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 $235.50M 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 $38.85M 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 $43.69M, representing an estimated gain of +12.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed TPSC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Westwood Holdings Group Inc, Christian Investment Advisors, Inc., 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
88
Total Reported Value
$235.50M
Largest Holder
Lpl Financial Llc
Largest Position
$38.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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% | 915,259 | $38,848,442 | $43,687,783 | +$4,839,341 | +12.46% | |
| Westwood Holdings Group Inc | 0.18% | 580,000 | $24,618,274 | $27,684,966 | +$3,066,692 | +12.46% | |
| Christian Investment Advisors, Inc. | 9.38% | 339,499 | $14,839,482 | $16,205,204 | +$1,365,722 | +9.20% | |
| Creative Financial Designs Inc | 0.69% | 302,545 | $14,516,755 | $14,441,290 | -$75,465 | -0.52% | |
| Bare Financial Services, Inc | 2.95% | 262,512 | $11,142,406 | $12,530,407 | +$1,388,001 | +12.46% | |
| Plan A Wealth Llc | 3.73% | 182,718 | $8,767,202 | $8,721,623 | -$45,579 | -0.52% | |
| Kestra Advisory Services, Llc | 0.03% | 166,301 | $7,979,508 | $7,937,996 | -$41,512 | -0.52% | |
| Faithward Advisors, Llc | 1.12% | 184,261 | $7,821,027 | $8,795,275 | +$974,248 | +12.46% | |
| Stifel Financial Corp | 0.01% | 182,661 | $7,753,111 | $8,718,903 | +$965,792 | +12.46% | |
| Ameriprise Financial Inc | 0.00% | 180,293 | $7,745,761 | $8,605,872 | +$860,111 | +11.10% | |
| O'Connor Financial Group Llc | 2.61% | 153,956 | $7,387,147 | $7,348,736 | -$38,411 | -0.52% | |
| Oneascent Financial Services Llc | 0.35% | 150,978 | $6,408,307 | $7,206,588 | +$798,281 | +12.46% | |
| Creativeone Wealth, Llc | 0.14% | 138,805 | $5,891,614 | $6,625,537 | +$733,923 | +12.46% | |
| Assetmark, Inc | 0.01% | 122,525 | $5,879,019 | $5,848,449 | -$30,570 | -0.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 120,039 | $5,694,296 | $5,729,786 | +$35,490 | +0.62% | |
| Goldman Sachs Group Inc | 0.00% | 86,865 | $3,687,011 | $4,146,301 | +$459,290 | +12.46% | |
| Turning Point Benefit Group, Inc. | 1.50% | 72,706 | $3,484,168 | $3,470,454 | -$13,714 | -0.39% | |
| Sound Financial Strategies Group, Llc | 2.11% | 72,894 | $3,093,986 | $3,479,427 | +$385,441 | +12.46% | |
| Family Wealth Partners, Llc | 0.82% | 56,018 | $2,687,844 | $2,673,890 | -$13,954 | -0.52% | |
| Benjamin Edwards Inc | 0.02% | 54,341 | $2,607,344 | $2,593,843 | -$13,501 | -0.52% | |
| Ifp Advisors, Inc | 0.04% | 51,150 | $2,454,290 | $2,441,528 | -$12,762 | -0.52% | |
| Investment Research Partners Llc | 0.87% | 50,339 | $2,136,636 | $2,402,816 | +$266,180 | +12.46% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 49,414 | $2,097,411 | $2,358,664 | +$261,253 | +12.46% | |
| Cwm, Llc | 0.01% | 45,132 | $1,915,658 | $2,154,272 | +$238,614 | +12.46% | |
| Valmark Advisers, Inc. | 0.02% | 42,603 | $1,808,297 | $2,033,556 | +$225,259 | +12.46% | |
| Cetera Investment Advisers | 0.00% | 42,153 | $1,789,198 | $2,012,077 | +$222,879 | +12.46% | |
| Jones Financial Companies Lllp | 0.00% | 39,818 | $1,665,173 | $1,900,621 | +$235,448 | +14.14% | |
| Rfg Advisory, Llc | 0.03% | 34,583 | $1,659,368 | $1,650,740 | -$8,628 | -0.52% | |
| Frontier Asset Management, Llc | 0.34% | 37,858 | $1,606,884 | $1,807,065 | +$200,181 | +12.46% | |
| First Heartland Consultants, Inc. | 0.09% | 29,710 | $1,425,564 | $1,418,139 | -$7,425 | -0.52% | |
| Susquehanna International Group, Llp | 0.00% | 31,722 | $1,346,450 | $1,514,177 | +$167,727 | +12.46% | |
| Sound Stewardship, Llc | 0.55% | 27,749 | $1,331,439 | $1,324,535 | -$6,904 | -0.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,248 | $1,307,440 | $1,300,621 | -$6,819 | -0.52% | |
| Worthpointe, Llc | 0.31% | 25,701 | $1,233,200 | $1,226,778 | -$6,422 | -0.52% | |
| United Capital Financial Advisors, Llc | 0.01% | 28,410 | $1,206,005 | $1,356,086 | +$150,081 | +12.44% | |
| Envestnet Asset Management Inc | 0.00% | 26,385 | $1,119,928 | $1,259,427 | +$139,499 | +12.46% | |
| J.W. Cole Advisors, Inc. | 0.02% | 22,862 | $1,096,987 | $1,091,265 | -$5,722 | -0.52% | |
| Sageoak Financial, Llc | 0.61% | 19,502 | $935,730 | $930,883 | -$4,847 | -0.52% | |
| Cerity Partners Llc | 0.00% | 21,838 | $926,920 | $1,042,387 | +$115,467 | +12.46% | |
| Truewealth Advisors, Llc | 0.21% | 19,147 | $918,715 | $913,938 | -$4,777 | -0.52% | |
| Allworth Financial Lp | 0.00% | 21,438 | $909,958 | $1,023,294 | +$113,336 | +12.46% | |
| Citadel Advisors Llc | 0.00% | 21,399 | $908,287 | $1,021,432 | +$113,145 | +12.46% | |
| Sowell Financial Services Llc | 0.03% | 17,963 | $861,904 | $857,422 | -$4,482 | -0.52% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 20,170 | $856,217 | $962,769 | +$106,552 | +12.44% | |
| Discipline Wealth Solutions, Llc | 0.07% | 16,906 | $811,187 | $806,969 | -$4,218 | -0.52% | |
| Farther Finance Advisors, Llc | 0.01% | 15,688 | $752,744 | $748,831 | -$3,913 | -0.52% | |
| Raymond James Financial Inc | 0.00% | 16,954 | $719,631 | $809,260 | +$89,629 | +12.45% | |
| Osaic Holdings, Inc. | 0.00% | 15,316 | $650,159 | $731,074 | +$80,915 | +12.45% | |
| Oneascent Wealth Management Llc | 0.20% | 14,006 | $594,481 | $668,544 | +$74,063 | +12.46% | |
| Geneos Wealth Management Inc. | 0.01% | 13,667 | $580,164 | $652,363 | +$72,199 | +12.44% |
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.