Timothy Plan US Small CapTPSCETF
13F holders, Q1 2025 (March 31)73holders
12new positions
10sold out
1famous investor
$37.22avg. 13F price*
At the end of Q1 2025, 73 institutions reported holding Timothy Plan US Small Cap Co. (TPSC) in their 13F filings, unchanged from Q4 2024. 12 opened new positions and 10 sold out. The largest holders were Christian Investment Advisors, Inc. ($12.7M), Creative Financial Designs Inc. ($8.3M) and Bare Financial Services, Inc ($8.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Timothy Plan US Small Cap Co.
- CUSIP
- 887432342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 10 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 571,438 shares bought and 246,864 shares sold, net +324,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Christian Investment Advisors, Inc. | 8.86% | Add +0.5% | 327,698 | $12.7M |
| Creative Financial Designs Inc. | 0.66% | Add +6.9% | 223,946 | $8.3M |
| Bare Financial Services, Inc | 3.10% | Add +6.0% | 218,057 | $8.1M |
| LPL Financial LLC | 0.00% | Add +10.2% | 212,917 | $7.9M |
| OneAscent Financial Services LLC | 0.51% | Add +112.8% | 210,176 | $7.8M |
| Faithward Advisors, LLC | 1.20% | Add +0.0% | 185,874 | $6.9M |
| O'Connor Financial Group LLC | 2.88% | Add +1.6% | 149,508 | $5.5M |
| CreativeOne Wealth, LLC | 0.15% | Add +267.9% | 136,614 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +89.3% | 100,588 | $3.7M |
| Plan A Wealth LLC | 2.60% | Add +91.1% | 90,677 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.1% | 67,337 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -4.5% | 62,430 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +19.5% | 57,206 | $2.1M |
| Cwm, LLC | 0.01% | Add +3.3% | 45,789 | $1.7M |
| Sound Financial Strategies Group, LLC | 1.48% | Add +14.5% | 44,756 | $1.7M |
| Frontier Asset Management, LLC | 0.48% | Reduce -9.2% | 44,497 | $1.6M |
| First Heartland Consultants, Inc. | 0.16% | Add +5.2% | 41,182 | $1.5M |
| Citadel Advisors | 0.00% | Add +83.1% | 39,087 | $1.4M |
| OneAscent Wealth Management LLC | 0.50% | Add +9.3% | 31,358 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +17.5% | 30,485 | $1.1M |
| XY Planning Network, Inc. | 0.70% | Add +5.6% | 28,456 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 25,538 | $946K |
| Cerity Partners LLC | 0.00% | No change | 24,755 | $917K |
| Sound Stewardship, LLC | 0.51% | Reduce -1.0% | 24,292 | $900K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.2% | 20,562 | $761K |
| Strategic Blueprint, LLC | 0.04% | Reduce -17.2% | 20,176 | $747K |
| Strategic Equity Management | 0.31% | New | 19,983 | $740K |
| Osaic Holdings, Inc. | 0.00% | Add +257.8% | 18,537 | $687K |
| Susquehanna International Group, LLP | 0.00% | New | 17,444 | $646K |
| Moneywise, Inc. | 0.33% | New | 17,057 | $632K |
| IFP Advisors, Inc | 0.02% | Add +14.1% | 16,854 | $624K |
| TrueWealth Advisors, LLC | 0.20% | New | 16,465 | $610K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.8% | 15,484 | $573K |
| Vicus Capital | 0.05% | Add +2.1% | 15,109 | $559K |
| RFG Advisory, LLC | 0.01% | New | 14,761 | $547K |
| United Capital Financial Advisors, LLC | 0.00% | Add +106.4% | 12,648 | $468K |
| SageOak Financial, LLC | 0.41% | Add +38.1% | 12,521 | $464K |
| Jones Financial Companies LLLP | 0.00% | Add +246.4% | 12,035 | $444K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 11,514 | $426K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.9% | 11,485 | $425K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +11.6% | 10,851 | $402K |
| Turning Point Benefit Group, Inc. | 0.36% | Reduce -93.1% | 11,332 | $380K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,400 | $348K |
| Allworth Financial LP | 0.00% | Add +100.7% | 9,415 | $337K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -22.2% | 8,707 | $323K |
| UBS Group AG | 0.00% | Reduce -19.7% | 8,122 | $301K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.4% | 7,527 | $279K |
| Schwallier Wealth Management LLC | 0.19% | New | 6,942 | $257K |
| Efficient Advisors, LLC | 0.02% | Add +0.2% | 6,581 | $244K |
| Geneos Wealth Management Inc. | 0.01% | Add +30.9% | 6,559 | $243K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 6,159 | $228K |
| Kavar Capital Partners Group, LLC | 0.04% | New | 5,824 | $216K |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 5,662 | $210K |
| Symphony Financial, Ltd. Co. | 0.12% | Reduce -10.8% | 5,942 | $202K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,439 | $201K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,218 | $119K |
| Values First Advisors, Inc. | 0.06% | Reduce -29.1% | 2,929 | $108K |
| N.E.W. Advisory Services LLC | 0.01% | New | 2,316 | $86K |
| Midwest Capital Advisors, LLC | 0.04% | Add +0.1% | 1,869 | $69K |
| Principal Securities, Inc. | 0.00% | No change | 1,764 | $69K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.6% | 1,829 | $68K |
| Winnacle Wealth LLC | 0.04% | Add +2.5% | 1,292 | $48K |
| Nemes Rush Group LLC | 0.01% | No change | 1,240 | $46K |
| Blue Trust, Inc. | 0.00% | Add +106.2% | 1,136 | $42K |
| Mather Group, Llc. | 0.00% | No change | 1,045 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 612 | $23K |
| Larson Financial Group LLC | 0.00% | Add +11.6% | 521 | $19K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.2% | 364 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 320 | $12K |
| FMR LLC | 0.00% | Add +133.3% | 238 | $9K |
| Creekmur Asset Management LLC | 0.00% | Reduce -19.3% | 163 | $6K |
| Rossby Financial, LCC | 0.00% | New | 139 | $5K |
| Comerica Bank | 0.00% | Add +17.6% | 87 | $3K |
"% of holder's portfolio" is TPSC's weight in each manager's 13F, not the share of Timothy Plan US Small Cap Co. the manager owns.