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 $181.20M in TPLC holdings during the latest filing period.
Westwood Holdings Group Inc is currently the largest disclosed institutional shareholder of TPLC tracked by InsiderSet, reporting ownership valued at approximately $28.61M in its March 31, 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 $31.27M, representing an estimated gain of +9.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed TPLC value among the investors covered in this analysis. Major shareholders include Westwood Holdings Group Inc, Christian Investment Advisors, Inc., Lpl Financial Llc, 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
$181.20M
Largest Holder
Westwood Holdings Group Inc
Largest Position
$28.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Westwood Holdings Group Inc | 0.21% | 616,000 | $28,607,040 | $31,268,160 | +$2,661,120 | +9.30% | |
| Christian Investment Advisors, Inc. | 15.80% | 530,510 | $25,008,261 | $26,928,688 | +$1,920,427 | +7.68% | |
| Lpl Financial Llc | 0.00% | 348,412 | $16,180,240 | $17,685,393 | +$1,505,153 | +9.30% | |
| Bare Financial Services, Inc | 2.59% | 210,668 | $9,783,421 | $10,693,508 | +$910,087 | +9.30% | |
| Geneos Wealth Management Inc. | 0.21% | 191,301 | $8,884,018 | $9,710,439 | +$826,421 | +9.30% | |
| Faithward Advisors, Llc | 1.23% | 185,236 | $8,602,369 | $9,402,579 | +$800,210 | +9.30% | |
| Creative Financial Designs Inc | 0.47% | 167,762 | $7,790,887 | $8,515,599 | +$724,712 | +9.30% | |
| Benjamin Edwards Inc | 0.05% | 117,869 | $5,934,655 | $5,983,030 | +$48,375 | +0.82% | |
| Lvz, Inc. | 0.44% | 86,396 | $4,350,016 | $4,385,461 | +$35,445 | +0.81% | |
| Sowell Financial Services Llc | 0.14% | 85,383 | $4,299,031 | $4,334,041 | +$35,010 | +0.81% | |
| J.W. Cole Advisors, Inc. | 0.07% | 84,319 | $4,245,474 | $4,280,032 | +$34,558 | +0.81% | |
| Ameriprise Financial Inc | 0.00% | 82,896 | $3,962,834 | $4,207,801 | +$244,967 | +6.18% | |
| Turning Point Benefit Group, Inc. | 1.66% | 76,674 | $3,857,910 | $3,891,972 | +$34,062 | +0.88% | |
| First Heartland Consultants, Inc. | 0.24% | 75,184 | $3,785,527 | $3,816,340 | +$30,813 | +0.81% | |
| Sound Financial Strategies Group, Llc | 2.44% | 76,927 | $3,572,490 | $3,904,815 | +$332,325 | +9.30% | |
| Cetera Investment Advisers | 0.00% | 62,988 | $2,925,153 | $3,197,271 | +$272,118 | +9.30% | |
| United Capital Financial Advisors, Llc | 0.02% | 54,808 | $2,543,639 | $2,782,054 | +$238,415 | +9.37% | |
| Cornerstone Financial Management Llc | 1.97% | 46,194 | $2,145,258 | $2,344,807 | +$199,549 | +9.30% | |
| O'Connor Financial Group Llc | 0.65% | 36,327 | $1,829,064 | $1,843,959 | +$14,895 | +0.81% | |
| Raymond James Financial Inc | 0.00% | 37,335 | $1,733,845 | $1,895,125 | +$161,280 | +9.30% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 32,146 | $1,492,839 | $1,631,731 | +$138,892 | +9.30% | |
| Vicus Capital | 0.10% | 28,058 | $1,303,010 | $1,424,224 | +$121,214 | +9.30% | |
| Bos Asset Management, Llc | 0.28% | 23,951 | $1,205,933 | $1,215,753 | +$9,820 | +0.81% | |
| Allworth Financial Lp | 0.00% | 25,437 | $1,181,279 | $1,291,182 | +$109,903 | +9.30% | |
| Financial Advisory Corp | 0.16% | 23,230 | $1,169,648 | $1,179,155 | +$9,507 | +0.81% | |
| Jones Financial Companies Lllp | 0.00% | 24,978 | $1,144,473 | $1,267,883 | +$123,410 | +10.78% | |
| Oneascent Financial Services Llc | 0.06% | 22,405 | $1,040,483 | $1,137,278 | +$96,795 | +9.30% | |
| Ubs Group Ag | 0.00% | 20,433 | $948,909 | $1,037,179 | +$88,270 | +9.30% | |
| Susquehanna International Group, Llp | 0.00% | 19,996 | $928,614 | $1,014,997 | +$86,383 | +9.30% | |
| Corecap Advisors, Llc | 0.03% | 18,400 | $926,415 | $933,984 | +$7,569 | +0.82% | |
| Kestra Advisory Services, Llc | 0.00% | 19,098 | $886,890 | $969,414 | +$82,524 | +9.30% | |
| Sound Stewardship, Llc | 0.36% | 17,446 | $878,413 | $885,559 | +$7,146 | +0.81% | |
| Foundations Investment Advisors, Llc | 0.01% | 16,224 | $753,450 | $823,530 | +$70,080 | +9.30% | |
| Tulsa Wealth Advisors, Inc | 0.13% | 15,770 | $732,358 | $800,485 | +$68,127 | +9.30% | |
| Lifewealth Investments, Llc | 0.19% | 14,284 | $719,199 | $725,056 | +$5,857 | +0.81% | |
| Osaic Holdings, Inc. | 0.00% | 15,305 | $710,730 | $776,882 | +$66,152 | +9.31% | |
| Sigma Investment Counselors Inc | 0.04% | 15,145 | $703,354 | $768,760 | +$65,406 | +9.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,594 | $677,724 | $740,791 | +$63,067 | +9.31% | |
| Values First Advisors, Inc. | 0.33% | 13,453 | $624,758 | $682,874 | +$58,116 | +9.30% | |
| Kavar Capital Partners Group, Llc | 0.07% | 11,686 | $588,390 | $593,181 | +$4,791 | +0.81% | |
| Win Advisors, Inc | 0.27% | 12,587 | $584,549 | $638,916 | +$54,367 | +9.30% | |
| Envestnet Asset Management Inc | 0.00% | 12,420 | $576,799 | $630,439 | +$53,640 | +9.30% | |
| Demars Financial Group, Llc | 0.16% | 11,325 | $570,214 | $574,857 | +$4,643 | +0.81% | |
| Founders Grove Wealth Partners, Llc | 0.11% | 11,141 | $560,949 | $565,517 | +$4,568 | +0.81% | |
| Frontier Asset Management, Llc | 0.11% | 11,124 | $516,616 | $564,654 | +$48,038 | +9.30% | |
| Black Diamond Financial, Llc | 0.06% | 10,980 | $509,911 | $557,345 | +$47,434 | +9.30% | |
| World Investment Advisors | 0.01% | 10,703 | $497,061 | $543,284 | +$46,223 | +9.30% | |
| Independent Advisor Alliance | 0.01% | 10,359 | $481,071 | $525,823 | +$44,752 | +9.30% | |
| Sunbelt Securities, Inc. | 0.03% | 10,298 | $478,231 | $522,726 | +$44,495 | +9.30% | |
| Citadel Advisors Llc | 0.00% | 9,379 | $435,561 | $476,078 | +$40,517 | +9.30% |
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.