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Timothy Plan US Small Cap Core ETF

89 hedge funds and large institutions have $231M invested in Timothy Plan US Small Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $208M → $231M (+$23.1M)

3% more funds holding

Funds holding: 8689 (+3)

0.12% less ownership

Funds ownership: 76.91%76.79% (-0.12%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
42
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$38.8M +$21.7M +497,796 +119%
WHG
2
Westwood Holdings Group
Texas
$24.6M
CIA
3
Christian Investment Advisors
Texas
$14.8M +$57.6K +1,320 +0.4%
CFD
4
Creative Financial Designs
Indiana
$12.3M -$87.2K -2,000 -0.7%
BFS
5
Bare Financial Services
Pennsylvania
$11.1M +$341K +7,830 +3%
FA
6
Faithward Advisors
Pennsylvania
$7.82M +$76.4K +1,751 +1%
Stifel Financial
7
Stifel Financial
Missouri
$7.75M -$1.64M -37,593 -17%
Ameriprise
8
Ameriprise
Minnesota
$7.75M -$15.5M -355,198 -66%
PAW
9
Plan A Wealth
Nebraska
$7.49M +$156K +3,573 +2%
KAS
10
Kestra Advisory Services
Texas
$6.8M +$760K +17,432 +12%
OCFG
11
O'Connor Financial Group
Illinois
$6.49M -$63.3K -1,451 -0.9%
OFS
12
OneAscent Financial Services
Alabama
$6.41M +$471K +10,790 +8%
CW
13
CreativeOne Wealth
Kansas
$5.89M +$6.05M +138,805 New
AssetMark Inc
14
AssetMark Inc
California
$5.11M +$226K +5,172 +4%
TPBG
15
Turning Point Benefit Group
Maryland
$4.89M +$2.39M +54,731 +63%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.35M -$2.23M -51,239 -34%
EWA
17
EverSource Wealth Advisors
Alabama
$3.98M +$459K +10,515 +13%
Goldman Sachs
18
Goldman Sachs
New York
$3.69M +$3.79M +86,865 New
SFSG
19
Sound Financial Strategies Group
Mississippi
$3.09M +$1.33M +30,397 +72%
XPN
20
XY Planning Network
Montana
$2.3M +$260K +5,962 +12%
IRP
21
Investment Research Partners
Pennsylvania
$2.14M +$157K +3,609 +8%
IA
22
IFP Advisors
Florida
$2.13M +$32.6K +748 +2%
FWP
23
Family Wealth Partners
North Carolina
$2.1M +$743K +17,031 +52%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$2.1M +$742K +17,013 +53%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.92M -$65.6K -1,504 -3%