TIMOTHY PLAN - TPIF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 481,131 | 17,951 | 0.85% | 1.71% | 1 | -297,627 | -38.22% | Q2 2026 | Jul 28, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 328,274 | 12,247 | 4.33% | 4.91% | 2 | -4,537 | -1.36% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 248,134 | 9,178 | 0.0% | 0.0% | 3 | +132,982 | 115.48% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 203,432 | 7,331 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 179,280 | 6,688 | 4.25% | 4.36% | 5 | +2,002 | 1.13% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 179,085 | 6,681 | 0.06% | 0.05% | 6 | +49,057 | 37.73% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 142,620 | 5,320 | 0.0% | 0.0% | 7 | +23,916 | 20.15% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 131,735 | 4,915 | 0.0% | 0.0% | 8 | +6,359 | 5.07% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 131,982 | 4,891 | 0.03% | 0.02% | 9 | +19,988 | 17.85% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | Reduced | 129,799 | 4,842 | 0.49% | 0.53% | 10 | -96 | -0.07% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,297 | 3,891 | 0.01% | 0.01% | 11 | +1,941 | 1.9% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 103,805 | 3,873 | 0.01% | 0.01% | 12 | +5,621 | 5.72% | Q2 2026 | Jul 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 103,650 | 3,859 | 1.66% | 1.03% | 13 | +59,152 | 132.93% | Q2 2026 | Jul 23, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 80,497 | 3,003 | 0.92% | 0.87% | 14 | +9,883 | 14.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 80,360 | 2,998 | 0.03% | 0.03% | 15 | +9,485 | 13.38% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 70,517 | 2,631 | 0.11% | — | 16 | +70,517 | New | Q2 2026 | Aug 14, 2026 |
| Sound Stewardship, LLC | History | Reduced | 55,410 | 2,067 | 0.85% | 0.94% | 17 | -1,274 | -2.25% | Q2 2026 | Jul 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 55,184 | 2,058 | 0.17% | 0.02% | 18 | +49,606 | 889.32% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 53,556 | 1,998 | 0.07% | 0.06% | 19 | -1,164 | -2.13% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 47,297 | 1,764 | 0.0% | 0.0% | 20 | +2,558 | 5.72% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 41,380 | 1,543 | 0.03% | 0.03% | 21 | +578 | 1.42% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 41,309 | 1,541 | 0.02% | 0.01% | 22 | +10,545 | 34.28% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 36,586 | 1,365 | 0.02% | — | 23 | +36,586 | New | Q2 2026 | Jul 21, 2026 |
| WorthPointe, LLC | History | Reduced | 33,745 | 1,259 | 0.32% | 0.41% | 24 | -7,797 | -18.77% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 29,496 | 1,100 | 0.07% | 0.06% | 25 | +8,805 | 42.55% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Reduced | 28,348 | 1,057 | 0.0% | 0.0% | 26 | -659 | -2.27% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,240 | 904 | 0.0% | 0.0% | 27 | +10,163 | 72.2% | Q2 2026 | Aug 14, 2026 |
| Christian Investment Advisors, Inc. | History | Added to | 22,747 | 848 | 0.5% | 0.52% | 28 | +39 | 0.17% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,915 | 814 | 0.0% | 0.0% | 29 | +1,046 | 5.01% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 21,136 | 788 | 0.46% | 0.52% | 30 | +935 | 4.63% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | Added to | 20,666 | 771 | 0.01% | 0.02% | 31 | +43 | 0.21% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,430 | 762 | 0.0% | 0.0% | 32 | -41,330 | -66.92% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,489 | 689 | 0.03% | 0.04% | 33 | +123 | 0.67% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,696 | 660 | 0.01% | 0.01% | 34 | +1,754 | 11.0% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | Added to | 17,359 | 648 | 0.0% | 0.0% | 35 | +840 | 5.09% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 16,761 | 625 | 0.0% | — | 36 | +16,761 | New | Q2 2026 | Aug 14, 2026 |
| WIN ADVISORS, INC | History | Reduced | 16,021 | 597 | 0.21% | 0.27% | 37 | -220 | -1.35% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,549 | 580 | 0.0% | 0.0% | 38 | +3,133 | 25.23% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,925 | 519 | 0.01% | 0.01% | 39 | -9,136 | -39.62% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 12,595 | 469 | 0.03% | 0.05% | 40 | -5,010 | -28.46% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,145 | 453 | 0.0% | 0.0% | 41 | +1,481 | 13.89% | Q2 2026 | Jul 29, 2026 |
| Strategic Equity Management | History | Reduced | 12,060 | 449 | 0.15% | 0.17% | 42 | -390 | -3.13% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | New | 11,965 | 446 | 0.02% | — | 43 | +11,965 | New | Q2 2026 | Aug 04, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,947 | 445 | 0.02% | 0.02% | 44 | +3,624 | 43.54% | Q2 2026 | Aug 11, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,443 | 426 | 0.05% | 0.06% | 45 | -1,068 | -8.54% | Q2 2026 | Aug 12, 2026 |
| MONEYWISE, INC. | History | Reduced | 11,130 | 415 | 0.15% | 0.18% | 46 | -105 | -0.93% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,652 | 397 | 0.0% | 0.0% | 47 | +2,234 | 26.54% | Q2 2026 | Sep 23, 2026 |
| Atria Investments, Inc | History | New | 10,482 | 391 | 0.0% | — | 48 | +10,482 | New | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,303 | 384 | 0.0% | 0.0% | 49 | +2,407 | 30.48% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 10,189 | 380 | 0.12% | 0.13% | 50 | +6 | 0.06% | Q2 2026 | Jul 15, 2026 |
| 3EDGE Asset Management, LP | History | New | 10,142 | 378 | 0.02% | — | 51 | +10,142 | New | Q2 2026 | Jul 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 10,110 | 377 | 0.04% | 0.04% | 52 | +1,215 | 13.66% | Q2 2026 | Jul 29, 2026 |
| Demars Financial Group, LLC | History | New | 10,076 | 375 | 0.1% | — | 53 | +10,076 | New | Q2 2026 | Jul 21, 2026 |
| Independent Advisor Alliance | History | Added to | 9,997 | 372 | 0.01% | 0.0% | 54 | +2,812 | 39.14% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,480 | 316 | 0.0% | 0.0% | 55 | +1,184 | 16.23% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 8,250 | 307 | 0.05% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,921 | 295 | 0.01% | 0.01% | 57 | +874 | 12.4% | Q2 2026 | Jul 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 7,662 | 285 | 0.04% | 0.03% | 58 | +935 | 13.9% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | Added to | 6,660 | 248 | 0.0% | 0.0% | 59 | +66 | 1.0% | Q2 2026 | Jul 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 6,502 | 241 | 0.03% | 0.03% | 60 | +91 | 1.42% | Q2 2026 | Aug 03, 2026 |
| Values First Advisors, Inc. | History | Added to | 6,292 | 234 | 0.11% | 0.06% | 61 | +3,188 | 102.71% | Q2 2026 | Aug 04, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 6,195 | 231 | 0.17% | 0.22% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,908 | 220 | 0.0% | 0.0% | 63 | +67 | 1.15% | Q2 2026 | Aug 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 5,864 | 218 | 0.01% | 0.01% | 64 | +66 | 1.14% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 5,250 | 195 | 0.0% | 0.0% | 65 | +711 | 15.66% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 3,391 | 126 | 0.0% | — | 66 | +3,391 | New | Q2 2026 | Aug 12, 2026 |
| BankPlus Trust Department | History | Added to | 2,649 | 98 | 0.02% | 0.01% | 67 | +1,518 | 134.22% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 2,569 | 95 | 0.0% | 0.0% | 68 | +118 | 4.81% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 2,177 | 81 | 0.0% | 0.0% | 69 | -525 | -19.43% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,763 | 65 | 0.0% | 0.0% | 70 | +145 | 8.96% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,363 | 50 | 0.0% | 0.0% | 71 | +765 | 127.93% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 756 | 28 | 0.0% | — | 72 | +756 | New | Q2 2026 | Aug 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 617 | 23 | 0.01% | 0.01% | 73 | +302 | 95.87% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 590 | 22 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Go Invest LLC | History | Added to | 510 | 19 | 0.0% | 0.0% | 75 | +64 | 14.35% | Q2 2026 | Aug 05, 2026 |
| First PREMIER Bank | History | No change | 285 | 11 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StrongBox Wealth, LLC | History | New | 195 | 7 | 0.0% | — | 77 | +195 | New | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 93 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 41 | 1 | 0.0% | — | 80 | +41 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 52 | 1 | 0.0% | 0.0% | 79 | -15 | -22.39% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.69% | — | -117,713 | -100.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,402 | -100.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,280 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,821 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,352 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -632 | -100.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |