Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Timothy Plan (TPLC)

96 + Investors. Track Smart Money conviction in TPLC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — TPLC

Based on 96 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TPLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
96 funds currently hold this stock — 92% of the 3.0-year high of 104 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

52 buying39 selling
Last quarter: 52 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 22 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
46 out of 96 hedge funds have held TPLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

9 → 7 → 8 → 22 → 7 new funds/Q
New funds entering each quarter: 7 → 8 → 22 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 21% 1-2yr ■ 30% new
Of 96 current holders: 47 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
13 of 96 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TPLC

In 2026 Q1, 52 hedge funds were net buyers of TPLC (7 opened a new position, 45 added to an existing one), while 39 reduced or exited (24 trimmed, 15 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 96.

Hedge Fund Ownership: TPLC

How many hedge funds hold TPLC — quarterly history vs. share price
Quarterly hedge fund ownership of TPLC vs. share price

Market Analysis: TPLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Timothy Plan (TPLC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TPLC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
TPLC
nan%
SPY
+15.1%

TPLC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
TPLC
nan%
SPY
+1.3%

Since the filing became public, TPLC outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: TPLC
96 + Investors

Track Smart Money conviction in TPLC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 104 -7.69%
13F Shares 4M 4M -0.27%
Total Value $169M $171M -1.04%
New Positions 7 22 -15
Increased Positions 45 47 -2
Closed Positions 15 7 +8
Reduced Positions 24 22 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPLC

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Financial Highlights

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Institutional Holders (2026 Q1)

96 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TPLC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TPLC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Christian Investment Advisors, Inc. 15.80% 530,510 $25.0M
2 Bare Financial Services, Inc 2.59% 210,668 $9.8M
3 Sound Financial Strategies Group, LLC 2.44% 76,927 $3.6M
4 Cornerstone Financial Management LLC 1.97% 46,194 $2.1M
5 Faithward Advisors, LLC 1.23% 185,236 $8.6M
6 O'Connor Financial Group LLC 0.70% 36,827 $1.7M
7 Turning Point Benefit Group, Inc. 0.66% 21,961 $1.0M
8 Creative Financial Designs Inc /Adv 0.47% 167,762 $7.8M
9 LVZ, Inc. 0.46% 86,077 $4.0M
10 Sound Stewardship, LLC 0.40% 18,991 $882K
11 Values First Advisors, Inc. 0.33% 13,453 $625K
12 BOS Asset Management, LLC 0.28% 23,785 $1.1M
13 Win Advisors, Inc 0.27% 12,587 $585K
14 First Heartland Consultants, Inc. 0.25% 71,246 $3.3M
15 Westwood Holdings Group Inc 0.21% 616,000 $28.6M
16 Geneos Wealth Management Inc. 0.21% 191,301 $8.9M
17 LifeWealth Investments, LLC 0.17% 12,563 $583K
18 Financial Advisory Corp 0.16% 24,674 $1.1M
19 Tulsa Wealth Advisors, INC 0.13% 15,770 $732K
20 Sowell Financial Services LLC 0.13% 73,233 $3.4M
21 Founders Grove Wealth Partners, LLC 0.12% 11,212 $521K
22 Frontier Asset Management, LLC 0.11% 11,124 $517K
23 OneAscent Wealth Management LLC 0.10% 6,773 $315K
24 BCGM Wealth Management, LLC 0.10% 8,300 $385K
25 Vicus Capital 0.10% 28,058 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Timothy Plan (TPLC)

What does the Smart Money Trend signal show for TPLC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TPLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TPLC?

Slight buying edge — 57% buying: Last quarter: 52 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TPLC holders?

Smaller funds dominant — 15% AUM from top-100: 13 of 96 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TPLC?

48% of holders stayed for 2+ years: 46 out of 96 hedge funds have held TPLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Timothy Plan (TPLC) following the 2026 Q1 hedge fund 13F filings?

As of today, TPLC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TPLC has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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