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Timothy Plan US Small Cap Core ETF
TPSC

Overview Fund Activity

74 hedge funds and large institutions have $118M invested in Timothy Plan US Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
44
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$14.7M
2
TPBG
Turning Point Benefit Group
Maryland
$5.2M
3
SFS
Sowell Financial Services
Arkansas
$1.89M
4
IA
IFP Advisors
Florida
$1.84M
5
KAS
Kestra Advisory Services
Texas
$5.03M

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
$4.59M
2
CIA
Christian Investment Advisors
Texas
$10.6M
3
CFD
Creative Financial Designs
Indiana
$7.97M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$215K
5
EA
Efficient Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Sound Stewardship
Kansas
$935K -$5.07K -131 -0.5%
SEM
27
Strategic Equity Management
Arizona
$882K +$109K +2,809 +14%
JWCA
28
J.W. Cole Advisors
Florida
$799K +$3.95K +102 +0.5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$782K +$108K +2,784 +16%
SF
30
SageOak Financial
Oklahoma
$737K +$252K +6,520 +52%
MI
31
Moneywise Inc
Virginia
$726K +$66.3K +1,713 +10%
RA
32
RFG Advisory
Alabama
$719K +$148K +3,834 +26%
UCFA
33
United Capital Financial Advisors
Texas
$667K +$178K +4,592 +36%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$664K +$198K +5,126 +43%
TA
35
TrueWealth Advisors
Alabama
$644K +$7.27K +188 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$641K -$77.5K -2,001 -11%
VC
37
Vicus Capital
Pennsylvania
$634K +$49.3K +1,274 +8%
SB
38
Strategic Blueprint
Georgia
$619K -$161K -4,174 -21%
AF
39
Allworth Financial
California
$611K +$247K +6,381 +68%
AWA
40
Arete Wealth Advisors
Illinois
$490K +$153K +3,963 +46%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$461K +$15.6K +403 +4%
AWS
42
Atria Wealth Solutions
New York
$437K +$59.9K +1,492 +16%
SF
43
Symphony Financial
Texas
$423K +$187K +4,688 +79%
WMWM
44
Whitaker-Myers Wealth Managers
Ohio
$415K -$4.22K -109 -1%
UBS Group
45
UBS Group
Switzerland
$394K +$79.8K +2,064 +25%
GWM
46
Geneos Wealth Management
Colorado
$343K -$181K -4,686 -35%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$323K -$122K -3,143 -27%
ASN
48
Advisory Services Network
Georgia
$281K -$13.4K -343 -5%
PWMG
49
Pioneer Wealth Management Group
Texas
$270K +$270K +6,974 New
KCPG
50
Kavar Capital Partners Group
Kansas
$270K +$44.5K +1,150 +20%
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