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Timothy Plan US Small Cap Core ETF
TPSC

73 hedge funds and large institutions have $97.2M invested in Timothy Plan US Small Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

56% more capital invested

Capital invested by funds: $62.4M → $97.2M (+$34.8M)

24% more funds holding

Funds holding: 59 → 73 (+14)

18.74% more ownership

Funds ownership: 39.14% → 57.88% (+19%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% 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
20
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
+$3.96M
2
LPL Financial
LPL Financial
California
+$2.04M
3
CW
CreativeOne Wealth
Kansas
+$1.49M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.15M
5
SFS
Sowell Financial Services
Arkansas
+$1.11M

Top Sellers

1
HGERS
Householder Group Estate & Retirement Specialist
Arizona
-$530K
2
DAS
Dynamic Advisor Solutions
Arizona
-$517K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$207K
4
FAM
Frontier Asset Management
Wyoming
-$197K
5
VA
Valmark Advisers
Ohio
-$189K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$951K -$41.2K -1,028 -4%
Citadel Advisors
27
Citadel Advisors
Florida
$834K +$303K +7,553 +55%
JWCA
28
J.W. Cole Advisors
Florida
$778K +$4.33K +108 +0.5%
AI
29
Atria Investments
North Carolina
$726K +$119K +2,975 +19%
VC
30
Vicus Capital
Pennsylvania
$578K +$39.7K +990 +7%
IA
31
IFP Advisors
Florida
$577K +$158K +3,941 +36%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$572K +$587K +14,640 New
AWA
33
Arete Wealth Advisors
Illinois
$438K +$115K +2,876 +35%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$431K +$61.3K +1,527 +16%
UBS Group
35
UBS Group
Switzerland
$395K +$7.94K +198 +2%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$394K -$8.1K -202 -2%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$380K -$17.1K -425 -4%
SF
38
SageOak Financial
Oklahoma
$354K +$364K +9,066 New
ASN
39
Advisory Services Network
Georgia
$311K -$51.4K -1,281 -14%
SF
40
Symphony Financial
Texas
$271K +$722 +18 +0.3%
EA
41
Efficient Advisors
Ohio
$256K +$923 +23 +0.4%
UCFA
42
United Capital Financial Advisors
Texas
$239K +$246K +6,128 New
SAM
43
Synergy Asset Management
Washington
$236K +$244K +6,074 New
Raymond James Financial
44
Raymond James Financial
Florida
$219K +$225K +5,615 New
Osaic Holdings
45
Osaic Holdings
Arizona
$202K +$16.2K +404 +8%
GWM
46
Geneos Wealth Management
Colorado
$196K +$49.9K +1,244 +33%
AF
47
Allworth Financial
California
$190K +$188K +4,691 New
VFA
48
Values First Advisors
Tennessee
$161K +$166K +4,129 New
Jones Financial Companies
49
Jones Financial Companies
Missouri
$136K +$91K +2,269 +188%
HWA
50
HHM Wealth Advisors
Tennessee
$126K – – –
1
2
3 4

TPSC Hedge Fund Activity: Q4 2024 in Review

73 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q4 2024, worth a combined $97.2M — up 56% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TPSC positions and 6 closed out — a net gain of 14 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.96M. The largest seller was Householder Group Estate & Retirement Specialist, exiting entirely with an estimated $530K sold.

  • 73 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $97.2M of Timothy Plan US Small Cap Core ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 20 funds opened new Timothy Plan US Small Cap Core ETF positions in Q4 2024 and 6 closed out, a net change of +14 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.96M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q4 2024 was Householder Group Estate & Retirement Specialist, an estimated $530K sold.

Based on aggregated 13F filings for Q4 2024.