TIMOTHY PLAN US SMALL CAP CO TPSC
$47.75
-0.3% 52w: $37.23 – $47.98
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data37.2342.6147.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
+4 QoQ
13F value
$230.9M
+11.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TPSC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 915.3K | $38.8M | 0.0% | +119.2% |
| WESTWOOD HOLDINGS GROUP INC | Other | 580.0K | $24.6M | 0.2% | Held |
| Christian Investment Advisors, Inc. | Wealth advisor | 339.5K | $14.8M | 9.4% | +0.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 289.5K | $12.3M | 0.7% | -0.7% |
| Bare Financial Services, Inc | Wealth advisor | 262.5K | $11.1M | 2.9% | +3.1% |
| Faithward Advisors, LLC | Other | 184.3K | $7.8M | 1.1% | +1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 182.7K | $7.8M | 0.0% | -17.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 180.3K | $7.7M | 0.0% | -66.3% |
| Plan A Wealth LLC | Wealth advisor | 176.5K | $7.5M | 3.6% | +2.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 160.3K | $6.8M | 0.0% | +12.2% |
| O'Connor Financial Group LLC | Wealth advisor | 153.0K | $6.5M | 2.7% | -0.9% |
| OneAscent Financial Services LLC | Wealth advisor | 151.0K | $6.4M | 0.3% | +7.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 138.8K | $5.9M | 0.1% | New |
| ASSETMARK, INC | Wealth advisor | 120.4K | $5.1M | 0.0% | +4.5% |
| Turning Point Benefit Group, Inc. | Wealth advisor | 141.8K | $4.9M | 3.1% | +62.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 101.4K | $4.3M | 0.0% | -33.6% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 93.8K | $4.0M | 0.1% | +12.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 86.9K | $3.7M | 0.0% | New |
| Sound Financial Strategies Group, LLC | Wealth advisor | 72.9K | $3.1M | 2.1% | +71.5% |
| XY Planning Network, Inc. | Wealth advisor | 53.7K | $2.3M | 0.4% | +12.5% |
| Investment Research Partners LLC | Other | 50.3K | $2.1M | 0.9% | +7.7% |
| IFP Advisors, Inc | Wealth advisor | 50.2K | $2.1M | 0.0% | +1.5% |
| FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 49.5K | $2.1M | 0.7% | +52.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 49.4K | $2.1M | 0.0% | +52.5% |
| CWM, LLC | Wealth advisor | 45.1K | $1.9M | 0.0% | -3.2% |
| Valmark Advisers, Inc. | Wealth advisor | 42.6K | $1.8M | 0.0% | +2.8% |
| Cetera Investment Advisers | Wealth advisor | 42.2K | $1.8M | 0.0% | +3.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 40.3K | $1.7M | 0.0% | +149.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 39.8K | $1.7M | 0.0% | +30.6% |
| Frontier Asset Management, LLC | Wealth advisor | 37.9K | $1.6M | 0.3% | +12.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 31.7K | $1.3M | 0.0% | +103.3% |
| RFG Advisory, LLC | Wealth advisor | 29.8K | $1.3M | 0.0% | +12.7% |
| WorthPointe, LLC | Wealth advisor | 29.7K | $1.3M | 0.3% | -29.3% |
| Sound Stewardship, LLC | Wealth advisor | 28.7K | $1.2M | 0.6% | +2.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 28.4K | $1.2M | 0.0% | +7.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 28.1K | $1.2M | 0.1% | -0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 26.4K | $1.1M | 0.0% | -5.8% |
| Cerity Partners LLC | Diversified mechanical | 21.8K | $927K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 21.4K | $910K | 0.0% | +8.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.4K | $908K | 0.0% | -30.3% |
| Chevy Chase Trust Holdings, LLC | Other | 20.2K | $856K | 0.0% | New |
| SageOak Financial, LLC | Wealth advisor | 20.1K | $854K | 0.6% | -1.0% |
| Sowell Financial Services LLC | Wealth advisor | 17.1K | $726K | 0.0% | -48.4% |
| TrueWealth Advisors, LLC | Wealth advisor | 17.0K | $723K | 0.2% | -19.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.0K | $720K | 0.0% | +11.1% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 16.4K | $696K | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 15.9K | $673K | 0.0% | +7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 15.8K | $669K | 0.0% | +2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.3K | $650K | 0.0% | -27.2% |
| OneAscent Wealth Management LLC | Wealth advisor | 14.0K | $594K | 0.2% | -13.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.