TIMOTHY PLAN US LARGE/MID CA (TPLC) Institutional Shareholders
TIMOTHY PLAN US LARGE/MID CA (TPLC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $166.33M in TPLC holdings during the latest filing period.
Christian Investment Advisors, Inc. is currently the largest disclosed institutional shareholder of TPLC tracked by InsiderSet, reporting ownership valued at approximately $27.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.59M, representing an estimated loss of -2.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed TPLC value among the investors covered in this analysis. Major shareholders include Christian Investment Advisors, Inc., Lpl Financial Llc, Bare Financial Services, Inc, and several other long-term asset managers with concentrated positions in TIMOTHY PLAN US LARGE/MID CA (TPLC).
This page ranks the largest institutional TPLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$166.33M
Largest Holder
Christian Investment Advisors, Inc.
Largest Position
$27.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Christian Investment Advisors, Inc. | 16.05% | 540,938 | $27,236,248 | $26,587,103 | -$649,145 | -2.38% | |
| Lpl Financial Llc | 0.00% | 359,035 | $18,077,392 | $17,646,570 | -$430,822 | -2.38% | |
| Bare Financial Services, Inc | 2.59% | 210,668 | $9,783,421 | $10,354,332 | +$570,911 | +5.84% | |
| Geneos Wealth Management Inc. | 0.20% | 194,043 | $9,770,065 | $9,537,213 | -$232,852 | -2.38% | |
| Creative Financial Designs Inc | 0.46% | 191,486 | $9,641,335 | $9,411,537 | -$229,798 | -2.38% | |
| Faithward Advisors, Llc | 1.13% | 184,369 | $9,282,999 | $9,061,736 | -$221,263 | -2.38% | |
| Benjamin Edwards Inc | 0.05% | 117,869 | $5,934,655 | $5,793,261 | -$141,394 | -2.38% | |
| Lvz, Inc. | 0.44% | 86,396 | $4,350,016 | $4,246,363 | -$103,653 | -2.38% | |
| Sowell Financial Services Llc | 0.14% | 85,383 | $4,299,031 | $4,196,574 | -$102,457 | -2.38% | |
| Ameriprise Financial Inc | 0.00% | 84,779 | $4,268,623 | $4,166,888 | -$101,735 | -2.38% | |
| J.W. Cole Advisors, Inc. | 0.07% | 84,319 | $4,245,474 | $4,144,279 | -$101,195 | -2.38% | |
| Sound Financial Strategies Group, Llc | 2.51% | 78,396 | $3,947,239 | $3,853,163 | -$94,076 | -2.38% | |
| Turning Point Benefit Group, Inc. | 1.66% | 76,674 | $3,857,910 | $3,768,527 | -$89,383 | -2.32% | |
| First Heartland Consultants, Inc. | 0.24% | 75,184 | $3,785,527 | $3,695,294 | -$90,233 | -2.38% | |
| United Capital Financial Advisors, Llc | 0.02% | 63,949 | $3,223,030 | $3,143,093 | -$79,937 | -2.48% | |
| Cetera Investment Advisers | 0.00% | 61,119 | $3,077,360 | $3,003,999 | -$73,361 | -2.38% | |
| Citadel Advisors Llc | 0.00% | 44,011 | $2,215,954 | $2,163,141 | -$52,813 | -2.38% | |
| Cornerstone Financial Management Llc | 1.67% | 41,296 | $2,079,266 | $2,029,698 | -$49,568 | -2.38% | |
| Jones Financial Companies Lllp | 0.00% | 41,056 | $2,058,975 | $2,017,902 | -$41,073 | -1.99% | |
| Raymond James Financial Inc | 0.00% | 39,763 | $2,002,069 | $1,954,351 | -$47,718 | -2.38% | |
| O'Connor Financial Group Llc | 0.65% | 36,327 | $1,829,064 | $1,785,472 | -$43,592 | -2.38% | |
| Vicus Capital | 0.10% | 30,839 | $1,552,743 | $1,515,737 | -$37,006 | -2.38% | |
| Allworth Financial Lp | 0.01% | 26,038 | $1,311,022 | $1,279,768 | -$31,254 | -2.38% | |
| Bos Asset Management, Llc | 0.28% | 23,951 | $1,205,933 | $1,177,192 | -$28,741 | -2.38% | |
| Financial Advisory Corp | 0.16% | 23,230 | $1,169,648 | $1,141,755 | -$27,894 | -2.38% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,084 | $1,111,922 | $1,085,429 | -$26,493 | -2.38% | |
| Oneascent Financial Services Llc | 0.05% | 20,306 | $1,022,398 | $998,040 | -$24,358 | -2.38% | |
| Ubs Group Ag | 0.00% | 20,083 | $1,011,179 | $987,079 | -$24,100 | -2.38% | |
| Corecap Advisors, Llc | 0.03% | 18,400 | $926,415 | $904,360 | -$22,055 | -2.38% | |
| Tulsa Wealth Advisors, Inc | 0.13% | 17,986 | $905,571 | $884,012 | -$21,559 | -2.38% | |
| Sound Stewardship, Llc | 0.36% | 17,446 | $878,413 | $857,471 | -$20,942 | -2.38% | |
| Osaic Holdings, Inc. | 0.00% | 16,001 | $805,603 | $786,449 | -$19,154 | -2.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,809 | $795,994 | $777,012 | -$18,982 | -2.38% | |
| Values First Advisors, Inc. | 0.36% | 15,590 | $784,963 | $766,249 | -$18,715 | -2.38% | |
| Two Sigma Investments, Lp | 0.00% | 15,300 | $770,355 | $751,995 | -$18,360 | -2.38% | |
| Sigma Investment Counselors Inc | 0.04% | 15,225 | $766,575 | $748,309 | -$18,266 | -2.38% | |
| Kestra Advisory Services, Llc | 0.00% | 14,469 | $728,519 | $711,151 | -$17,368 | -2.38% | |
| Independent Advisor Alliance | 0.02% | 14,406 | $725,342 | $708,055 | -$17,287 | -2.38% | |
| Lifewealth Investments, Llc | 0.19% | 14,284 | $719,199 | $702,059 | -$17,140 | -2.38% | |
| 3Edge Asset Management, Lp | 0.03% | 14,023 | $706,058 | $689,230 | -$16,828 | -2.38% | |
| Envestnet Asset Management Inc | 0.00% | 13,660 | $687,757 | $671,389 | -$16,368 | -2.38% | |
| Win Advisors, Inc | 0.22% | 12,393 | $623,979 | $609,116 | -$14,863 | -2.38% | |
| Black Diamond Financial, Llc | 0.05% | 11,835 | $595,892 | $581,690 | -$14,202 | -2.38% | |
| Kavar Capital Partners Group, Llc | 0.07% | 11,686 | $588,390 | $574,367 | -$14,023 | -2.38% | |
| Frontier Asset Management, Llc | 0.10% | 11,527 | $580,407 | $566,552 | -$13,855 | -2.39% | |
| Demars Financial Group, Llc | 0.16% | 11,325 | $570,214 | $556,624 | -$13,590 | -2.38% | |
| Founders Grove Wealth Partners, Llc | 0.11% | 11,141 | $560,949 | $547,580 | -$13,369 | -2.38% | |
| World Investment Advisors | 0.01% | 10,035 | $505,262 | $493,220 | -$12,042 | -2.38% | |
| Sunbelt Securities, Inc. | 0.03% | 10,298 | $478,231 | $506,147 | +$27,916 | +5.84% | |
| Royal Bank Of Canada | 0.00% | 8,992 | $453,000 | $441,957 | -$11,043 | -2.44% |
Frequently asked questions about TPLC
Who owns the most TPLC stock?
The largest holders of TPLC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TIMOTHY PLAN US LARGE/MID CA (TPLC).
Is TPLC widely held by superinvestors?
Many widely followed stocks like TPLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TPLC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.