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

Timothy Plan US Small Cap Core ETF logo
$41.60 +0.69 (+1.69%)
(As of 02:15 PM ET)
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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)
27
Total
Institutional Inflows
(last 12 months)
$22.12M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.39M
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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
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%
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%
10/18/2024Whitaker 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%
7/31/2024Commonwealth Equity Services LLC9,524$338K0.0%-17.8%0.272%
7/30/2024 International Assets Investment Management LLC1,215$43K0.0%N/A0.035%
7/27/2024 Strategic Blueprint LLC25,022$889K0.1%-2.1%0.715%
7/26/2024 Cambridge Investment Research Advisors Inc.29,200$1.04M0.0%+26.9%0.834%
7/25/2024 First 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%
7/16/2024 Envestnet Portfolio Solutions Inc.9,837$349K0.0%-6.0%0.281%
7/15/2024 Dynamic Advisor Solutions LLC14,212$505K0.0%N/A0.406%
7/9/2024 Mather Group LLC.1,045$38K0.0%N/A0.030%
6/11/2024 EverSource Wealth Advisors LLC58,727$2.02M0.2%+28.2%1.678%
5/24/2024Cetera Advisors LLC11,201$411K0.0%-17.0%0.320%
5/21/2024 Atria Investments Inc124,253$4.56M0.1%N/A3.550%
5/6/2024 Envestnet Portfolio Solutions Inc.10,470$384K0.0%+5.6%0.299%
4/30/2024 J.W. Cole Advisors Inc.14,911$547K0.0%+2.4%0.426%
4/23/2024 Strategic Blueprint LLC25,549$937K0.1%-2.9%0.741%
4/17/2024 Vicus Capital11,005$404K0.0%+6.9%0.319%
4/16/2024 OneAscent Financial Services LLC156,696$5.75M0.6%+269.4%4.542%
4/16/2024 OneAscent 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%
2/12/2024 WorthPointe LLC19,114$676K0.3%+64.2%0.796%
2/9/2024 Advisory Services Network LLC9,476$335K0.0%N/A0.395%
2/9/2024 EverSource Wealth Advisors LLC45,810$1.62M0.1%+16.8%1.909%
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2/8/2024 First Heartland Consultants Inc.11,222$397K0.0%-11.2%0.468%
2/7/2024 Envestnet Portfolio Solutions Inc.9,914$351K0.0%+32.8%0.413%
2/6/2024 Bare Financial Services Inc9,731$344K0.7%N/A0.405%
2/5/2024 Silver Oak Securities Incorporated6,087$215K0.0%+232.1%0.254%
2/1/2024 Vicus Capital10,293$364K0.0%+3.0%0.429%
1/31/2024 J.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%
1/23/2024Householder Group Estate & Retirement Specialist LLC8,447$298K0.1%+107.7%0.352%
1/18/2024 Symphony Financial Ltd. Co.6,062$205K0.0%N/A0.253%
1/17/2024 Sound Stewardship LLC20,393$722K0.5%+146.3%0.850%
1/12/2024Whitaker Myers Wealth Managers LTD.8,942$316K0.2%-3.7%0.373%
1/11/2024 OneAscent Wealth Management LLC6,078$215K0.1%-93.1%0.253%
1/11/2024 OneAscent Financial Services LLC42,417$1.50M0.2%-9.4%1.767%
1/10/2024 Creative Financial Designs Inc. ADV76,685$2.71M0.3%+2.4%3.195%
11/20/2023 Silver Oak Securities Incorporated1,833$57K0.0%-89.1%0.076%
11/13/2023 Frontier Asset Management LLC44,843$1.39M0.6%-29.4%1.868%
11/13/2023 Envestnet Portfolio Solutions Inc.7,463$231K0.0%N/A0.311%
11/13/2023 Kestra Advisory Services LLC21,106$654K0.0%+57.9%0.879%
11/9/2023 Oliver Lagore Vanvalin Investment Group2,891$90K0.0%+140.5%0.120%
11/9/2023 First Heartland Consultants Inc.12,638$392K0.0%-49.8%0.527%
11/8/2023 Sowell Financial Services LLC19,000$589K0.0%N/A0.792%
11/7/2023 Atria Investments Inc157,882$4.89M0.1%N/A6.578%
11/4/2023 EverSource Wealth Advisors LLC39,208$1.22M0.1%+64.9%1.634%
10/26/2023 Sound Stewardship LLC8,280$257K0.2%N/A0.345%
10/24/2023 J.W. Cole Advisors Inc.14,143$438K0.0%+5.3%0.589%
10/24/2023 Cambridge Investment Research Advisors Inc.8,947$277K0.0%+10.2%0.373%
10/23/2023 Vicus 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%
10/13/2023 OneAscent Financial Services LLC46,796$1.45M0.4%N/A1.950%
10/13/2023 OneAscent Wealth Management LLC87,454$2.71M1.2%N/A3.644%
10/10/2023Householder Group Estate & Retirement Specialist LLC4,067$126K0.0%N/A0.169%
8/17/2023 Vicus Capital8,689$277K0.0%N/A0.362%
8/11/2023 WorthPointe LLC6,848$218K0.1%N/A0.285%
8/10/2023 Frontier Asset Management LLC63,482$2.02M0.9%-26.0%2.645%
8/10/2023Cetera Advisor Networks LLC24,763$790K0.0%+3.2%1.032%
8/10/2023 Cetera Investment Advisers6,391$204K0.0%N/A0.266%
8/4/2023 EverSource Wealth Advisors LLC23,784$758K0.1%+39.5%0.991%
8/2/2023 Values First Advisors Inc.5,010$160K0.1%N/A0.209%
8/2/2023 Nemes Rush Group LLC1,240$40K0.0%N/A0.052%
8/2/2023 Silver Oak Securities Incorporated16,751$534K0.1%+81.0%0.698%
8/2/2023 Sigma Planning Corp24,518$782K0.0%-1.9%1.022%
7/31/2023 LPL Financial LLC27,948$891K0.0%+62.2%1.165%
7/26/2023 First Heartland Consultants Inc.25,198$803K0.1%-3.7%1.072%
7/26/2023 Creative 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%
7/13/2023Whitaker Myers Wealth Managers LTD.9,068$289K0.2%+8.0%0.386%
7/13/2023 Cambridge Investment Research Advisors Inc.8,116$259K0.0%+6.2%0.345%
5/11/2023 EverSource Wealth Advisors LLC17,046$533K0.1%+50.2%0.758%
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5/8/2023 Sigma Planning Corp24,987$781K0.0%+2.6%1.111%
5/5/2023 Silver Oak Securities Incorporated9,255$299K0.0%N/A0.411%
5/3/2023 J.W. Cole Advisors Inc.13,496$422K0.0%+4.0%0.600%
5/2/2023 HHM Wealth Advisors LLC3,878$121K0.0%+53.9%0.172%
4/28/2023 Strategic Blueprint LLC37,400$1.17M0.1%+7.6%1.662%
4/25/2023 Creative Financial Designs Inc. ADV1,184$37K0.0%+57.0%0.053%
4/17/2023 OneAscent Financial Services LLC13,143$411K0.2%N/A0.571%
4/17/2023 First Heartland Consultants Inc.26,174$818K0.1%+10.7%1.138%
4/14/2023 O Connor Financial Group LLC126,780$3.96M3.0%N/A5.512%
2/15/2023 Frontier Asset Management LLC85,938$2.62M1.2%-6.0%3.819%
(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, 41 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), OneAscent Financial Services LLC ($5.75M), O Connor Financial Group LLC ($5.52M), 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 40 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 ($150.37K), 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 1,343,020 shares in the last 24 months. This purchase volume represents approximately $45.14M 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 197,638 shares in the last 24 months. This volume of shares sold represents approximately $6.77M in transactions.


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This page (NYSEARCA:TPSC) was last updated on 11/21/2024 by MarketBeat.com Staff
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