TPSC — Timothy Plan Institutional Holders · Q3 2026
Who owns Timothy Plan (TPSC)? 8 institutions reported holding $12.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Plan A Wealth LLC ($8.4M), First Heartland Consultants, Inc. ($1.3M), TrueWealth Advisors, LLC ($896,822).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plan A Wealth LLC | $8.4M | 188,447 | Added |
| 2 | First Heartland Consultants, Inc. | $1.3M | 29,673 | Trimmed |
| 3 | TrueWealth Advisors, LLC | $896,822 | 20,061 | Added |
| 4 | Farther Finance Advisors, LLC | $729,641 | 16,321 | Added |
| 5 | Pioneer Wealth Management Group | $416,040 | 9,306 | Hold |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $224,369 | 5,019 | Added |
| 7 | CX Institutional | $55,000 | 1,239 | Hold |
| 8 | CoreCap Advisors, LLC | $14,306 | 320 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30