TIMOTHY PLAN US SMALL CAP CO (TPSC) Institutional Shareholders
TIMOTHY PLAN US SMALL CAP CO (TPSC) 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 $257.11M in TPSC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TPSC tracked by InsiderSet, reporting ownership valued at approximately $45.06M 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 $43.09M, representing an estimated loss of -4.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed TPSC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Westwood Holdings Group Inc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in TIMOTHY PLAN US SMALL CAP CO (TPSC).
This page ranks the largest institutional TPSC 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
92
Total Reported Value
$257.11M
Largest Holder
Lpl Financial Llc
Largest Position
$45.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 939,102 | $45,060,139 | $43,086,000 | -$1,974,139 | -4.38% | |
| Westwood Holdings Group Inc | 0.21% | 580,000 | $27,829,676 | $26,610,400 | -$1,219,276 | -4.38% | |
| Stifel Financial Corp | 0.01% | 374,020 | $17,946,310 | $17,160,038 | -$786,272 | -4.38% | |
| Christian Investment Advisors, Inc. | 9.57% | 338,432 | $16,238,706 | $15,527,260 | -$711,446 | -4.38% | |
| Creative Financial Designs Inc | 0.69% | 302,545 | $14,516,755 | $13,880,765 | -$635,990 | -4.38% | |
| Bare Financial Services, Inc | 2.95% | 262,512 | $11,142,406 | $12,044,051 | +$901,645 | +8.09% | |
| Ameriprise Financial Inc | 0.00% | 200,039 | $9,599,021 | $9,177,789 | -$421,232 | -4.39% | |
| Faithward Advisors, Llc | 1.08% | 183,599 | $8,809,470 | $8,423,522 | -$385,948 | -4.38% | |
| Plan A Wealth Llc | 3.73% | 182,718 | $8,767,202 | $8,383,102 | -$384,100 | -4.38% | |
| Kestra Advisory Services, Llc | 0.03% | 166,301 | $7,979,508 | $7,629,890 | -$349,618 | -4.38% | |
| Oneascent Financial Services Llc | 0.37% | 160,784 | $7,714,783 | $7,376,770 | -$338,013 | -4.38% | |
| O'Connor Financial Group Llc | 2.61% | 153,956 | $7,387,147 | $7,063,501 | -$323,646 | -4.38% | |
| Assetmark, Inc | 0.01% | 122,525 | $5,879,019 | $5,621,447 | -$257,572 | -4.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 120,039 | $5,694,296 | $5,507,389 | -$186,907 | -3.28% | |
| Sound Financial Strategies Group, Llc | 2.26% | 74,136 | $3,557,194 | $3,401,360 | -$155,834 | -4.38% | |
| Turning Point Benefit Group, Inc. | 1.50% | 72,706 | $3,484,168 | $3,335,751 | -$148,417 | -4.26% | |
| Goldman Sachs Group Inc | 0.00% | 59,080 | $2,834,788 | $2,710,590 | -$124,198 | -4.38% | |
| Jones Financial Companies Lllp | 0.00% | 58,745 | $2,813,365 | $2,695,221 | -$118,144 | -4.20% | |
| Family Wealth Partners, Llc | 0.82% | 56,018 | $2,687,844 | $2,570,106 | -$117,738 | -4.38% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 55,914 | $2,682,902 | $2,565,334 | -$117,568 | -4.38% | |
| Benjamin Edwards Inc | 0.02% | 54,341 | $2,607,344 | $2,493,165 | -$114,179 | -4.38% | |
| Investment Research Partners Llc | 0.83% | 51,415 | $2,466,996 | $2,358,920 | -$108,076 | -4.38% | |
| Ifp Advisors, Inc | 0.04% | 51,150 | $2,454,290 | $2,346,762 | -$107,528 | -4.38% | |
| Valmark Advisers, Inc. | 0.02% | 47,517 | $2,279,970 | $2,180,080 | -$99,890 | -4.38% | |
| Cetera Investment Advisers | 0.00% | 40,640 | $1,949,997 | $1,864,563 | -$85,434 | -4.38% | |
| Cwm, Llc | 0.01% | 45,132 | $1,915,658 | $2,070,656 | +$154,998 | +8.09% | |
| Rfg Advisory, Llc | 0.03% | 34,583 | $1,659,368 | $1,586,668 | -$72,700 | -4.38% | |
| United Capital Financial Advisors, Llc | 0.01% | 33,435 | $1,602,205 | $1,533,998 | -$68,207 | -4.26% | |
| First Heartland Consultants, Inc. | 0.09% | 29,710 | $1,425,564 | $1,363,095 | -$62,469 | -4.38% | |
| Sound Stewardship, Llc | 0.55% | 27,749 | $1,331,439 | $1,273,124 | -$58,315 | -4.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,248 | $1,307,440 | $1,250,138 | -$57,302 | -4.38% | |
| Envestnet Asset Management Inc | 0.00% | 26,580 | $1,275,360 | $1,219,490 | -$55,870 | -4.38% | |
| Worthpointe, Llc | 0.31% | 25,701 | $1,233,200 | $1,179,162 | -$54,038 | -4.38% | |
| J.W. Cole Advisors, Inc. | 0.02% | 22,862 | $1,096,987 | $1,048,909 | -$48,078 | -4.38% | |
| Allworth Financial Lp | 0.00% | 22,439 | $1,076,696 | $1,029,501 | -$47,195 | -4.38% | |
| Susquehanna International Group, Llp | 0.00% | 20,726 | $994,479 | $950,909 | -$43,570 | -4.38% | |
| Sageoak Financial, Llc | 0.61% | 19,502 | $935,730 | $894,752 | -$40,978 | -4.38% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 19,398 | $930,716 | $889,980 | -$40,736 | -4.38% | |
| Truewealth Advisors, Llc | 0.21% | 19,147 | $918,715 | $878,464 | -$40,251 | -4.38% | |
| Osaic Holdings, Inc. | 0.00% | 18,064 | $867,313 | $828,776 | -$38,537 | -4.44% | |
| Sowell Financial Services Llc | 0.03% | 17,963 | $861,904 | $824,142 | -$37,762 | -4.38% | |
| Raymond James Financial Inc | 0.00% | 17,566 | $842,878 | $805,928 | -$36,950 | -4.38% | |
| Discipline Wealth Solutions, Llc | 0.07% | 16,906 | $811,187 | $775,647 | -$35,540 | -4.38% | |
| Geneos Wealth Management Inc. | 0.02% | 15,943 | $764,945 | $731,465 | -$33,480 | -4.38% | |
| Farther Finance Advisors, Llc | 0.01% | 15,688 | $752,744 | $719,765 | -$32,979 | -4.38% | |
| Frontier Asset Management, Llc | 0.13% | 15,187 | $728,696 | $696,780 | -$31,916 | -4.38% | |
| Vicus Capital | 0.04% | 13,942 | $668,992 | $639,659 | -$29,333 | -4.38% | |
| Betterment Llc | 0.00% | 12,726 | $611,000 | $583,869 | -$27,131 | -4.44% | |
| World Investment Advisors | 0.01% | 11,287 | $541,575 | $517,848 | -$23,727 | -4.38% | |
| Merit Financial Group, Llc | 0.00% | 10,890 | $522,534 | $499,633 | -$22,901 | -4.38% |
Frequently asked questions about TPSC
Who owns the most TPSC stock?
The largest holders of TPSC 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 SMALL CAP CO (TPSC).
Is TPSC widely held by superinvestors?
Many widely followed stocks like TPSC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TPSC 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.