Who Owns TIMOTHY PLAN (TPIF)? -- Institutional Holders (2026-06-30)

88 institutions reported holding $127.5M of TIMOTHY PLAN (TPIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: CREATIVE FINANCIAL DESIGNS INC /ADV ($18.0M), O'Connor Financial Group LLC ($12.2M), JONES FINANCIAL COMPANIES LLLP ($9.2M), Sound Financial Strategies Group, LLC ($6.7M), BENJAMIN EDWARDS INC ($6.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CREATIVE FINANCIAL DESIGNS INC /ADV	$18.0M	481,131	Trimmed
2	O'Connor Financial Group LLC	$12.2M	328,274	Trimmed
3	JONES FINANCIAL COMPANIES LLLP	$9.2M	248,134	Added
4	Sound Financial Strategies Group, LLC	$6.7M	179,280	Added
5	BENJAMIN EDWARDS INC	$6.7M	179,085	Added
6	AMERIPRISE FINANCIAL INC	$5.3M	142,620	Added
7	LPL Financial LLC	$4.9M	131,735	Added
8	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.9M	131,982	Added
9	LVZ, Inc.	$4.8M	129,799	Trimmed
10	Kestra Advisory Services, LLC	$3.9M	104,297	Added
11	Cambridge Investment Research Advisors, Inc.	$3.9M	103,805	Added
12	Turning Point Benefit Group, Inc.	$3.9M	103,650	Added
13	FAMILY WEALTH PARTNERS, LLC	$3.0M	80,497	Added
14	Focus Partners Advisor Solutions, LLC	$3.0M	80,360	Added
15	FLOW TRADERS U.S. LLC	$2.6M	70,517	New
16	Sound Stewardship, LLC	$2.1M	55,410	Trimmed
17	SUMMIT WEALTH GROUP LLC / CO	$2.1M	55,184	Added
18	EverSource Wealth Advisors, LLC	$2.0M	53,556	Trimmed
19	Cetera Investment Advisers	$1.8M	47,297	Added
20	Geneos Wealth Management Inc.	$1.5M	41,380	Added
21	Foundations Investment Advisors, LLC	$1.5M	41,309	Added
22	J.W. COLE ADVISORS, INC.	$1.4M	36,586	New
23	WorthPointe, LLC	$1.3M	33,745	Trimmed
24	First Heartland Consultants, Inc.	$1.1M	29,496	Added
25	UBS Group AG	$1.1M	28,348	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30