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Timothy Plan US Small Cap Core ETF
TPSC

75 hedge funds and large institutions have $125M invested in Timothy Plan US Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $105M → $125M (+$19.7M)

3.11% more ownership

Funds ownership: 57.52% → 60.63% (+3.1%)

3% more funds holding

Funds holding: 73 → 75 (+2)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
46
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.18M
2
TPBG
Turning Point Benefit Group
Maryland
+$4.55M
3
PAW
Plan A Wealth
Nebraska
+$2.41M
4
SFS
Sowell Financial Services
Arkansas
+$1.8M
5
IA
IFP Advisors
Florida
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$3.38M
2
CIA
Christian Investment Advisors
Texas
-$1.97M
3
CFD
Creative Financial Designs
Indiana
-$660K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$374K
5
EA
Efficient Advisors
Ohio
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$958K – – –
SS
27
Sound Stewardship
Kansas
$935K -$4.84K -131 -0.5%
SEM
28
Strategic Equity Management
Arizona
$882K +$104K +2,809 +14%
Osaic Holdings
29
Osaic Holdings
Arizona
$818K +$95.9K +2,596 +14%
JWCA
30
J.W. Cole Advisors
Florida
$799K +$3.77K +102 +0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$782K +$103K +2,784 +16%
SF
32
SageOak Financial
Oklahoma
$737K +$241K +6,520 +52%
MI
33
Moneywise Inc
Virginia
$726K +$63.3K +1,713 +10%
RA
34
RFG Advisory
Alabama
$719K +$142K +3,834 +26%
UCFA
35
United Capital Financial Advisors
Texas
$667K +$170K +4,592 +36%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$664K +$189K +5,126 +43%
TA
37
TrueWealth Advisors
Alabama
$644K +$6.94K +188 +1%
VC
38
Vicus Capital
Pennsylvania
$634K +$47K +1,274 +8%
SB
39
Strategic Blueprint
Georgia
$619K -$154K -4,174 -21%
AF
40
Allworth Financial
California
$611K +$236K +6,381 +68%
AWA
41
Arete Wealth Advisors
Illinois
$490K +$146K +3,963 +46%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$461K +$14.9K +403 +4%
AWS
43
Atria Wealth Solutions
New York
$437K +$55.1K +1,492 +16%
SF
44
Symphony Financial
Texas
$423K +$173K +4,688 +79%
WMWM
45
Whitaker-Myers Wealth Managers
Ohio
$415K -$4.03K -109 -1%
UBS Group
46
UBS Group
Switzerland
$394K +$76.2K +2,064 +25%
GWM
47
Geneos Wealth Management
Colorado
$343K -$173K -4,686 -35%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$323K -$116K -3,143 -27%
ASN
49
Advisory Services Network
Georgia
$281K -$12.7K -343 -5%
PWMG
50
Pioneer Wealth Management Group
Texas
$270K +$258K +6,974 New
1
2
3 4

TPSC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q2 2025, worth a combined $125M — up 19% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPSC positions and 4 closed out — a net gain of 2 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.18M. The largest seller was OneAscent Financial Services, cutting an estimated $3.38M.

  • 75 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q2 2025, up from 73 in Q1 2025.
  • Funds reported $125M of Timothy Plan US Small Cap Core ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 6 funds opened new Timothy Plan US Small Cap Core ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q2 2025 was LPL Financial, an estimated $6.18M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q2 2025 was OneAscent Financial Services, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2025.