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Timothy Plan US Small Cap Core ETF

89 hedge funds and large institutions have $231M invested in Timothy Plan US Small Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $208M → $231M (+$23.1M)

3% more funds holding

Funds holding: 8689 (+3)

0.12% less ownership

Funds ownership: 76.91%76.79% (-0.12%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
42
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$1.81M +$49.9K +1,145 +3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.79M +$64.3K +1,474 +4%
BEI
28
Benjamin Edwards Inc
Missouri
$1.71M +$1.05M +24,143 +150%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.67M +$407K +9,334 +31%
FAM
30
Frontier Asset Management
Wyoming
$1.61M +$187K +4,283 +13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.35M +$703K +16,122 +103%
RA
32
RFG Advisory
Alabama
$1.26M +$146K +3,347 +13%
W
33
WorthPointe
California
$1.26M -$538K -12,325 -29%
SS
34
Sound Stewardship
Kansas
$1.22M +$24.9K +571 +2%
UCFA
35
United Capital Financial Advisors
Texas
$1.21M +$91.2K +2,092 +8%
FHC
36
First Heartland Consultants
Missouri
$1.19M -$9.03K -207 -0.7%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.12M -$71.2K -1,633 -6%
Cerity Partners
38
Cerity Partners
New York
$927K
AF
39
Allworth Financial
California
$910K +$69.4K +1,592 +8%
Citadel Advisors
40
Citadel Advisors
Florida
$908K -$405K -9,288 -30%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$856K +$880K +20,170 New
SF
42
SageOak Financial
Oklahoma
$854K -$9.29K -213 -1%
SFS
43
Sowell Financial Services
Arkansas
$726K -$701K -16,078 -48%
TA
44
TrueWealth Advisors
Alabama
$723K -$176K -4,043 -19%
Raymond James Financial
45
Raymond James Financial
Florida
$720K +$74K +1,697 +11%
DWS
46
Discipline Wealth Solutions
South Carolina
$696K +$715K +16,401 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$673K +$47.8K +1,096 +7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$669K +$16.6K +381 +2%
Osaic Holdings
49
Osaic Holdings
Arizona
$650K -$249K -5,715 -27%
OWM
50
OneAscent Wealth Management
Alabama
$594K -$92.8K -2,128 -13%

TPSC Hedge Fund Activity: Q1 2026 in Review

89 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q1 2026, worth a combined $231M — up 11% from $208M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPSC positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.7M. The largest seller was Ameriprise, cutting an estimated $15.5M.

  • 89 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $231M of Timothy Plan US Small Cap Core ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Small Cap Core ETF positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q1 2026 was LPL Financial, an estimated $21.7M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q1 2026 was Ameriprise, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2026.