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Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

Timothy Plan US Small Cap Core ETF logo
$39.09 -0.87 (-2.18%)
Closing price 04:10 PM Eastern
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$39.04 -0.05 (-0.12%)
As of 04:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$58.01M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$2.79M
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TPSC Institutional Buying and Selling by Quarter

Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025AdvisorNet Financial Inc1,034$40K0.0%+69.0%0.019%
7/14/2025Sowell Financial Services LLC48,789$1.89M0.1%N/A0.912%
7/11/2025 Pioneer Wealth Management Group6,974$270K0.1%N/A0.130%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,145$42K0.0%N/A0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC5,366$215K0.0%-65.3%0.100%
7/7/2025 O Connor Financial Group LLC153,339$6.15M2.7%+2.6%2.866%
5/21/2025Geneos Wealth Management Inc.6,559$243K0.0%+30.9%0.123%
5/16/2025Arete Wealth Advisors LLC8,707$323K0.0%-22.2%0.163%
5/14/2025CreativeOne Wealth LLC136,614$5.06M0.2%+267.9%2.554%
5/14/2025Kestra Advisory Services LLC100,588$3.73M0.0%+89.3%1.880%
5/13/2025EverSource Wealth Advisors LLC62,430$2.31M0.1%-4.5%1.167%
5/12/2025Bare Financial Services Inc218,057$8.07M3.1%+6.0%4.076%
5/9/2025Atria Wealth Solutions Inc.9,400$348K0.0%N/A0.190%
5/9/2025Sound Financial Strategies Group LLC44,756$1.66M1.5%+14.5%0.904%
5/7/2025N.E.W. Advisory Services LLC2,316$86K0.0%N/A0.047%
5/7/2025Frontier Asset Management LLC44,497$1.65M0.5%-9.2%0.899%
5/7/2025LPL Financial LLC212,917$7.88M0.0%+10.2%4.301%
5/7/2025First Heartland Consultants Inc.41,182$1.53M0.2%+5.2%0.832%
5/6/2025Cetera Investment Advisers30,485$1.13M0.0%+17.5%0.616%
5/5/2025OneAscent Wealth Management LLC31,358$1.16M0.5%+9.2%0.633%
5/5/2025IFP Advisors Inc16,854$624K0.0%+14.1%0.340%
5/5/2025OneAscent Financial Services LLC210,176$7.78M0.5%+112.8%4.246%
5/2/2025Mosaic Family Wealth Partners LLC6,159$228K0.0%N/A0.124%
5/2/2025SageOak Financial LLC12,521$464K0.4%+38.1%0.253%
5/1/2025CWM LLC45,789$1.70M0.0%+3.3%0.925%
4/30/2025Allworth Financial LP9,415$337K0.0%+100.7%0.190%
4/30/2025Values First Advisors Inc.2,929$108K0.1%-29.1%0.059%
4/29/2025Envestnet Asset Management Inc.25,538$946K0.0%+1.4%0.516%
4/29/2025Strategic Blueprint LLC20,176$747K0.0%-17.2%0.408%
4/23/2025Creative Financial Designs Inc. ADV223,946$8.29M0.7%+6.9%4.524%
4/23/2025Kavar Capital Partners Group LLC5,824$216K0.0%N/A0.118%
4/23/2025Symphony Financial Ltd. Co.5,942$202K0.1%-10.8%0.120%
4/23/2025Moneywise Inc.17,057$632K0.3%N/A0.345%
4/23/2025Valmark Advisers Inc.57,206$2.12M0.0%+19.5%1.156%
4/22/2025Cambridge Investment Research Advisors Inc.67,337$2.49M0.0%+10.1%1.360%
4/22/2025XY Planning Network Inc.28,456$1.05M0.7%+5.6%0.575%
4/21/2025Envestnet Portfolio Solutions Inc.11,485$425K0.0%+13.9%0.232%
4/17/2025Vicus Capital15,109$559K0.1%+2.1%0.308%
4/17/2025 Dynamic Advisor Solutions LLC5,439$201K0.0%N/A0.111%
4/16/2025 Wealth Enhancement Advisory Services LLC15,484$573K0.0%+5.8%0.316%
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4/15/2025Christian Investment Advisors Inc.327,698$12.74M8.9%+0.5%6.688%
4/15/2025Strategic Equity Management19,983$740K0.3%N/A0.408%
4/14/2025 Whitaker Myers Wealth Managers LTD.10,851$402K0.1%+11.6%0.221%
4/10/2025 TrueWealth Advisors LLC16,465$610K0.2%N/A0.336%
4/9/2025RFG Advisory LLC14,761$547K0.0%N/A0.301%
4/7/2025 O Connor Financial Group LLC149,508$5.54M2.9%+1.6%3.051%
3/24/2025Mascagni Wealth Management Inc.1,034$40K0.0%N/A0.022%
3/17/2025 Wealth Enhancement Advisory Services LLC14,640$572K0.0%N/A0.308%
2/27/2025XY Planning Network Inc.26,946$1.05M0.8%N/A0.567%
2/18/2025First Heartland Consultants Inc.39,150$1.53M0.1%+15.3%1.119%
2/17/2025Cetera Investment Advisers25,949$1.01M0.0%+3.4%0.741%
2/13/2025United Capital Financial Advisors LLC6,128$239K0.0%N/A0.175%
2/13/2025CreativeOne Wealth LLC37,137$1.45M0.0%N/A1.061%
2/13/2025Raymond James Financial Inc.5,615$219K0.0%N/A0.160%
2/13/2025Faithward Advisors LLC185,818$7.26M1.2%-1.0%5.309%
2/13/2025Advisory Services Network LLC7,959$311K0.0%-13.9%0.227%
2/13/2025Envestnet Asset Management Inc.25,191$984K0.0%+14.0%0.720%
2/12/2025Arete Wealth Advisors LLC11,188$438K0.0%+34.6%0.320%
2/12/2025OneAscent Financial Services LLC98,782$3.86M0.3%N/A2.822%
2/12/2025OneAscent Wealth Management LLC28,703$1.12M0.5%+35.1%0.820%
2/11/2025LPL Financial LLC193,150$7.54M0.0%+35.8%5.519%
2/11/2025SageOak Financial LLC9,066$354K0.3%N/A0.259%
2/10/2025Creative Financial Designs Inc. ADV209,533$8.18M0.7%+7.8%5.987%
2/10/2025Harbour Investments Inc.1,840$72K0.0%+59.3%0.053%
2/10/2025Commonwealth Equity Services LLC11,048$431K0.0%+16.0%0.316%
2/10/2025Bare Financial Services Inc205,654$8.03M3.2%+5.5%5.876%
2/10/2025EverSource Wealth Advisors LLC65,397$2.55M0.2%+8.8%1.868%
2/7/2025Sowell Financial Services LLC48,189$1.88M0.1%+134.6%1.377%
2/7/2025Frontier Asset Management LLC49,005$1.91M0.6%-9.1%1.400%
2/6/2025Raymond James Financial Inc.5,615$219K0.0%N/A0.160%
2/6/2025Sound Financial Strategies Group LLC39,086$1.53M1.3%-4.0%1.117%
2/6/2025Atria Investments Inc18,593$726K0.0%+19.0%0.531%
2/6/2025Jones Financial Companies Lllp3,474$136K0.0%+188.3%0.099%
2/5/2025Christian Investment Advisors Inc.326,048$12.73M9.2%N/A9.316%
2/4/2025Transcendent Capital Group LLC1,626$63K0.0%N/A0.046%
2/4/2025IFP Advisors Inc14,777$577K0.0%+36.4%0.422%
2/4/2025Midwest Capital Advisors LLC1,868$73K0.1%N/A0.053%
2/3/2025Turning Point Benefit Group Inc.163,273$6.37M6.1%N/A4.665%
1/30/2025Valmark Advisers Inc.47,877$1.87M0.0%-8.9%1.368%
1/30/2025Allworth Financial LP4,691$190K0.0%N/A0.134%
1/30/2025Vicus Capital14,802$578K0.1%+7.2%0.423%
1/29/2025Values First Advisors Inc.4,129$161K0.1%N/A0.118%
1/23/2025Synergy Asset Management LLC6,074$236K0.0%N/A0.174%
1/23/2025Strategic Blueprint LLC24,362$951K0.1%-4.0%0.696%
1/22/2025Sound Stewardship LLC24,537$958K0.6%+4.1%0.701%
1/21/2025Geneos Wealth Management Inc.5,012$196K0.0%+33.0%0.143%
1/15/2025 Whitaker Myers Wealth Managers LTD.9,721$380K0.1%-4.2%0.278%
1/6/2025 O Connor Financial Group LLC147,223$5.75M3.0%+2.0%4.206%
11/18/2024Arete Wealth Advisors LLC8,312$323K0.0%+20.3%0.237%
11/8/2024EverSource Wealth Advisors LLC60,126$2.34M0.1%-1.4%1.718%
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11/7/2024OneAscent Wealth Management LLC21,247$827K0.3%N/A0.607%
11/5/2024First Heartland Consultants Inc.33,949$1.32M0.1%-5.9%0.970%
11/1/2024Atria Investments Inc15,618$608K0.0%-48.0%0.446%
10/28/2024Creative Financial Designs Inc. ADV194,329$7.56M0.6%-4.0%5.552%
10/25/2024Valmark Advisers Inc.52,580$2.05M0.0%+100.9%1.502%
10/25/2024Strategic Blueprint LLC25,390$988K0.1%+1.5%0.725%
10/24/2024Sound Stewardship LLC23,577$918K0.5%-3.8%0.674%
10/24/2024J.W. Cole Advisors Inc.19,821$771K0.0%+2.0%0.566%
10/21/2024Vicus Capital13,812$537K0.0%+18.0%0.395%
10/18/2024 Whitaker Myers Wealth Managers LTD.10,146$395K0.1%+8.5%0.290%
(Data available from 1/1/2016 forward)

TPSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPSC shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were Christian Investment Advisors Inc. ($12.74M), Creative Financial Designs Inc. ADV ($8.29M), Bare Financial Services Inc ($8.07M), LPL Financial LLC ($7.88M), OneAscent Financial Services LLC ($7.78M), Faithward Advisors LLC ($7.26M), and Turning Point Benefit Group Inc. ($6.37M).Learn more on Timothy Plan US Small Cap Core ETF's institutional investors.

Which institutional investors have been buying Timothy Plan US Small Cap Core ETF's stock?

Of the 65 institutional investors that purchased Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($371.25K), Christian Investment Advisors Inc. ($327.70K), Atria Investments Inc ($285.11K), OneAscent Wealth Management LLC ($164.07K), Turning Point Benefit Group Inc. ($163.27K), CreativeOne Wealth LLC ($136.61K), and Creative Financial Designs Inc. ADV ($95.74K).

How much institutional buying is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have bought a total of 1,513,616 shares in the last 24 months. This purchase volume represents approximately $58.01M in transactions.

Which of Timothy Plan US Small Cap Core ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($14.41K), Wealth Enhancement Advisory Services LLC ($10.12K), Frontier Asset Management LLC ($9.42K), Creative Financial Designs Inc. ADV ($8.17K), Strategic Blueprint LLC ($5.74K), Valmark Advisers Inc. ($4.70K), and EverSource Wealth Advisors LLC ($3.82K).

How much institutional selling is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have sold a total of 72,756 shares in the last 24 months. This volume of shares sold represents approximately $2.79M in transactions.



This page (NYSEARCA:TPSC) was last updated on 7/15/2025 by MarketBeat.com Staff
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