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Timothy Plan US Small Cap Core ETF

75 hedge funds and large institutions have $125M invested in Timothy Plan US Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $105M → $125M (+$19.7M)

3.11% more ownership

Funds ownership: 57.52%60.63% (+3.1%)

3% more funds holding

Funds holding: 7375 (+2)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
6
Increased
46
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.7M +$6.18M +167,489 +79%
CIA
2
Christian Investment Advisors
Texas
$10.6M -$1.97M -53,360 -16%
BFS
3
Bare Financial Services
Pennsylvania
$9.06M +$598K +16,198 +7%
CFD
4
Creative Financial Designs
Indiana
$7.97M -$660K -17,884 -8%
FA
5
Faithward Advisors
Pennsylvania
$7.2M +$8.6K +233 +0.1%
OCFG
6
O'Connor Financial Group
Illinois
$6.15M +$141K +3,831 +3%
PAW
7
Plan A Wealth
Nebraska
$6.03M +$2.41M +65,345 +72%
CW
8
CreativeOne Wealth
Kansas
$5.53M +$238K +6,445 +5%
TPBG
9
Turning Point Benefit Group
Maryland
$5.2M +$4.55M +123,209 +1,087%
KAS
10
Kestra Advisory Services
Texas
$5.03M +$1.09M +29,453 +29%
OFS
11
OneAscent Financial Services
Alabama
$4.59M -$3.38M -91,544 -44%
EWA
12
EverSource Wealth Advisors
Alabama
$2.67M +$248K +6,719 +11%
VA
13
Valmark Advisers
Ohio
$2.45M +$228K +6,184 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.42M -$179K -4,845 -7%
FAM
15
Frontier Asset Management
Wyoming
$1.94M +$205K +5,557 +12%
SFS
16
Sowell Financial Services
Arkansas
$1.89M +$1.8M +48,789 New
IA
17
IFP Advisors
Florida
$1.84M +$1.13M +30,672 +182%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$41.4K +1,122 +2%
XPN
19
XY Planning Network
Montana
$1.72M +$588K +15,917 +56%
Citadel Advisors
20
Citadel Advisors
Florida
$1.64M +$124K +3,357 +9%
FHC
21
First Heartland Consultants
Missouri
$1.64M +$46.1K +1,249 +3%
SFSG
22
Sound Financial Strategies Group
Mississippi
$1.64M -$87.3K -2,364 -5%
OWM
23
OneAscent Wealth Management
Alabama
$1.46M +$235K +6,351 +20%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.36M +$171K +4,624 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$998K +$9.53K +258 +1%

TPSC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q2 2025, worth a combined $125M — up 19% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPSC positions and 4 closed out — a net gain of 2 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.18M. The largest seller was OneAscent Financial Services, cutting an estimated $3.38M.

  • 75 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q2 2025, up from 73 in Q1 2025.
  • Funds reported $125M of Timothy Plan US Small Cap Core ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 6 funds opened new Timothy Plan US Small Cap Core ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q2 2025 was LPL Financial, an estimated $6.18M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q2 2025 was OneAscent Financial Services, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2025.