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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
CIA
1
Christian Investment Advisors
Texas
$12.7M +$13.1M +326,048 New
CFD
2
Creative Financial Designs
Indiana
$8.18M +$610K +15,204 +8%
BFS
3
Bare Financial Services
Pennsylvania
$8.03M +$428K +10,659 +5%
LPL Financial
4
LPL Financial
California
$7.54M +$2.04M +50,938 +36%
FA
5
Faithward Advisors
Pennsylvania
$7.26M -$77.1K -1,922 -1%
TPBG
6
Turning Point Benefit Group
Maryland
$6.37M +$6.55M +163,273 New
OCFG
7
O'Connor Financial Group
Illinois
$5.75M +$114K +2,831 +2%
OFS
8
OneAscent Financial Services
Alabama
$3.86M +$3.96M +98,782 New
EWA
9
EverSource Wealth Advisors
Alabama
$2.55M +$211K +5,271 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.39M +$1.15M +28,594 +88%
KAS
11
Kestra Advisory Services
Texas
$2.07M -$132K -3,290 -6%
FAM
12
Frontier Asset Management
Wyoming
$1.91M -$197K -4,913 -9%
SFS
13
Sowell Financial Services
Arkansas
$1.88M +$1.11M +27,644 +135%
VA
14
Valmark Advisers
Ohio
$1.87M -$189K -4,703 -9%
PAW
15
Plan A Wealth
Nebraska
$1.85M +$1.9M +47,439 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.73M -$101K -2,509 -5%
FHC
17
First Heartland Consultants
Missouri
$1.53M +$209K +5,201 +15%
SFSG
18
Sound Financial Strategies Group
Mississippi
$1.53M -$66K -1,644 -4%
CW
19
CreativeOne Wealth
Kansas
$1.45M +$1.49M +37,137 New
OWM
20
OneAscent Wealth Management
Alabama
$1.12M +$299K +7,456 +35%
XPN
21
XY Planning Network
Montana
$1.05M +$1.08M +26,946 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.01M +$34.3K +856 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$984K +$124K +3,094 +14%
Cerity Partners
24
Cerity Partners
New York
$967K – – –
SS
25
Sound Stewardship
Kansas
$958K +$38.5K +960 +4%
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.