IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Timothy Plan US Small Cap Co (TPSC)

CUSIP: 887432342 | NYSE | 154 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Christian Investment Advisors, Inc.334,843
9.2% of portfolio›$15.0M
Creative Financial Designs Inc311,978
0.6% of portfolio›$13.9M
Bare Financial Services, Inc280,369
2.8% of portfolio›$12.5M
Plan A Wealth LLC188,447
3.0% of portfolio›$8.4M
Kestra Advisory Services, LLC176,949
0.0% of portfolio›$7.9M
O'Connor Financial Group LLC154,733
2.5% of portfolio›$6.9M
Assetmark, Inc138,909
0.0% of portfolio›$6.2M
Wealth Enhancement Advisory Services, LLC134,584
0.0% of portfolio›$6.1M
EverSource Wealth Advisors, LLC107,485
0.2% of portfolio›$4.8M
Turning Point Benefit Group, Inc.71,547
1.3% of portfolio›$3.2M
Sound Financial Strategies Group, LLC68,123
2.1% of portfolio›$3.0M
Family Wealth Partners, LLC56,188
0.8% of portfolio›$2.5M
XY Planning Network, Inc.53,367
0.3% of portfolio›$2.4M
Investment Research Partners LLC52,887
0.8% of portfolio›$2.4M
IFP Advisors, Inc49,697
0.0% of portfolio›$2.2M
RFG Advisory, LLC38,580
0.0% of portfolio›$1.7M
Sound Stewardship, LLC29,929
0.5% of portfolio›$1.3M
First Heartland Consultants, Inc.29,673
0.1% of portfolio›$1.3M
Commonwealth Equity Services, LLC27,168
0.0% of portfolio›$1.2M
J.W. Cole Advisors, Inc.23,091
0.0% of portfolio›$1.0M
SageOak Financial, LLC20,948
0.6% of portfolio›$936.5K
TrueWealth Advisors, LLC20,061
0.2% of portfolio›$896.8K
Discipline Wealth Solutions, LLC17,403
0.1% of portfolio›$778.0K
Farther Finance Advisors, LLC16,321
0.0% of portfolio›$729.6K
Cambridge Investment Research Advisors, Inc.14,549
0.0% of portfolio›$650
Vicus Capital13,505
0.0% of portfolio›$603.7K
Pioneer Wealth Management Group9,306
0.1% of portfolio›$416.0K
Symphony Financial, Ltd. Co.9,246
0.0% of portfolio›$414.8K
Values First Advisors, Inc.9,081
0.2% of portfolio›$406.0K
Summit Wealth Group LLC / Co5,757
0.0% of portfolio›$257.4K
BFI Wealth Solutions, LLC5,507
0.2% of portfolio›$246.2K
Demars Financial Group, LLC5,369
0.1% of portfolio›$240.0K
Whitaker-Myers Wealth Managers, Ltd.5,019
0.0% of portfolio›$224.4K
Security Financial Services, Inc.4,619
0.0% of portfolio›$206.5K
Blue Trust, Inc.3,726
0.0% of portfolio›$166.6K
Midwest Capital Advisors, LLC2,258
0.0% of portfolio›$101.0K
Rossby Financial, LCC2,034
0.0% of portfolio›$90.9K
Nemes Rush Group LLC1,240
0.0% of portfolio›$55.4K
CX Institutional1,239
0.0% of portfolio›$55
Mather Group, Llc.435
0.0% of portfolio›$19.4K
CoreCap Advisors, LLC320
0.0% of portfolio›$14.3K
First Premier Bank175
0.0% of portfolio›$8
Fifth Third Bancorp121
0.0% of portfolio›$5.4K
Main Street Group, LTD78
0.0% of portfolio›$3.5K
StyleTurnoverLocationFiled
Christian Investment Advisors, Inc.
334,843$15.0M9.2%ETFMediumNew Braunfels, TX2026-11-03
Creative Financial Designs Inc
311,978$13.9M0.6%ETFMediumKokomo, IN2026-11-04
Bare Financial Services, Inc
280,369$12.5M2.8%ETFVery LowGap, PA2026-11-04
Plan A Wealth LLC
188,447$8.4M3.0%CoreLowLincoln, NE2026-10-08
Kestra Advisory Services, LLC
176,949$7.9M0.0%CoreLowAustin, TX2026-11-02
O'Connor Financial Group LLC
154,733$6.9M2.5%ETFLowQuincy, IL2026-10-26
Assetmark, Inc
138,909$6.2M0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
134,584$6.1M0.0%CoreLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
107,485$4.8M0.2%CoreMediumBirmingham, AL2026-11-04
Turning Point Benefit Group, Inc.
71,547$3.2M1.3%ETFMediumFrederick, MD2026-10-28
Sound Financial Strategies Group, LLC
68,123$3.0M2.1%ETFMediumMadison, MS2026-10-30
Family Wealth Partners, LLC
56,188$2.5M0.8%ETFLowMatthews, NC2026-10-20
XY Planning Network, Inc.
53,367$2.4M0.3%ETFLowBozeman, MT2026-10-14
Investment Research Partners LLC
52,887$2.4M0.8%CoreLowLemont, PA2026-10-19
IFP Advisors, Inc
49,697$2.2M0.0%GrowthLowTampa, FL2026-10-16
RFG Advisory, LLC
38,580$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Sound Stewardship, LLC
29,929$1.3M0.5%ETFVery LowOverland Park, KS2026-10-14
First Heartland Consultants, Inc.
29,673$1.3M0.1%ETFMediumLake St. Louis, MO2026-10-08
Commonwealth Equity Services, LLC
27,168$1.2M0.0%ETFLowWaltham, MA2026-11-02
J.W. Cole Advisors, Inc.
23,091$1.0M0.0%IndexLowTampa, FL2026-11-05
SageOak Financial, LLC
20,948$936.5K0.6%ETFLowTulsa, OK2026-10-19
TrueWealth Advisors, LLC
20,061$896.8K0.2%ETFMediumBirmingham, AL2026-10-09
Discipline Wealth Solutions, LLC
17,403$778.0K0.1%ETFLowGreenville, SC2026-10-14
Farther Finance Advisors, LLC
16,321$729.6K0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
14,549$6500.0%ETFLowFairfield, IA2026-11-02
Vicus Capital
13,505$603.7K0.0%ETFMediumState College, PA2026-11-05
Pioneer Wealth Management Group
9,306$416.0K0.1%ETFLowAustin, TX2026-10-09
Symphony Financial, Ltd. Co.
9,246$414.8K0.0%GrowthLowHouston, TX2026-10-22
Values First Advisors, Inc.
9,081$406.0K0.2%CoreMediumJohnson City, TN2026-10-23
Summit Wealth Group LLC / Co
5,757$257.4K0.0%ETFHighColorado Springs, CO2026-10-29
BFI Wealth Solutions, LLC
5,507$246.2K0.2%ETFLowDallas, TX2026-10-16
Demars Financial Group, LLC
5,369$240.0K0.1%ETFLowSpokane Valley, WA2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
5,019$224.4K0.0%ETFMediumMansfield, OH2026-10-09
Security Financial Services, Inc.
4,619$206.5K0.0%ETFMediumFort Wayne, IN2026-10-29
Blue Trust, Inc.
3,726$166.6K0.0%ETFLowBrentwood, TN2026-10-15
Midwest Capital Advisors, LLC
2,258$101.0K0.0%ETFHighGrand Rapids, MI2026-11-04
Rossby Financial, LCC
2,034$90.9K0.0%ETFMediumMelbourne, FL2026-11-05
Nemes Rush Group LLC
1,240$55.4K0.0%CoreVery LowNovi, MI2026-11-04
CX Institutional
1,239$550.0%CoreMediumAuburn, IN2026-10-02
Mather Group, Llc.
435$19.4K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
320$14.3K0.0%ETFMediumSouthfield, MI2026-10-08
First Premier Bank
175$80.0%CoreVery LowSioux Falls, SD2026-10-13
Fifth Third Bancorp
121$5.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Main Street Group, LTD
78$3.5K0.0%ETFMediumGlen Allen, VA2026-10-28