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

Timothy Plan US Small Cap Core ETF logo
$37.23 -0.10 (-0.27%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$56.66M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.40M
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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
5/21/2025 Geneos Wealth Management Inc.6,559$243K0.0%+30.9%0.123%
5/16/2025 Arete Wealth Advisors LLC8,707$323K0.0%-22.2%0.163%
5/14/2025 CreativeOne Wealth LLC136,614$5.06M0.2%+267.9%2.554%
5/14/2025 Kestra Advisory Services LLC100,588$3.73M0.0%+89.3%1.880%
5/13/2025 EverSource Wealth Advisors LLC62,430$2.31M0.1%-4.5%1.167%
5/12/2025 Bare Financial Services Inc218,057$8.07M3.1%+6.0%4.076%
5/9/2025 Atria Wealth Solutions Inc.9,400$348K0.0%N/A0.190%
5/9/2025 Sound Financial Strategies Group LLC44,756$1.66M1.5%+14.5%0.904%
5/7/2025 N.E.W. Advisory Services LLC2,316$86K0.0%N/A0.047%
5/7/2025 Frontier Asset Management LLC44,497$1.65M0.5%-9.2%0.899%
5/7/2025 LPL Financial LLC212,917$7.88M0.0%+10.2%4.301%
5/7/2025 First Heartland Consultants Inc.41,182$1.53M0.2%+5.2%0.832%
5/6/2025 Cetera Investment Advisers30,485$1.13M0.0%+17.5%0.616%
5/5/2025 OneAscent Wealth Management LLC31,358$1.16M0.5%+9.2%0.633%
5/5/2025 IFP Advisors Inc16,854$624K0.0%+14.1%0.340%
5/5/2025 OneAscent Financial Services LLC210,176$7.78M0.5%+112.8%4.246%
5/2/2025 Mosaic Family Wealth Partners LLC6,159$228K0.0%N/A0.124%
5/2/2025 SageOak Financial LLC12,521$464K0.4%+38.1%0.253%
5/1/2025 CWM LLC45,789$1.70M0.0%+3.3%0.925%
4/30/2025 Allworth Financial LP9,415$337K0.0%+100.7%0.190%
4/30/2025 Values First Advisors Inc.2,929$108K0.1%-29.1%0.059%
4/29/2025 Envestnet Asset Management Inc.25,538$946K0.0%+1.4%0.516%
4/29/2025 Strategic Blueprint LLC20,176$747K0.0%-17.2%0.408%
4/23/2025 Creative Financial Designs Inc. ADV223,946$8.29M0.7%+6.9%4.524%
4/23/2025 Kavar Capital Partners Group LLC5,824$216K0.0%N/A0.118%
4/23/2025 Symphony Financial Ltd. Co.5,942$202K0.1%-10.8%0.120%
4/23/2025 Moneywise Inc.17,057$632K0.3%N/A0.345%
4/23/2025 Valmark Advisers Inc.57,206$2.12M0.0%+19.5%1.156%
4/22/2025 Cambridge Investment Research Advisors Inc.67,337$2.49M0.0%+10.1%1.360%
4/22/2025 XY Planning Network Inc.28,456$1.05M0.7%+5.6%0.575%
4/21/2025 Envestnet Portfolio Solutions Inc.11,485$425K0.0%+13.9%0.232%
4/17/2025 Vicus 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%
4/15/2025 Christian Investment Advisors Inc.327,698$12.74M8.9%+0.5%6.688%
4/15/2025 Strategic 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%
4/9/2025 RFG Advisory LLC14,761$547K0.0%N/A0.301%
4/7/2025 O Connor Financial Group LLC149,508$5.54M2.9%+1.6%3.051%
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3/24/2025 Mascagni Wealth Management Inc.1,034$40K0.0%N/A0.022%
3/17/2025 Wealth Enhancement Advisory Services LLC14,640$572K0.0%N/A0.308%
2/27/2025 XY Planning Network Inc.26,946$1.05M0.8%N/A0.567%
2/18/2025 First Heartland Consultants Inc.39,150$1.53M0.1%+15.3%1.119%
2/17/2025 Cetera Investment Advisers25,949$1.01M0.0%+3.4%0.741%
2/13/2025 United Capital Financial Advisors LLC6,128$239K0.0%N/A0.175%
2/13/2025 CreativeOne Wealth LLC37,137$1.45M0.0%N/A1.061%
2/13/2025 Raymond James Financial Inc.5,615$219K0.0%N/A0.160%
2/13/2025 Faithward Advisors LLC185,818$7.26M1.2%-1.0%5.309%
2/13/2025 Advisory Services Network LLC7,959$311K0.0%-13.9%0.227%
2/13/2025 Envestnet Asset Management Inc.25,191$984K0.0%+14.0%0.720%
2/12/2025 Arete Wealth Advisors LLC11,188$438K0.0%+34.6%0.320%
2/12/2025 OneAscent Financial Services LLC98,782$3.86M0.3%N/A2.822%
2/12/2025 OneAscent Wealth Management LLC28,703$1.12M0.5%+35.1%0.820%
2/11/2025 LPL Financial LLC193,150$7.54M0.0%+35.8%5.519%
2/11/2025 SageOak Financial LLC9,066$354K0.3%N/A0.259%
2/10/2025 Creative Financial Designs Inc. ADV209,533$8.18M0.7%+7.8%5.987%
2/10/2025 Harbour Investments Inc.1,840$72K0.0%+59.3%0.053%
2/10/2025 Commonwealth Equity Services LLC11,048$431K0.0%+16.0%0.316%
2/10/2025 Bare Financial Services Inc205,654$8.03M3.2%+5.5%5.876%
2/10/2025 EverSource Wealth Advisors LLC65,397$2.55M0.2%+8.8%1.868%
2/7/2025 Sowell Financial Services LLC48,189$1.88M0.1%+134.6%1.377%
2/7/2025 Frontier Asset Management LLC49,005$1.91M0.6%-9.1%1.400%
2/6/2025 Raymond James Financial Inc.5,615$219K0.0%N/A0.160%
2/6/2025 Sound Financial Strategies Group LLC39,086$1.53M1.3%-4.0%1.117%
2/6/2025 Atria Investments Inc18,593$726K0.0%+19.0%0.531%
2/6/2025 Jones Financial Companies Lllp3,474$136K0.0%+188.3%0.099%
2/5/2025 Christian Investment Advisors Inc.326,048$12.73M9.2%N/A9.316%
2/4/2025 Transcendent Capital Group LLC1,626$63K0.0%N/A0.046%
2/4/2025 IFP Advisors Inc14,777$577K0.0%+36.4%0.422%
2/4/2025 Midwest Capital Advisors LLC1,868$73K0.1%N/A0.053%
2/3/2025 Turning Point Benefit Group Inc.163,273$6.37M6.1%N/A4.665%
1/30/2025 Valmark Advisers Inc.47,877$1.87M0.0%-8.9%1.368%
1/30/2025 Allworth Financial LP4,691$190K0.0%N/A0.134%
1/30/2025 Vicus Capital14,802$578K0.1%+7.2%0.423%
1/29/2025 Values First Advisors Inc.4,129$161K0.1%N/A0.118%
1/23/2025 Synergy Asset Management LLC6,074$236K0.0%N/A0.174%
1/23/2025 Strategic Blueprint LLC24,362$951K0.1%-4.0%0.696%
1/22/2025 Sound Stewardship LLC24,537$958K0.6%+4.1%0.701%
1/21/2025 Geneos 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%
11/18/2024 Arete Wealth Advisors LLC8,312$323K0.0%+20.3%0.237%
11/8/2024 EverSource Wealth Advisors LLC60,126$2.34M0.1%-1.4%1.718%
11/7/2024 OneAscent Wealth Management LLC21,247$827K0.3%N/A0.607%
11/5/2024 First Heartland Consultants Inc.33,949$1.32M0.1%-5.9%0.970%
11/1/2024 Atria Investments Inc15,618$608K0.0%-48.0%0.446%
10/28/2024 Creative Financial Designs Inc. ADV194,329$7.56M0.6%-4.0%5.552%
10/25/2024 Valmark Advisers Inc.52,580$2.05M0.0%+100.9%1.502%
10/25/2024 Strategic Blueprint LLC25,390$988K0.1%+1.5%0.725%
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10/24/2024 Sound Stewardship LLC23,577$918K0.5%-3.8%0.674%
10/24/2024 J.W. Cole Advisors Inc.19,821$771K0.0%+2.0%0.566%
10/21/2024 Vicus Capital13,812$537K0.0%+18.0%0.395%
10/18/2024 Whitaker Myers Wealth Managers LTD.10,146$395K0.1%+8.5%0.290%
10/8/2024 CWM LLC46,856$1.82M0.0%N/A1.339%
10/8/2024 Dynamic Advisor Solutions LLC13,277$517K0.0%-6.6%0.379%
8/8/2024 J.W. Cole Advisors Inc.19,435$690K0.0%+30.3%0.555%
8/8/2024 Frontier Asset Management LLC45,960$1.63M0.6%+0.6%1.313%
8/1/2024 Valmark Advisers Inc.26,171$930K0.0%+40.0%0.748%
7/31/2024 Commonwealth Equity Services LLC9,524$338K0.0%-17.8%0.272%
(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, 66 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 TPSC's institutional investors.

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

Of the 63 institutional investors that purchased Timothy Plan US Small Cap Core ETF 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 2,418,677 shares in the last 24 months. This purchase volume represents approximately $88.15M in transactions.

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

Of the 23 institutional investors that sold Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OneAscent Wealth Management LLC ($81.38K), Frontier Asset Management LLC ($50.40K), First Heartland Consultants Inc. ($17.09K), Silver Oak Securities Incorporated ($14.92K), Atria Investments Inc ($14.41K), Creative Financial Designs Inc. ADV ($8.17K), and Strategic Blueprint LLC ($6.51K).

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

Institutional investors have sold a total of 223,112 shares in the last 24 months. This volume of shares sold represents approximately $7.79M in transactions.



This page (NYSEARCA:TPSC) was last updated on 5/25/2025 by MarketBeat.com Staff
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