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

Timothy Plan US Small Cap Core ETF logo
$40.81 +0.59 (+1.47%)
As of 04:10 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)
26
Total
Institutional Inflows
(last 12 months)
$21.57M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.36M
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TPSC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/24/2024Sound 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%
10/8/2024CWM LLC46,856$1.82M0.0%N/A1.339%
10/8/2024Dynamic 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%
7/30/2024 International 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%
7/24/2024Sound Stewardship LLC24,512$871K0.5%+12.2%0.700%
7/23/2024Vicus Capital11,704$416K0.0%+6.4%0.334%
7/16/2024Envestnet Portfolio Solutions Inc.9,837$349K0.0%-6.0%0.281%
7/15/2024Dynamic 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%
4/17/2024Vicus 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%
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2/12/2024WorthPointe LLC19,114$676K0.3%+64.2%0.796%
2/9/2024Advisory Services Network LLC9,476$335K0.0%N/A0.395%
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%
2/1/2024Vicus Capital10,293$364K0.0%+3.0%0.429%
1/31/2024J.W. Cole Advisors Inc.14,564$515K0.0%+3.0%0.607%
1/25/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/24/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/23/2024 Householder Group Estate & Retirement Specialist LLC8,447$298K0.1%+107.7%0.352%
1/18/2024Symphony Financial Ltd. Co.6,062$205K0.0%N/A0.253%
1/17/2024Sound Stewardship LLC20,393$722K0.5%+146.3%0.850%
1/12/2024 Whitaker Myers Wealth Managers LTD.8,942$316K0.2%-3.7%0.373%
1/11/2024OneAscent Wealth Management LLC6,078$215K0.1%-93.1%0.253%
1/11/2024OneAscent Financial Services LLC42,417$1.50M0.2%-9.4%1.767%
1/10/2024Creative Financial Designs Inc. ADV76,685$2.71M0.3%+2.4%3.195%
11/20/2023Silver Oak Securities Incorporated1,833$57K0.0%-89.1%0.076%
11/13/2023Frontier Asset Management LLC44,843$1.39M0.6%-29.4%1.868%
11/13/2023Envestnet Portfolio Solutions Inc.7,463$231K0.0%N/A0.311%
11/13/2023Kestra Advisory Services LLC21,106$654K0.0%+57.9%0.879%
11/9/2023Oliver Lagore Vanvalin Investment Group2,891$90K0.0%+140.5%0.120%
11/9/2023First Heartland Consultants Inc.12,638$392K0.0%-49.8%0.527%
11/8/2023Sowell Financial Services LLC19,000$589K0.0%N/A0.792%
11/7/2023Atria Investments Inc157,882$4.89M0.1%N/A6.578%
11/4/2023EverSource Wealth Advisors LLC39,208$1.22M0.1%+64.9%1.634%
10/26/2023Sound Stewardship LLC8,280$257K0.2%N/A0.345%
10/24/2023J.W. Cole Advisors Inc.14,143$438K0.0%+5.3%0.589%
10/24/2023Cambridge Investment Research Advisors Inc.8,947$277K0.0%+10.2%0.373%
10/23/2023Vicus Capital9,998$310K0.0%+15.1%0.417%
10/23/2023Commonwealth Equity Services LLC11,657$361K0.0%+3.7%0.486%
10/20/2023 O Connor Financial Group LLC148,293$4.59M3.1%+2.0%6.179%
10/13/2023OneAscent Financial Services LLC46,796$1.45M0.4%N/A1.950%
10/13/2023OneAscent Wealth Management LLC87,454$2.71M1.2%N/A3.644%
10/10/2023 Householder Group Estate & Retirement Specialist LLC4,067$126K0.0%N/A0.169%
8/17/2023Vicus Capital8,689$277K0.0%N/A0.362%
8/11/2023WorthPointe LLC6,848$218K0.1%N/A0.285%
8/10/2023Frontier Asset Management LLC63,482$2.02M0.9%-26.0%2.645%
8/10/2023Cetera Advisor Networks LLC24,763$790K0.0%+3.2%1.032%
8/10/2023Cetera Investment Advisers6,391$204K0.0%N/A0.266%
8/4/2023EverSource Wealth Advisors LLC23,784$758K0.1%+39.5%0.991%
8/2/2023Values First Advisors Inc.5,010$160K0.1%N/A0.209%
8/2/2023Nemes Rush Group LLC1,240$40K0.0%N/A0.052%
8/2/2023Silver Oak Securities Incorporated16,751$534K0.1%+81.0%0.698%
8/2/2023Sigma Planning Corp24,518$782K0.0%-1.9%1.022%
7/31/2023LPL Financial LLC27,948$891K0.0%+62.2%1.165%
7/26/2023First Heartland Consultants Inc.25,198$803K0.1%-3.7%1.072%
7/26/2023Creative Financial Designs Inc. ADV65,509$2.09M0.2%+5,432.9%2.788%
7/14/2023 O Connor Financial Group LLC145,383$4.64M3.2%+14.7%6.187%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
7/13/2023 Whitaker Myers Wealth Managers LTD.9,068$289K0.2%+8.0%0.386%
7/13/2023Cambridge Investment Research Advisors Inc.8,116$259K0.0%+6.2%0.345%
5/11/2023EverSource Wealth Advisors LLC17,046$533K0.1%+50.2%0.758%
5/8/2023Sigma Planning Corp24,987$781K0.0%+2.6%1.111%
5/5/2023Silver Oak Securities Incorporated9,255$299K0.0%N/A0.411%
5/3/2023J.W. Cole Advisors Inc.13,496$422K0.0%+4.0%0.600%
5/2/2023HHM Wealth Advisors LLC3,878$121K0.0%+53.9%0.172%
4/28/2023Strategic Blueprint LLC37,400$1.17M0.1%+7.6%1.662%
4/25/2023Creative Financial Designs Inc. ADV1,184$37K0.0%+57.0%0.053%
4/17/2023OneAscent Financial Services LLC13,143$411K0.2%N/A0.571%
(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, 42 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($8.76M), Creative Financial Designs Inc. ADV ($7.56M), O Connor Financial Group LLC ($5.75M), OneAscent Financial Services LLC ($5.75M), EverSource Wealth Advisors LLC ($2.34M), Valmark Advisers Inc. ($2.05M), and CWM LLC ($1.82M).Learn more on TPSC's institutional investors.

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

Of the 41 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: Atria Investments Inc ($282.14K), OneAscent Financial Services LLC ($174.22K), OneAscent Wealth Management LLC ($153.96K), O Connor Financial Group LLC ($153.20K), International Assets Investment Management LLC ($86.78K), Creative Financial Designs Inc. ADV ($66.56K), and Sowell Financial Services LLC ($59K).

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

Institutional investors have bought a total of 1,341,373 shares in the last 24 months. This purchase volume represents approximately $45.13M in transactions.

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

Of the 16 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 ($46.49K), 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 OneAscent Financial Services LLC ($4.38K).

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

Institutional investors have sold a total of 198,063 shares in the last 24 months. This volume of shares sold represents approximately $6.79M in transactions.


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This page (NYSEARCA:TPSC) was last updated on 1/21/2025 by MarketBeat.com Staff
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