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Timothy Plan US Small Cap Core ETF
TPSC

Overview Fund Activity

72 hedge funds and large institutions have $95.3M invested in Timothy Plan US Small Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+13
Holders Change %
+22.03%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Christian Investment Advisors
Texas
$12.7M
2
TPBG
2
Turning Point Benefit Group
Maryland
$6.37M
3
OFS
3
OneAscent Financial Services
Alabama
$3.86M
4
LPL Financial
4
LPL Financial
California
$7.54M
5
CW
5
CreativeOne Wealth
Kansas
$1.45M

Top Sellers

1
HGERS
1
Householder Group Estate & Retirement Specialist
Arizona
$0
2
DAS
2
Dynamic Advisor Solutions
Arizona
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
FAM
4
Frontier Asset Management
Wyoming
$1.91M
5
VA
5
Valmark Advisers
Ohio
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$834K 21,350 +7,553 +55%
JWCA
27
J.W. Cole Advisors
Florida
$778K 19,929 +108 +0.5%
AI
28
Atria Investments
North Carolina
$726K 18,593 +2,975 +19%
VC
29
Vicus Capital
Pennsylvania
$578K 14,802 +990 +7%
IA
30
IFP Advisors
Florida
$577K 14,777 +3,941 +36%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$572K 14,640 +14,640 New
AWA
32
Arete Wealth Advisors
Illinois
$438K 11,188 +2,876 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$431K 11,048 +1,527 +16%
UBS Group
34
UBS Group
Switzerland
$395K 10,112 +198 +2%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$394K 10,079 -202 -2%
WMWM
36
Whitaker-Myers Wealth Managers
Ohio
$380K 9,721 -425 -4%
SF
37
SageOak Financial
Oklahoma
$354K 9,066 +9,066 New
ASN
38
Advisory Services Network
Georgia
$311K 7,959 -1,281 -14%
SF
39
Symphony Financial
Texas
$271K 6,663 +18 +0.3%
EA
40
Efficient Advisors
Ohio
$256K 6,565 +23 +0.4%
UCFA
41
United Capital Financial Advisors
Texas
$239K 6,128 +6,128 New
SAM
42
Synergy Asset Management
Washington
$236K 6,074 +6,074 New
Raymond James Financial
43
Raymond James Financial
Florida
$219K 5,615 +5,615 New
Osaic Holdings
44
Osaic Holdings
Arizona
$202K 5,181 +404 +8%
GWM
45
Geneos Wealth Management
Colorado
$196K 5,012 +1,244 +33%
AF
46
Allworth Financial
California
$190K 4,691 +4,691 New
VFA
47
Values First Advisors
Tennessee
$161K 4,129 +4,129 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$136K 3,474 +2,269 +188%
HWA
49
HHM Wealth Advisors
Tennessee
$126K 3,218 – –
MCA
50
Midwest Capital Advisors
Michigan
$72.9K 1,868 +1,868 New
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2
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