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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
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.7M
CIA
2
Christian Investment Advisors
Texas
$10.6M
BFS
3
Bare Financial Services
Pennsylvania
$9.06M
CFD
4
Creative Financial Designs
Indiana
$7.97M
FA
5
Faithward Advisors
Pennsylvania
$7.2M
OCFG
6
O'Connor Financial Group
Illinois
$6.15M
PAW
7
Plan A Wealth
Nebraska
$6.03M
CW
8
CreativeOne Wealth
Kansas
$5.53M
TPBG
9
Turning Point Benefit Group
Maryland
$5.2M
KAS
10
Kestra Advisory Services
Texas
$5.03M
OFS
11
OneAscent Financial Services
Alabama
$4.59M
EWA
12
EverSource Wealth Advisors
Alabama
$2.67M
VA
13
Valmark Advisers
Ohio
$2.45M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.42M
FAM
15
Frontier Asset Management
Wyoming
$1.94M
SFS
16
Sowell Financial Services
Arkansas
$1.89M
IA
17
IFP Advisors
Florida
$1.84M
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.81M
XPN
19
XY Planning Network
Montana
$1.72M
Citadel Advisors
20
Citadel Advisors
Florida
$1.64M
FHC
21
First Heartland Consultants
Missouri
$1.64M
SFSG
22
Sound Financial Strategies Group
Mississippi
$1.64M
OWM
23
OneAscent Wealth Management
Alabama
$1.46M
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.36M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$998K