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Timothy Plan US Small Cap Core ETF

72 hedge funds and large institutions have $102M invested in Timothy Plan US Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
41
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCPG
51
Kavar Capital Partners Group
Kansas
$216K +$216K +5,824 New
Raymond James Financial
52
Raymond James Financial
Florida
$210K +$1.74K +47 +0.8%
SF
53
Symphony Financial
Texas
$202K -$24.5K -721 -11%
DAS
54
Dynamic Advisor Solutions
Arizona
$201K +$201K +5,439 New
HWA
55
HHM Wealth Advisors
Tennessee
$119K
VFA
56
Values First Advisors
Tennessee
$108K -$44.4K -1,200 -29%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$85.8K +$85.8K +2,316 New
MCA
58
Midwest Capital Advisors
Michigan
$69.2K +$37 +1 +0.1%
PS
59
Principal Securities
Iowa
$68.9K
HI
60
Harbour Investments
Wisconsin
$67.7K -$407 -11 -0.6%
WW
61
Winnow Wealth
Texas
$47.8K +$1.15K +31 +2%
NRG
62
Nemes Rush Group
Michigan
$45.9K
BTI
63
Blue Trust Inc
Georgia
$42.1K +$21.7K +585 +106%
MG
64
Mather Group
Illinois
$38.7K
AF
65
Advisornet Financial
Minnesota
$22.7K +$222 +6 +1%
LFG
66
Larson Financial Group
Missouri
$19.3K +$2K +54 +12%
GM
67
GeoWealth Management
Illinois
$13.5K -$444 -12 -3%
CA
68
CoreCap Advisors
Michigan
$11.8K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$8.81K +$5.04K +136 +133%
CAM
70
Creekmur Asset Management
Illinois
$6.04K -$1.44K -39 -19%
RF
71
Rossby Financial
Florida
$4.96K +$4.96K +139 New
Comerica Bank
72
Comerica Bank
Texas
$3.22K +$481 +13 +18%
SFS
73
Sowell Financial Services
Arkansas
-$1.88M -48,189 Closed
AI
74
Atria Investments
North Carolina
-$726K -18,593 Closed
SAM
75
Synergy Asset Management
Washington
-$236K -6,074 Closed