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Timothy Plan US Small Cap Core ETF
TPSC

Overview Fund Activity

74 hedge funds and large institutions have $118M invested in Timothy Plan US Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
44
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$14.7M
2
TPBG
Turning Point Benefit Group
Maryland
$5.2M
3
SFS
Sowell Financial Services
Arkansas
$1.89M
4
IA
IFP Advisors
Florida
$1.84M
5
KAS
Kestra Advisory Services
Texas
$5.03M

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
$4.59M
2
CIA
Christian Investment Advisors
Texas
$10.6M
3
CFD
Creative Financial Designs
Indiana
$7.97M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$215K
5
EA
Efficient Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14.7M +$6.48M +167,489 +79%
CIA
2
Christian Investment Advisors
Texas
$10.6M -$2.06M -53,360 -16%
BFS
3
Bare Financial Services
Pennsylvania
$9.06M +$627K +16,198 +7%
CFD
4
Creative Financial Designs
Indiana
$7.97M -$692K -17,884 -8%
FA
5
Faithward Advisors
Pennsylvania
$7.2M +$9.01K +233 +0.1%
OCFG
6
O'Connor Financial Group
Illinois
$6.15M +$154K +3,831 +3%
CW
7
CreativeOne Wealth
Kansas
$5.53M +$249K +6,445 +5%
TPBG
8
Turning Point Benefit Group
Maryland
$5.2M +$4.77M +123,209 +1,087%
KAS
9
Kestra Advisory Services
Texas
$5.03M +$1.14M +29,453 +29%
OFS
10
OneAscent Financial Services
Alabama
$4.59M -$3.54M -91,544 -44%
EWA
11
EverSource Wealth Advisors
Alabama
$2.67M +$260K +6,719 +11%
VA
12
Valmark Advisers
Ohio
$2.45M +$239K +6,184 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.42M -$187K -4,845 -7%
FAM
14
Frontier Asset Management
Wyoming
$1.94M +$215K +5,557 +12%
SFS
15
Sowell Financial Services
Arkansas
$1.89M +$1.89M +48,789 New
IA
16
IFP Advisors
Florida
$1.84M +$1.19M +30,672 +182%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$43.4K +1,122 +2%
XPN
18
XY Planning Network
Montana
$1.72M +$616K +15,917 +56%
Citadel Advisors
19
Citadel Advisors
Florida
$1.64M +$130K +3,357 +9%
FHC
20
First Heartland Consultants
Missouri
$1.64M +$48.3K +1,249 +3%
SFSG
21
Sound Financial Strategies Group
Mississippi
$1.64M -$91.4K -2,364 -5%
OWM
22
OneAscent Wealth Management
Alabama
$1.46M +$246K +6,351 +20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.36M +$179K +4,624 +15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$998K +$9.98K +258 +1%
Cerity Partners
25
Cerity Partners
New York
$958K – – –
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