TIMOTHY PLAN - TPLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Christian Investment Advisors, Inc. | History | No change | 540,938 | 27,236 | 16.05% | 16.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 359,035 | 18,077 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 215,243 | 10,837 | 2.49% | 2.49% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 194,043 | 9,770 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 191,486 | 9,641 | 0.46% | 0.46% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Faithward Advisors, LLC | History | No change | 184,369 | 9,282 | 1.13% | 1.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 117,869 | 5,934 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 108,604 | 5,468 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LVZ, Inc. | History | No change | 86,396 | 4,350 | 0.44% | 0.44% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 85,383 | 4,299 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 84,779 | 4,268 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 84,319 | 4,245 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 78,396 | 3,947 | 2.51% | 2.51% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 76,674 | 3,857 | 1.66% | 1.66% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 75,184 | 3,785 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 63,949 | 3,223 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 61,119 | 3,077 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 45,193 | 2,275 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,011 | 2,215 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 41,296 | 2,079 | 1.67% | 1.67% | 20 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41,056 | 2,058 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,763 | 2,002 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'Connor Financial Group LLC | History | No change | 36,327 | 1,829 | 0.65% | 0.65% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 34,709 | 1,747 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 30,839 | 1,552 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 26,038 | 1,311 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOS Asset Management, LLC | History | No change | 23,951 | 1,205 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Advisory Corp | History | No change | 23,230 | 1,169 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,084 | 1,111 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 20,306 | 1,022 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 20,083 | 1,011 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 18,400 | 926 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 17,986 | 905 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Stewardship, LLC | History | No change | 17,446 | 878 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,001 | 805 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 15,809 | 795 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Values First Advisors, Inc. | History | No change | 15,590 | 784 | 0.36% | 0.36% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,300 | 770 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 15,225 | 766 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,469 | 728 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 14,406 | 725 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeWealth Investments, LLC | History | No change | 14,284 | 719 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 3EDGE Asset Management, LP | History | No change | 14,023 | 706 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,660 | 687 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 13,234 | 666 | 0.34% | 0.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WIN ADVISORS, INC | History | No change | 12,393 | 623 | 0.22% | 0.22% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Black Diamond Financial, LLC | History | No change | 11,835 | 595 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 11,686 | 588 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Frontier Asset Management, LLC | History | No change | 11,527 | 580 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Demars Financial Group, LLC | History | No change | 11,325 | 570 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 11,141 | 560 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 10,035 | 505 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,992 | 453 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,676 | 436 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 8,378 | 421 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 8,292 | 417 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 8,300 | 417 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,932 | 399 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 7,687 | 387 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,506 | 377 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 6,951 | 350 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,963 | 350 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 6,473 | 325 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,202 | 312 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 6,109 | 307 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,597 | 281 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 5,454 | 274 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkos Global Advisors | History | No change | 4,818 | 243 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | No change | 4,362 | 219 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | No change | 4,326 | 217 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,333 | 217 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 4,012 | 201 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 3,796 | 191 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 3,246 | 163 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 3,206 | 161 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,989 | 150 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 2,898 | 145 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 2,890 | 145 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,805 | 141 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,469 | 124 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,343 | 67 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New Hampshire | History | No change | 1,260 | 60 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Nemes Rush Group LLC | History | No change | 1,145 | 57 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 739 | 37 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 700 | 35 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 600 | 30 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 530 | 26 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 442 | 22 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 346 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 350 | 17 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 328 | 16 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First PREMIER Bank | History | No change | 250 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | No change | 117 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harborfront Financial Group LLC | History | No change | 62 | 3 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |