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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
CIA
1
Christian Investment Advisors
Texas
$12.7M +$64.2K +1,650 +0.5%
CFD
2
Creative Financial Designs
Indiana
$8.29M +$560K +14,413 +7%
BFS
3
Bare Financial Services
Pennsylvania
$8.07M +$482K +12,403 +6%
LPL Financial
4
LPL Financial
California
$7.88M +$769K +19,767 +10%
OFS
5
OneAscent Financial Services
Alabama
$7.78M +$4.33M +111,394 +113%
FA
6
Faithward Advisors
Pennsylvania
$6.88M +$2.18K +56 +0%
OCFG
7
O'Connor Financial Group
Illinois
$5.54M +$88.9K +2,285 +2%
CW
8
CreativeOne Wealth
Kansas
$5.06M +$3.87M +99,477 +268%
KAS
9
Kestra Advisory Services
Texas
$3.72M +$1.85M +47,456 +89%
PAW
10
Plan A Wealth
Nebraska
$3.36M +$1.68M +43,238 +91%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.49M +$241K +6,197 +10%
EWA
12
EverSource Wealth Advisors
Alabama
$2.31M -$115K -2,967 -5%
VA
13
Valmark Advisers
Ohio
$2.12M +$363K +9,329 +19%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$56.1K +1,442 +3%
SFSG
15
Sound Financial Strategies Group
Mississippi
$1.66M +$220K +5,670 +15%
FAM
16
Frontier Asset Management
Wyoming
$1.65M -$175K -4,508 -9%
FHC
17
First Heartland Consultants
Missouri
$1.52M +$79K +2,032 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$1.45M +$690K +17,737 +83%
OWM
19
OneAscent Wealth Management
Alabama
$1.16M +$103K +2,655 +9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.13M +$176K +4,536 +17%
XPN
21
XY Planning Network
Montana
$1.05M +$58.7K +1,510 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$946K +$13.5K +347 +1%
Cerity Partners
23
Cerity Partners
New York
$917K
SS
24
Sound Stewardship
Kansas
$900K -$9.53K -245 -1%
JWCA
25
J.W. Cole Advisors
Florida
$761K +$24.6K +633 +3%

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.