DaveManuel.com · Institutional Ownership · Who Owns It
TIMOTHY PLAN (TPLC)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
100
Reporting holders
$182.7M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| Christian Investment Advisors, Inc. | $27.2M | 540,938 | 16.05% | 7q | +2.0%+$525.1K |
| LPL Financial LLC | $18.1M | 359,035 | 0.00% | 24q | +3.0%+$534.9K |
| Cambridge Investment Research Advisors, Inc. | $10.9M | 217,208 | 0.01% | 25q | +95.6%+$5.3M |
| Bare Financial Services, Inc | $10.8M | 215,243 | 2.49% | 11q | +2.2%+$230.4K |
| Geneos Wealth Management Inc. | $9.8M | 194,043 | 0.20% | 16q | +1.4%+$138.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.6M | 191,486 | 0.46% | 27q | +14.1%+$1.2M |
| Faithward Advisors, LLC | $9.3M | 184,369 | 1.13% | 22q | HELD |
| BENJAMIN EDWARDS INC | $5.9M | 117,869 | 0.05% | 3q | +35.7%+$1.6M |
| LVZ, Inc. | $4.4M | 86,396 | 0.44% | 28q | HELD |
| Sowell Financial Services LLC | $4.3M | 85,383 | 0.14% | 4q | +16.6%+$611.8K |
| AMERIPRISE FINANCIAL INC | $4.3M | 84,779 | 0.00% | 27q | +2.3%+$94.8K |
| J.W. COLE ADVISORS, INC. | $4.2M | 84,319 | 0.07% | new | NEW |
| Sound Financial Strategies Group, LLC | $3.9M | 78,396 | 2.51% | 9q | +1.9%+$74.0K |
| Turning Point Benefit Group, Inc. | $3.9M | 76,674 | 1.66% | 7q | +249.1%+$2.8M |
| First Heartland Consultants, Inc. | $3.8M | 75,184 | 0.24% | 10q | +5.5%+$198.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 63,949 | 0.02% | 7q | +16.7%+$460.7K |
| Cetera Investment Advisers | $3.1M | 61,119 | 0.00% | 10q | -3.0%-$94.1K |
| EverSource Wealth Advisors, LLC | $2.3M | 45,193 | 0.08% | 19q | -10.5%-$267.7K |
| CITADEL ADVISORS LLC | $2.2M | 44,011 | 0.00% | 2q | +369.3%+$1.7M |
| Cornerstone Financial Management LLC | $2.1M | 41,296 | 1.67% | 3q | -10.6%-$246.6K |
| JONES FINANCIAL COMPANIES LLLP | $2.1M | 41,056 | 0.00% | 8q | +64.4%+$806.3K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 39,763 | 0.00% | 7q | +6.5%+$122.2K |
| O'Connor Financial Group LLC | $1.8M | 36,327 | 0.65% | 14q | -1.4%-$25.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 34,709 | 0.00% | 20q | +8.0%+$129.0K |
| VICUS CAPITAL | $1.6M | 30,839 | 0.10% | 14q | +9.9%+$140.0K |
| Allworth Financial LP | $1.3M | 26,038 | 0.01% | 7q | +2.4%+$30.3K |
| BOS Asset Management, LLC | $1.2M | 23,951 | 0.28% | 3q | +0.7%+$8.4K |
| Financial Advisory Corp | $1.2M | 23,230 | 0.16% | 7q | -5.9%-$72.7K |
| Foundations Investment Advisors, LLC | $1.1M | 22,084 | 0.01% | 6q | +36.1%+$295.0K |
| OneAscent Financial Services LLC | $1.0M | 20,306 | 0.05% | 5q | -9.4%-$105.7K |
| UBS Group AG | $1.0M | 20,083 | 0.00% | 17q | -1.7%-$17.6K |
| CoreCap Advisors, LLC | $926.4K | 18,400 | 0.03% | 8q | +6.9%+$59.7K |
| Tulsa Wealth Advisors, INC | $905.6K | 17,986 | 0.13% | 2q | +14.1%+$111.6K |
| Sound Stewardship, LLC | $878.4K | 17,446 | 0.36% | 12q | -8.1%-$77.8K |
| OSAIC HOLDINGS, INC. | $805.6K | 16,001 | 0.00% | 26q | +4.5%+$35.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $796.0K | 15,809 | 0.00% | 12q | +8.3%+$61.2K |
| Values First Advisors, Inc. | $785.0K | 15,590 | 0.36% | 8q | +15.9%+$107.6K |
| TWO SIGMA INVESTMENTS, LP | $770.4K | 15,300 | 0.00% | new | NEW |
| SIGMA INVESTMENT COUNSELORS INC | $766.6K | 15,225 | 0.04% | 9q | +0.5%+$4.0K |
| Kestra Advisory Services, LLC | $728.5K | 14,469 | 0.00% | 16q | -24.2%-$233.1K |
| Independent Advisor Alliance | $725.3K | 14,406 | 0.02% | 3q | +39.1%+$203.8K |
| LifeWealth Investments, LLC | $719.2K | 14,284 | 0.19% | 3q | +13.7%+$86.7K |
| 3EDGE Asset Management, LP | $706.1K | 14,023 | 0.03% | 7q | +107.9%+$366.4K |
| ENVESTNET ASSET MANAGEMENT INC | $687.8K | 13,660 | 0.00% | 16q | +10.0%+$62.4K |
| CARLSON FINANCIAL, INC. | $666.2K | 13,234 | 0.34% | 3q | -0.6%-$4.3K |
| WIN ADVISORS, INC | $624.0K | 12,393 | 0.22% | 12q | -1.5%-$9.8K |
| Black Diamond Financial, LLC | $595.9K | 11,835 | 0.05% | 3q | +7.8%+$43.0K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $588.4K | 11,686 | 0.07% | 6q | +21.7%+$104.7K |
| Frontier Asset Management, LLC | $580.4K | 11,527 | 0.10% | 18q | +3.6%+$20.3K |
| Demars Financial Group, LLC | $570.2K | 11,325 | 0.16% | new | NEW |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $560.9K | 11,141 | 0.11% | 6q | -0.6%-$3.6K |
| World Investment Advisors | $505.3K | 10,035 | 0.01% | 2q | -6.2%-$33.6K |
| ROYAL BANK OF CANADA | $453.0K | 8,992 | 0.00% | 25q | +96.9%+$222.9K |
| HARBOUR INVESTMENTS, INC. | $436.8K | 8,676 | 0.01% | 21q | +1.5%+$6.6K |
| Brookstone Capital Management | $421.8K | 8,378 | 0.00% | 9q | +10.4%+$39.8K |
| BCGM Wealth Management, LLC | $417.9K | 8,300 | 0.09% | 17q | HELD |
| Atria Investments, Inc | $417.5K | 8,292 | 0.00% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $399.4K | 7,932 | 0.00% | 10q | +3.8%+$14.8K |
| LaSalle St. Investment Advisors, LLC | $387.0K | 7,687 | 0.05% | 9q | +8.3%+$29.6K |
| SILVER OAK SECURITIES, INCORPORATED | $377.9K | 7,506 | 0.02% | 14q | -4.0%-$15.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $350.6K | 6,963 | 0.00% | 5q | HELD |
| Thrivent Financial for Lutherans | $350.0K | 6,951 | 0.00% | 2q | HELD |
| Private Advisor Group, LLC | $325.9K | 6,473 | 0.00% | new | NEW |
| Regal Investment Advisors LLC | $312.3K | 6,202 | 0.02% | 3q | -17.6%-$66.7K |
| Sigma Planning Corp | $307.6K | 6,109 | 0.01% | 9q | +7.1%+$20.5K |
| Ameritas Investment Partners, Inc. | $281.8K | 5,597 | 0.01% | 28q | -0.8%-$2.2K |
| Strategic Blueprint, LLC | $274.6K | 5,454 | 0.01% | 17q | HELD |
| Arkos Global Advisors | $243.0K | 4,818 | 0.03% | 3q | +1.8%+$4.2K |
| Forge Financial Services LLC | $219.6K | 4,362 | 0.02% | 3q | -2.2%-$4.8K |
| McAdam, LLC | $217.8K | 4,326 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $217.8K | 4,333 | 0.01% | 2q | HELD |
| Mascagni Wealth Management, Inc. | $202.0K | 4,012 | 0.13% | new | NEW |
| FMR LLC | $191.1K | 3,796 | 0.00% | 10q | +1097.5%+$175.2K |
| ASSETMARK, INC | $163.4K | 3,246 | 0.00% | 4q | -25.2%-$55.1K |
| IFP Advisors, Inc | $161.4K | 3,206 | 0.00% | 5q | +6.8%+$10.2K |
| PNC Financial Services Group, Inc. | $150.5K | 2,989 | 0.00% | 5q | -4.8%-$7.6K |
| Larson Financial Group LLC | $145.9K | 2,898 | 0.00% | 24q | +7.7%+$10.4K |
| Midwest Capital Advisors, LLC | $145.5K | 2,890 | 0.06% | 7q | HELD |
| AdvisorNet Financial, Inc | $141.2K | 2,805 | 0.01% | 8q | -1.4%-$2.0K |
| BFC Planning, Inc. | $128.2K | 2,545 | 0.01% | 7q | HELD |
| Aptus Capital Advisors, LLC | $124.3K | 2,469 | 0.00% | new | NEW |
| Arax Advisory Partners | $67.6K | 1,343 | 0.00% | 3q | +46.5%+$21.4K |
| Bank of New Hampshire | $63.4K | 1,260 | 0.01% | 13q | HELD |
| Nemes Rush Group LLC | $57.7K | 1,145 | 0.00% | 13q | HELD |
| SHP Wealth Management | $37.2K | 739 | 0.00% | 3q | -47.7%-$33.9K |
| IFG Advisory, LLC | $35.2K | 700 | 0.00% | 2q | +55.6%+$12.6K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $30.2K | 600 | 0.01% | 7q | HELD |
| PEOPLES FINANCIAL SERVICES CORP. | $26.7K | 530 | 0.01% | 2q | +98.5%+$13.2K |
| N.E.W. Advisory Services LLC | $22.3K | 442 | 0.00% | 6q | +1.8% |
| Smartleaf Asset Management LLC | $20.6K | 410 | 0.00% | 8q | HELD |
| NewEdge Advisors, LLC | $17.6K | 350 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $17.4K | 346 | 0.00% | 2q | -88.7%-$136.5K |
| Winch Advisory Services, LLC | $16.5K | 328 | 0.00% | 17q | HELD |
| First PREMIER Bank | $13.0K | 250 | 0.00% | 4q | HELD |
| Blue Trust, Inc. | $5.9K | 117 | 0.00% | 10q | HELD |
| Harborfront Financial Group LLC | $3.1K | 62 | 0.01% | new | NEW |
| True Wealth Design, LLC | $2.0K | 40 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $352 | 7 | 0.00% | 22q | -12.5% |
| Keating Financial Advisory Services, Inc. | $151 | 3 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $6 | none filed | 0.00% | 15q | -100.0% |
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 | 33 | $27.7M | 572,296 | 3 | 12 | 8 | 0.0% |
| Q2 2026 | 100 | $182.7M | 3,627,930 | 8 | 48 | 24 | 0.0% |
| Q1 2026 | 100 | $178.0M | 3,823,474 | 9 | 44 | 20 | 0.0% |
| Q4 2025 | 105 | $172.8M | 3,798,835 | 16 | 44 | 21 | 0.0% |
| Q3 2025 | 91 | $137.3M | 2,965,491 | 7 | 26 | 29 | 0.0% |
| Q2 2025 | 92 | $143.6M | 3,198,265 | 7 | 33 | 32 | 0.0% |
| Q1 2025 | 92 | $164.5M | 3,856,348 | 8 | 39 | 25 | 0.0% |
| Q4 2024 | 99 | $171.3M | 3,997,234 | 8 | 32 | 26 | 0.0% |
| Q3 2024 | 90 | $141.3M | 3,236,761 | 10 | 34 | 24 | 0.0% |
| Q2 2024 | 81 | $119.7M | 2,937,844 | 12 | 26 | 20 | 0.0% |
| Q1 2024 | 77 | $127.0M | 3,026,692 | 11 | 31 | 18 | 0.0% |
| Q4 2023 | 72 | $116.7M | 3,051,881 | 10 | 23 | 21 | 0.0% |
| Q3 2023 | 65 | $87.6M | 2,540,573 | 7 | 31 | 7 | 0.0% |
| Q2 2023 | 64 | $98.9M | 2,780,329 | 7 | 25 | 14 | 0.0% |
| Q1 2023 | 60 | $82.5M | 2,405,086 | 10 | 17 | 16 | 0.0% |
| Q4 2022 | 51 | $667.3M | 19,920,017 | 8 | 19 | 11 | 0.0% |
| Q3 2022 | 50 | $676.3M | 22,429,246 | 9 | 21 | 7 | 0.0% |
| Q2 2022 | 45 | $1.2B | 38,799,100 | 9 | 17 | 7 | 0.0% |
| Q1 2022 | 38 | $1.2B | 33,763,694 | 7 | 16 | 9 | 0.0% |
| Q4 2021 | 39 | $866.5M | 22,372,679 | 6 | 14 | 7 | 0.0% |
| Q3 2021 | 29 | $108.6M | 3,117,915 | 4 | 14 | 5 | 0.0% |
| Q2 2021 | 32 | $56.0M | 1,605,747 | 7 | 12 | 6 | 0.0% |
| Q1 2021 | 29 | $51.0M | 1,549,304 | 5 | 13 | 6 | 0.0% |
| Q4 2020 | 28 | $32.8M | 1,064,069 | 4 | 10 | 7 | 0.0% |
| Q3 2020 | 23 | $47.1M | 1,759,024 | 7 | 7 | 3 | 0.0% |
| Q2 2020 | 19 | $41.2M | 1,661,855 | 5 | 9 | 3 | 0.0% |
| Q1 2020 | 18 | $43.0M | 2,072,100 | 5 | 9 | 2 | 0.0% |
| Q4 2019 | 14 | $46.5M | 1,708,271 | 5 | 4 | 2 | 0.0% |
| Q3 2019 | 10 | $3.6M | 142,570 | 8 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $786.0K | 31,002 | 3 | 0 | 0 | 0.0% |