TPSC Institutional Ownership & Shareholders
TIMOTHY PLAN US SMALL CAP CO (TPSC) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $255.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $43.81M, representing an estimated loss of -2.78% 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
89
Total Reported Value
$255.96M
Largest Holder
Lpl Financial Llc
Largest Position
$45.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
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 | $43,809,108 | -$1,251,031 | -2.78% | |
| Westwood Holdings Group Inc | 0.21% | 580,000 | $27,829,676 | $27,057,000 | -$772,676 | -2.78% | |
| Stifel Financial Corp | 0.01% | 374,020 | $17,946,310 | $17,448,033 | -$498,277 | -2.78% | |
| Christian Investment Advisors, Inc. | 9.57% | 338,432 | $16,238,706 | $15,787,853 | -$450,853 | -2.78% | |
| Creative Financial Designs Inc | 0.69% | 302,545 | $14,516,755 | $14,113,724 | -$403,031 | -2.78% | |
| Bare Financial Services, Inc | 2.95% | 262,512 | $11,142,406 | $12,246,185 | +$1,103,779 | +9.91% | |
| Ameriprise Financial Inc | 0.00% | 200,039 | $9,599,021 | $9,331,819 | -$267,202 | -2.78% | |
| Faithward Advisors, Llc | 1.08% | 183,599 | $8,809,470 | $8,564,893 | -$244,577 | -2.78% | |
| Plan A Wealth Llc | 3.01% | 188,447 | $8,424,518 | $8,791,053 | +$366,535 | +4.35% | |
| Kestra Advisory Services, Llc | 0.02% | 176,949 | $7,910,490 | $8,254,671 | +$344,181 | +4.35% | |
| Oneascent Financial Services Llc | 0.37% | 160,784 | $7,714,783 | $7,500,574 | -$214,209 | -2.78% | |
| O'Connor Financial Group Llc | 2.45% | 154,733 | $6,917,308 | $7,218,294 | +$300,986 | +4.35% | |
| Assetmark, Inc | 0.01% | 138,909 | $6,209,882 | $6,480,105 | +$270,223 | +4.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 134,584 | $6,083,202 | $6,278,344 | +$195,142 | +3.21% | |
| Turning Point Benefit Group, Inc. | 1.32% | 71,547 | $3,228,200 | $3,337,668 | +$109,468 | +3.39% | |
| Sound Financial Strategies Group, Llc | 2.05% | 68,123 | $3,045,371 | $3,177,938 | +$132,567 | +4.35% | |
| Goldman Sachs Group Inc | 0.00% | 59,080 | $2,834,788 | $2,756,082 | -$78,706 | -2.78% | |
| Jones Financial Companies Lllp | 0.00% | 58,745 | $2,813,365 | $2,740,454 | -$72,911 | -2.59% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 55,914 | $2,682,902 | $2,608,388 | -$74,514 | -2.78% | |
| Benjamin Edwards Inc | 0.02% | 54,341 | $2,607,344 | $2,535,008 | -$72,336 | -2.77% | |
| Family Wealth Partners, Llc | 0.76% | 56,188 | $2,511,885 | $2,621,170 | +$109,285 | +4.35% | |
| Xy Planning Network, Inc. | 0.26% | 53,367 | $2,385,761 | $2,489,571 | +$103,810 | +4.35% | |
| Investment Research Partners Llc | 0.80% | 52,887 | $2,364,306 | $2,467,179 | +$102,873 | +4.35% | |
| Valmark Advisers, Inc. | 0.02% | 47,517 | $2,279,970 | $2,216,668 | -$63,302 | -2.78% | |
| Ifp Advisors, Inc | 0.04% | 49,697 | $2,221,694 | $2,318,365 | +$96,671 | +4.35% | |
| Cetera Investment Advisers | 0.00% | 40,640 | $1,949,997 | $1,895,856 | -$54,141 | -2.78% | |
| Cwm, Llc | 0.01% | 45,132 | $1,915,658 | $2,105,408 | +$189,750 | +9.91% | |
| Rfg Advisory, Llc | 0.03% | 34,583 | $1,659,368 | $1,613,297 | -$46,071 | -2.78% | |
| United Capital Financial Advisors, Llc | 0.01% | 33,435 | $1,602,205 | $1,559,743 | -$42,462 | -2.65% | |
| Sound Stewardship, Llc | 0.54% | 29,929 | $1,337,988 | $1,396,188 | +$58,200 | +4.35% | |
| First Heartland Consultants, Inc. | 0.09% | 29,673 | $1,326,524 | $1,384,245 | +$57,721 | +4.35% | |
| Envestnet Asset Management Inc | 0.00% | 26,580 | $1,275,360 | $1,239,957 | -$35,403 | -2.78% | |
| Worthpointe, Llc | 0.31% | 25,701 | $1,233,200 | $1,198,952 | -$34,248 | -2.78% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,168 | $1,214,520 | $1,267,387 | +$52,867 | +4.35% | |
| J.W. Cole Advisors, Inc. | 0.02% | 22,862 | $1,096,987 | $1,066,512 | -$30,475 | -2.78% | |
| Allworth Financial Lp | 0.00% | 22,439 | $1,076,696 | $1,046,779 | -$29,917 | -2.78% | |
| Susquehanna International Group, Llp | 0.00% | 20,726 | $994,479 | $966,868 | -$27,611 | -2.78% | |
| Sageoak Financial, Llc | 0.61% | 20,948 | $936,484 | $977,224 | +$40,740 | +4.35% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 19,398 | $930,716 | $904,917 | -$25,799 | -2.77% | |
| Truewealth Advisors, Llc | 0.20% | 20,061 | $896,822 | $935,846 | +$39,024 | +4.35% | |
| Osaic Holdings, Inc. | 0.00% | 18,064 | $867,313 | $842,686 | -$24,627 | -2.84% | |
| Raymond James Financial Inc | 0.00% | 17,566 | $842,878 | $819,454 | -$23,424 | -2.78% | |
| Discipline Wealth Solutions, Llc | 0.07% | 17,403 | $777,998 | $811,850 | +$33,852 | +4.35% | |
| Geneos Wealth Management Inc. | 0.02% | 15,943 | $764,945 | $743,741 | -$21,204 | -2.77% | |
| Farther Finance Advisors, Llc | 0.01% | 16,321 | $729,641 | $761,375 | +$31,734 | +4.35% | |
| Vicus Capital | 0.04% | 13,942 | $668,992 | $650,394 | -$18,598 | -2.78% | |
| Betterment Llc | 0.00% | 12,726 | $611,000 | $593,668 | -$17,332 | -2.84% | |
| World Investment Advisors | 0.01% | 11,287 | $541,575 | $526,539 | -$15,036 | -2.78% | |
| Merit Financial Group, Llc | 0.00% | 10,890 | $522,534 | $508,019 | -$14,516 | -2.78% | |
| Ubs Group Ag | 0.00% | 10,836 | $519,933 | $505,499 | -$14,434 | -2.78% |
Frequently asked questions about TPSC
Who are the largest institutional holders of TPSC?
The largest institutional holders of TPSC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Westwood Holdings Group Inc, Stifel Financial Corp, Christian Investment Advisors, Inc., and Creative Financial Designs Inc. InsiderSet ranks institutional holders by their latest reported TPSC position.
What is TPSC institutional ownership?
This page tracks TPSC positions reported by institutional investment managers through SEC Form 13F. TIMOTHY PLAN US SMALL CAP CO (TPSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TPSC?
InsiderSet currently tracks 89 institutional managers reporting TPSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TPSC shareholders.
How much TPSC stock do institutions own?
Institutional investment managers disclosed approximately $255.96M in TPSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TPSC institutional ownership last updated?
The latest TPSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TPSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TPSC position after the reporting date.
Are institutions buying or selling TPSC?
Institutional buying and selling can be analyzed by comparing TPSC positions across consecutive 13F reporting periods. InsiderSet's TPSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TPSC ownership changes.
How has TPSC institutional ownership changed over time?
InsiderSet tracks TPSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.