We are live on ! Find out more
TPSC icon

Timothy Plan US Small Cap Core ETF

73 hedge funds and large institutions have $105M invested in Timothy Plan US Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 13

8% more capital invested

Capital invested by funds: $97.2M → $105M (+$7.7M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.36% less ownership

Funds ownership: 57.88%57.52% (-0.36%)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
42
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
51
Mosaic Family Wealth Partners
Missouri
$228K +$239K +6,159 New
KCPG
52
Kavar Capital Partners Group
Kansas
$216K +$226K +5,824 New
Raymond James Financial
53
Raymond James Financial
Florida
$210K +$1.83K +47 +0.8%
SF
54
Symphony Financial
Texas
$202K -$28K -721 -11%
DAS
55
Dynamic Advisor Solutions
Arizona
$201K +$211K +5,439 New
HWA
56
HHM Wealth Advisors
Tennessee
$119K
VFA
57
Values First Advisors
Tennessee
$108K -$46.7K -1,200 -29%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$85.8K +$90.1K +2,316 New
MCA
59
Midwest Capital Advisors
Michigan
$69.2K +$39 +1 +0.1%
PS
60
Principal Securities
Iowa
$68.9K
HI
61
Harbour Investments
Wisconsin
$67.7K -$428 -11 -0.6%
WW
62
Winnow Wealth
Texas
$47.8K +$1.21K +31 +2%
NRG
63
Nemes Rush Group
Michigan
$45.9K
BTI
64
Blue Trust Inc
Georgia
$42.1K +$22.7K +585 +106%
MG
65
Mather Group
Illinois
$38.7K
AF
66
Advisornet Financial
Minnesota
$22.7K +$233 +6 +1%
LFG
67
Larson Financial Group
Missouri
$19.3K +$2.1K +54 +12%
GM
68
GeoWealth Management
Illinois
$13.5K -$467 -12 -3%
CA
69
CoreCap Advisors
Michigan
$11.8K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$8.81K +$5.29K +136 +133%
CAM
71
Creekmur Asset Management
Illinois
$6.04K -$1.52K -39 -19%
RF
72
Rossby Financial
Florida
$4.96K +$5.41K +139 New
Comerica Bank
73
Comerica Bank
Texas
$3.22K +$505 +13 +18%
SFS
74
Sowell Financial Services
Arkansas
-$1.88M -48,189 Closed
AI
75
Atria Investments
North Carolina
-$726K -18,593 Closed

TPSC Hedge Fund Activity: Q1 2025 in Review

73 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q1 2025, worth a combined $105M — up 7.9% from $97.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPSC positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 13 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $4.33M. The largest seller was Turning Point Benefit Group, cutting an estimated $5.91M.

  • 73 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $105M of Timothy Plan US Small Cap Core ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 12 funds opened new Timothy Plan US Small Cap Core ETF positions in Q1 2025 and 11 closed out, a net change of +1 holder.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q1 2025 was OneAscent Financial Services, an estimated $4.33M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q1 2025 was Turning Point Benefit Group, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2025.