We are live on ! Find out more
TPSC icon

Timothy Plan US Small Cap Core ETF

86 hedge funds and large institutions have $158M invested in Timothy Plan US Small Cap Core ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

27% more capital invested

Capital invested by funds: $125M → $158M (+$33.8M)

15% more funds holding

Funds holding: 7586 (+11)

3.5% more ownership

Funds ownership: 60.63%64.13% (+3.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
41
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.7M +$869K +21,425 +6%
CFD
2
Creative Financial Designs
Indiana
$11.4M +$2.76M +68,032 +33%
BFS
3
Bare Financial Services
Pennsylvania
$9.93M +$185K +4,562 +2%
CIA
4
Christian Investment Advisors
Texas
$8.6M -$2.74M -67,566 -25%
FA
5
Faithward Advisors
Pennsylvania
$7.74M +$5.52K +136 +0.1%
Stifel Financial
6
Stifel Financial
Missouri
$7.74M +$7.56M +186,216 New
PAW
7
Plan A Wealth
Nebraska
$6.99M +$494K +12,186 +8%
Ameriprise
8
Ameriprise
Minnesota
$6.43M +$6.28M +154,727 New
OCFG
9
O'Connor Financial Group
Illinois
$6.35M -$21.1K -521 -0.3%
CW
10
CreativeOne Wealth
Kansas
$5.93M -$18.3K -451 -0.3%
OFS
11
OneAscent Financial Services
Alabama
$5.55M +$608K +14,980 +13%
KAS
12
Kestra Advisory Services
Texas
$5.19M -$214K -5,268 -4%
AssetMark Inc
13
AssetMark Inc
California
$4.61M +$4.5M +110,893 New
TPBG
14
Turning Point Benefit Group
Maryland
$4.02M -$1.53M -37,725 -28%
EWA
15
EverSource Wealth Advisors
Alabama
$3.25M +$370K +9,126 +13%
VA
16
Valmark Advisers
Ohio
$2.85M +$207K +5,107 +8%
SFS
17
Sowell Financial Services
Arkansas
$2.63M +$591K +14,555 +30%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$2.18M +$2.16M +53,324 New
IA
19
IFP Advisors
Florida
$2.07M +$87.8K +2,163 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$1.98M +$212K +5,214 +12%
IRP
21
Investment Research Partners
Pennsylvania
$1.93M +$1.92M +47,328 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.89M -$63.3K -1,561 -3%
FHC
23
First Heartland Consultants
Missouri
$1.78M +$16.7K +411 +1%
OWM
24
OneAscent Wealth Management
Alabama
$1.76M +$186K +4,592 +12%
XPN
25
XY Planning Network
Montana
$1.72M

TPSC Hedge Fund Activity: Q3 2025 in Review

86 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q3 2025, worth a combined $158M — up 27% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TPSC positions and 1 closed out — a net gain of 13 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $7.56M. The largest seller was Christian Investment Advisors, cutting an estimated $2.74M.

  • 86 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $158M of Timothy Plan US Small Cap Core ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 14 funds opened new Timothy Plan US Small Cap Core ETF positions in Q3 2025 and 1 closed out, a net change of +13 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q3 2025 was Stifel Financial, an estimated $7.56M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q3 2025 was Christian Investment Advisors, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.