Timothy Plan

CUSIP: 887432276 | 35 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2025

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LPL Financial LLC73,771

0.0% of portfolio$1.9M

Cambridge Investment Research Advisors, Inc.70,508

0.0% of portfolio$1.8K

Turning Point Benefit Group, Inc.20,268

0.3% of portfolio$528.0K

Citadel Advisors LLC16,067

0.0% of portfolio$419.6K

Creative Financial Designs Inc15,884

0.0% of portfolio$414.8K

First Heartland Consultants, Inc.15,611

0.0% of portfolio$407.7K

Optivise Advisory Services LLC10,168

0.2% of portfolio$265.5K

Winnacle Wealth LLC4,938

0.1% of portfolio$133.3K

Osaic Holdings, Inc.4,550

0.0% of portfolio$118.4K

EverSource Wealth Advisors, LLC3,465

0.0% of portfolio$90.5K

UBS Group AG2,763

0.0% of portfolio$72.2K

Sound Financial Strategies Group, LLC406

0.0% of portfolio$10.6K

Advisory Services Network, LLC230

0.0% of portfolio$6.0K

Wealth Watch Advisors, Inc223

0.0% of portfolio$5.8K

Ameritas Advisory Services, LLC111

0.0% of portfolio$2.9K

Morgan Stanley1

0.0% of portfolio$27

				Style	Turnover	Location	Filed
LPL Financial LLC	73,771	$1.9M	0.0%	Index	Very Low	Fort Mill, SC	2025-11-12
Cambridge Investment Research Advisors, Inc.	70,508	$1.8K	0.0%	ETF	Low	Fairfield, IA	2025-11-12
Turning Point Benefit Group, Inc.	20,268	$528.0K	0.3%	ETF	Medium	Frederick, MD	2025-11-17
Citadel Advisors LLC	16,067	$419.6K	0.0%	Core	Very High	Miami, FL	2025-11-14
Creative Financial Designs Inc	15,884	$414.8K	0.0%	ETF	Medium	Kokomo, IN	2025-11-12
First Heartland Consultants, Inc.	15,611	$407.7K	0.0%	ETF	Medium	Lake St. Louis, MO	2025-11-10
Optivise Advisory Services LLC	10,168	$265.5K	0.2%	ETF	Medium	Franklin, TN	2025-10-17
Winnacle Wealth LLC	4,938	$133.3K	0.1%	Core	Medium	Waco, TX	2025-11-04
Osaic Holdings, Inc.	4,550	$118.4K	0.0%	Index	Low	Scottsdale, AZ	2025-11-14
EverSource Wealth Advisors, LLC	3,465	$90.5K	0.0%	Core	Medium	Birmingham, AL	2025-11-10
UBS Group AG	2,763	$72.2K	0.0%	Core	Medium	Zurich, Switzerland	2025-11-13
Sound Financial Strategies Group, LLC	406	$10.6K	0.0%	ETF	Medium	Madison, MS	2025-10-23
Advisory Services Network, LLC	230	$6.0K	0.0%	Growth	Low	Atlanta, GA	2025-11-18
Wealth Watch Advisors, Inc	223	$5.8K	0.0%	ETF	Medium	Englewood, CO	2025-11-13
Ameritas Advisory Services, LLC	111	$2.9K	0.0%	ETF	High	Lincoln, NE	2025-11-06
Morgan Stanley	1	$27	0.0%	Core	Low	New York, NY	2026-05-27