PREMIER Bank | $11.0K | 285 | 0.00% | 4q | HELD |
| StrongBox Wealth, LLC | $7.3K | 195 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $3.5K | 93 | 0.00% | 11q | HELD |
| Ameritas Investment Partners, Inc. | $1.9K | 52 | 0.00% | 26q | -22.4% |
| Arax Advisory Partners | $1.5K | 41 | 0.00% | new | NEW |
| MORGAN STANLEY | $65 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $42.2M | 1,137,723 | 2 | 17 | 2 | 0.0% |
| Q2 2026 | 81 | $131.5M | 3,528,371 | 11 | 45 | 15 | 0.0% |
| Q1 2026 | 79 | $128.3M | 3,560,266 | 13 | 30 | 23 | 0.0% |
| Q4 2025 | 72 | $121.0M | 3,472,890 | 12 | 36 | 10 | 0.0% |
| Q3 2025 | 67 | $85.6M | 2,574,703 | 12 | 29 | 14 | 0.0% |
| Q2 2025 | 59 | $81.8M | 2,532,988 | 10 | 21 | 22 | 0.0% |
| Q1 2025 | 51 | $57.2M | 1,998,805 | 4 | 24 | 14 | 0.0% |
| Q4 2024 | 55 | $59.1M | 2,222,175 | 8 | 18 | 11 | 0.0% |
| Q3 2024 | 44 | $63.3M | 1,943,543 | 6 | 18 | 11 | 0.0% |
| Q2 2024 | 42 | $43.5M | 1,638,245 | 12 | 12 | 9 | 0.0% |
| Q1 2024 | 39 | $45.5M | 1,671,001 | 9 | 14 | 10 | 0.0% |
| Q4 2023 | 40 | $44.4M | 1,682,028 | 7 | 21 | 7 | 0.0% |
| Q3 2023 | 36 | $37.3M | 1,556,720 | 4 | 13 | 10 | 0.0% |
| Q2 2023 | 38 | $47.8M | 1,928,852 | 7 | 15 | 7 | 0.0% |
| Q1 2023 | 34 | $36.0M | 1,440,334 | 8 | 9 | 6 | 0.0% |
| Q4 2022 | 31 | $25.4M | 1,093,641 | 12 | 6 | 5 | 0.0% |
| Q3 2022 | 24 | $25.6M | 1,262,863 | 7 | 7 | 6 | 0.0% |
| Q2 2022 | 22 | $32.9M | 1,440,943 | 3 | 11 | 5 | 0.0% |
| Q1 2022 | 27 | $122.2M | 4,541,237 | 14 | 5 | 4 | 0.0% |
| Q4 2021 | 19 | $424.6M | 14,587,798 | 3 | 5 | 5 | 0.0% |
| Q3 2021 | 17 | $96.9M | 3,413,363 | 3 | 6 | 5 | 0.0% |
| Q2 2021 | 20 | $44.1M | 1,517,204 | 7 | 8 | 5 | 0.0% |
| Q1 2021 | 14 | $35.7M | 1,284,332 | 4 | 6 | 2 | 0.0% |
| Q4 2020 | 11 | $15.6M | 577,950 | 3 | 4 | 1 | 0.0% |
| Q3 2020 | 9 | $9.7M | 405,937 | 4 | 2 | 1 | 0.0% |
| Q2 2020 | 6 | $5.4M | 239,718 | 3 | 1 | 0 | 0.0% |
| Q1 2020 | 5 | $3.6M | 180,494 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $490.0K | 19,079 | 1 | 0 | 0 | 0.0% |