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

Timothy Plan US Small Cap Core ETF logo
$34.74 +0.25 (+0.72%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$34.76 +0.02 (+0.04%)
As of 04/17/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$46.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$1.91M
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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
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%
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%
2/7/2025 Sowell 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%
2/5/2025 Christian 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%
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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%
1/30/2025 Vicus 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%
1/22/2025 Sound 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%
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%
10/24/2024 Sound Stewardship LLC23,577$918K0.5%-3.8%0.674%
10/24/2024J.W. Cole Advisors Inc.19,821$771K0.0%+2.0%0.566%
10/21/2024 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%
10/8/2024CWM LLC46,856$1.82M0.0%N/A1.339%
10/8/2024 Dynamic Advisor Solutions LLC13,277$517K0.0%-6.6%0.379%
8/8/2024J.W. Cole Advisors Inc.19,435$690K0.0%+30.3%0.555%
8/8/2024Frontier Asset Management LLC45,960$1.63M0.6%+0.6%1.313%
8/1/2024Valmark Advisers Inc.26,171$930K0.0%+40.0%0.748%
7/31/2024Commonwealth Equity Services LLC9,524$338K0.0%-17.8%0.272%
7/30/2024International Assets Investment Management LLC1,215$43K0.0%N/A0.035%
7/27/2024Strategic Blueprint LLC25,022$889K0.1%-2.1%0.715%
7/26/2024Cambridge Investment Research Advisors Inc.29,200$1.04M0.0%+26.9%0.834%
7/25/2024First Heartland Consultants Inc.36,082$1.28M0.1%+71.9%1.031%
7/24/2024 Sound Stewardship LLC24,512$871K0.5%+12.2%0.700%
7/23/2024 Vicus Capital11,704$416K0.0%+6.4%0.334%
7/16/2024Envestnet Portfolio Solutions Inc.9,837$349K0.0%-6.0%0.281%
7/15/2024 Dynamic Advisor Solutions LLC14,212$505K0.0%N/A0.406%
7/9/2024Mather Group LLC.1,045$38K0.0%N/A0.030%
6/11/2024EverSource Wealth Advisors LLC58,727$2.02M0.2%+28.2%1.678%
5/24/2024Cetera Advisors LLC11,201$411K0.0%-17.0%0.320%
5/21/2024Atria Investments Inc124,253$4.56M0.1%N/A3.550%
5/6/2024Envestnet Portfolio Solutions Inc.10,470$384K0.0%+5.6%0.299%
4/30/2024J.W. Cole Advisors Inc.14,911$547K0.0%+2.4%0.426%
4/23/2024Strategic Blueprint LLC25,549$937K0.1%-2.9%0.741%
4/17/2024 Vicus Capital11,005$404K0.0%+6.9%0.319%
4/16/2024OneAscent Financial Services LLC156,696$5.75M0.6%+269.4%4.542%
4/16/2024OneAscent Wealth Management LLC51,340$1.88M0.7%+744.7%1.488%
4/11/2024 O Connor Financial Group LLC150,520$5.52M3.3%+1.4%6.272%
2/12/2024WorthPointe LLC19,114$676K0.3%+64.2%0.796%
2/9/2024Advisory Services Network LLC9,476$335K0.0%N/A0.395%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
2/9/2024EverSource Wealth Advisors LLC45,810$1.62M0.1%+16.8%1.909%
2/8/2024First Heartland Consultants Inc.11,222$397K0.0%-11.2%0.468%
2/7/2024Envestnet Portfolio Solutions Inc.9,914$351K0.0%+32.8%0.413%
2/6/2024Bare Financial Services Inc9,731$344K0.7%N/A0.405%
2/5/2024Silver Oak Securities Incorporated6,087$215K0.0%+232.1%0.254%
2/1/2024 Vicus Capital10,293$364K0.0%+3.0%0.429%
1/31/2024J.W. Cole Advisors Inc.14,564$515K0.0%+3.0%0.607%
1/25/2024International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/24/2024International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/23/2024Householder Group Estate & Retirement Specialist LLC8,447$298K0.1%+107.7%0.352%
(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, 62 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 ($8.18M), Bare Financial Services Inc ($8.03M), LPL Financial LLC ($7.54M), Faithward Advisors LLC ($7.26M), Turning Point Benefit Group Inc. ($6.37M), and O Connor Financial Group LLC ($5.54M).Learn more on TPSC's institutional investors.

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

Of the 59 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: Christian Investment Advisors Inc. ($327.70K), Atria Investments Inc ($285.11K), OneAscent Financial Services LLC ($259.86K), Turning Point Benefit Group Inc. ($163.27K), OneAscent Wealth Management LLC ($161.42K), International Assets Investment Management LLC ($86.78K), and Creative Financial Designs Inc. ADV ($81.76K).

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

Institutional investors have bought a total of 2,046,626 shares in the last 24 months. This purchase volume represents approximately $74.25M in transactions.

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

Of the 20 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 ($45.89K), 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 Valmark Advisers Inc. ($4.70K).

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

Institutional investors have sold a total of 207,049 shares in the last 24 months. This volume of shares sold represents approximately $7.20M in transactions.



This page (NYSEARCA:TPSC) was last updated on 4/19/2025 by MarketBeat.com Staff
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