Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Timothy Plan (TPIF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
70%

Smart Money Signals — TPIF

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TPIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold TPIF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

59 buying25 selling
Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 14 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 80 current holders: 29 (36%) held >2 years, 26 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

10 → 10 → 13 → 14 → 13 new funds/Q
New funds entering each quarter: 10 → 13 → 14 → 13. A growing number of institutions are discovering TPIF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 42% veterans vs 36% newcomers

■ 42% veterans ■ 21% 1-2yr ■ 36% new
Entry-cohort mix of 80 holders: 34 (42%) are 2+ year veterans, 17 entered 1–2 years ago, and 29 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
8 of 80 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — TPIF

In 2026 Q2, 59 hedge funds were net buyers of TPIF (13 opened a new position, 46 added to an existing one), while 25 reduced or exited (15 trimmed, 10 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 80.

Hedge Fund Ownership: TPIF

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

Market Analysis: TPIF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TPIF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: TPIF
80 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 80 77 3.9%
13F Shares 3M 4M -3.71%
Total Value $120M $124M -3.19%
New Positions 13 14 -1
Increased Positions 46 32 +14
Closed Positions 10 7 +3
Reduced Positions 15 23 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TPIF

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Institutional Holders (2026 Q2)

80 + investors

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

QUARTER:
Top 25 TPIF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Connor Financial Group LLC 4.33% 328,274 $12.2M
2 Sound Financial Strategies Group, LLC 4.25% 179,280 $6.7M
3 Turning Point Benefit Group, Inc. 1.66% 103,650 $3.9M
4 Family Wealth Partners, LLC 0.92% 80,497 $3.0M
5 Creative Financial Designs Inc /Adv 0.85% 481,131 $18.0M
6 Sound Stewardship, LLC 0.85% 55,410 $2.1M
7 Christian Investment Advisors, Inc. 0.50% 22,747 $849K
8 LVZ, Inc. 0.49% 129,799 $4.8M
9 Ridgeline Wealth, LLC 0.46% 21,136 $789K
10 WorthPointe, LLC 0.32% 33,745 $1.3M
11 Win Advisors, Inc 0.21% 16,021 $598K
12 BFI Wealth Solutions, LLC 0.17% 6,195 $231K
13 Summit Wealth Group LLC / Co 0.17% 55,184 $2.1M
14 Moneywise, INC. 0.15% 11,130 $415K
15 Strategic Equity Management 0.15% 12,060 $450K
16 Firethorn Wealth Partners, LLC 0.12% 10,189 $380K
17 Values First Advisors, Inc. 0.11% 4,659 $235K
18 Demars Financial Group, LLC 0.10% 10,076 $376K
19 First Heartland Consultants, Inc. 0.07% 29,496 $1.1M
20 EverSource Wealth Advisors, LLC 0.07% 53,556 $2.0M
21 Benjamin Edwards Inc 0.06% 179,085 $6.7M
22 Faithward Advisors, LLC 0.05% 11,443 $427K
23 Gwn Securities INC. 0.05% 8,250 $308K
24 Bedel Financial Consulting, Inc. 0.04% 10,110 $377K
25 Kavar Capital Partners Group, LLC 0.04% 7,662 $286K
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 (TPIF)

What does the Smart Money Trend signal show for TPIF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TPIF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TPIF?

More buyers than sellers — 70% buying: Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TPIF holders?

Smaller funds dominant — 18% AUM from top-100: 8 of 80 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TPIF?

Mixed — 36% long-term, 31% new: Of the 80 current holders: 29 (36%) held >2 years, 26 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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