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

105 institutions reported holding $177.1M of TIMOTHY PLAN (TPLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Christian Investment Advisors, Inc. ($27.2M), LPL Financial LLC ($18.1M), Bare Financial Services, Inc ($10.8M), Geneos Wealth Management Inc. ($9.8M), CREATIVE FINANCIAL DESIGNS INC /ADV ($9.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Christian Investment Advisors, Inc.$27.2M540,938Added
2LPL Financial LLC$18.1M359,035Added
3Bare Financial Services, Inc$10.8M215,243Added
4Geneos Wealth Management Inc.$9.8M194,043Added
5CREATIVE FINANCIAL DESIGNS INC /ADV$9.6M191,486Added
6Faithward Advisors, LLC$9.3M184,369Trimmed
7BENJAMIN EDWARDS INC$5.9M117,869Added
8Cambridge Investment Research Advisors, Inc.$5.5M108,604Trimmed
9LVZ, Inc.$4.4M86,396Added
10Sowell Financial Services LLC$4.3M85,383Added
11AMERIPRISE FINANCIAL INC$4.3M84,779Added
12J.W. COLE ADVISORS, INC.$4.2M84,319New
13Sound Financial Strategies Group, LLC$3.9M78,396Added
14Turning Point Benefit Group, Inc.$3.9M76,674Added
15First Heartland Consultants, Inc.$3.8M75,184Added
16UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.2M63,949Added
17Cetera Investment Advisers$3.1M61,119Trimmed
18EverSource Wealth Advisors, LLC$2.3M45,193Trimmed
19CITADEL ADVISORS LLC$2.2M44,011Added
20Cornerstone Financial Management LLC$2.1M41,296Trimmed
21JONES FINANCIAL COMPANIES LLLP$2.1M41,056Added
22RAYMOND JAMES FINANCIAL INC$2.0M39,763Added
23O'Connor Financial Group LLC$1.8M36,327Trimmed
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M34,709Added
25VICUS CAPITAL$1.6M30,839Added

来源：SEC 13F 申报文件 · 截至 2026-06-30