Timothy Plan US Small CapTPSCETF
13F holders, Q1 2026 (March 31)89holders +3
11new positions
6sold out
1famous investor
$42.34avg. 13F price*
At the end of Q1 2026, 89 institutions reported holding Timothy Plan US Small Cap Co. (TPSC) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($38.8M), Westwood Holdings Group Inc. ($24.6M) and Christian Investment Advisors, Inc. ($14.8M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $11.9M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,062,641 shares bought and 609,597 shares sold, net +453,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| LPL Financial LLC | 0.01% | Add +119.2% | 915,259 | $38.8M |
| Westwood Holdings Group Inc. | 0.18% | No change | 580,000 | $24.6M |
| Christian Investment Advisors, Inc. | 9.38% | Add +0.4% | 339,499 | $14.8M |
| Creative Financial Designs Inc. | 0.75% | Reduce -0.7% | 289,506 | $12.3M |
| Bare Financial Services, Inc | 2.95% | Add +3.1% | 262,512 | $11.1M |
| Faithward Advisors, LLC | 1.12% | Add +1.0% | 184,261 | $7.8M |
| Stifel Financial Corp. | 0.01% | Reduce -17.1% | 182,661 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -66.3% | 180,293 | $7.7M |
| Plan A Wealth LLC | 3.59% | Add +2.1% | 176,510 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.2% | 160,321 | $6.8M |
| O'Connor Financial Group LLC | 2.66% | Reduce -0.9% | 153,011 | $6.5M |
| OneAscent Financial Services LLC | 0.35% | Add +7.7% | 150,978 | $6.4M |
| CreativeOne Wealth, LLC | 0.14% | New | 138,805 | $5.9M |
| Assetmark, Inc. | 0.01% | Add +4.5% | 120,412 | $5.1M |
| Turning Point Benefit Group, Inc. | 3.11% | Add +62.8% | 141,847 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -33.6% | 101,394 | $4.3M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +12.6% | 93,831 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 86,865 | $3.7M |
| Sound Financial Strategies Group, LLC | 2.11% | Add +71.5% | 72,894 | $3.1M |
| XY Planning Network, Inc. | 0.37% | Add +12.5% | 53,729 | $2.3M |
| Investment Research Partners LLC | 0.87% | Add +7.7% | 50,339 | $2.1M |
| IFP Advisors, Inc | 0.04% | Add +1.5% | 50,166 | $2.1M |
| Family Wealth Partners, LLC | 0.72% | Add +52.4% | 49,510 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +52.5% | 49,414 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -3.2% | 45,132 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +2.8% | 42,603 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 42,153 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +149.6% | 40,277 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 39,818 | $1.7M |
| Frontier Asset Management, LLC | 0.34% | Add +12.8% | 37,858 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +103.3% | 31,722 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +12.7% | 29,781 | $1.3M |
| WorthPointe, LLC | 0.34% | Reduce -29.3% | 29,713 | $1.3M |
| Sound Stewardship, LLC | 0.56% | Add +2.0% | 28,707 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.0% | 28,410 | $1.2M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -0.7% | 28,141 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 26,385 | $1.1M |
| Cerity Partners LLC | 0.00% | No change | 21,838 | $927K |
| Allworth Financial LP | 0.00% | Add +8.0% | 21,438 | $910K |
| Citadel Advisors | 0.00% | Reduce -30.3% | 21,399 | $908K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 20,170 | $856K |
| SageOak Financial, LLC | 0.60% | Reduce -1.1% | 20,116 | $854K |
| Sowell Financial Services LLC | 0.03% | Reduce -48.4% | 17,111 | $726K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -19.2% | 17,035 | $723K |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 16,954 | $720K |
| Discipline Wealth Solutions, LLC | 0.07% | New | 16,401 | $696K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.4% | 15,866 | $673K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 15,760 | $669K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.2% | 15,316 | $650K |
| OneAscent Wealth Management LLC | 0.20% | Reduce -13.2% | 14,006 | $594K |
| Farther Finance Advisors, LLC | 0.01% | Add +1334.9% | 13,775 | $589K |
| Geneos Wealth Management Inc. | 0.01% | Add +29.9% | 13,667 | $580K |
| UBS Group AG | 0.00% | Add +19.6% | 13,296 | $564K |
| Vicus Capital | 0.04% | Add +0.6% | 12,625 | $536K |
| Betterment LLC | 0.00% | Add +4.4% | 12,065 | $512K |
| World Investment Advisors | 0.01% | New | 11,796 | $501K |
| Strategic Blueprint, LLC | 0.03% | Add +27.6% | 11,435 | $485K |
| Merit Financial Group, LLC | 0.00% | Add +13.9% | 8,878 | $377K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +1.7% | 8,844 | $375K |
| Strategic Equity Management | 0.14% | Reduce -68.1% | 8,565 | $364K |
| Pioneer Wealth Management Group | 0.10% | Add +13.7% | 7,987 | $339K |
| Advisory Services Network, LLC | 0.00% | Add +3.8% | 7,618 | $323K |
| Moneywise, Inc. | 0.14% | Reduce -64.9% | 7,604 | $323K |
| Schwallier Wealth Management LLC | 0.20% | Reduce -1.6% | 6,605 | $280K |
| Kovack Advisors, Inc. | 0.01% | New | 5,334 | $228K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +637.4% | 5,324 | $226K |
| Whitaker-Myers Wealth Managers, LTD. | 0.04% | Reduce -2.0% | 5,247 | $223K |
| BFI Wealth Solutions, LLC | 0.21% | No change | 5,157 | $222K |
| Values First Advisors, Inc. | 0.10% | Reduce -36.7% | 4,305 | $183K |
| Rossby Financial, LCC | 0.02% | Reduce -1.2% | 2,061 | $88K |
| Midwest Capital Advisors, LLC | 0.04% | Add +0.2% | 1,883 | $80K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 1,582 | $67K |
| CX Institutional | 0.00% | Reduce -77.9% | 1,239 | $53K |
| Nemes Rush Group LLC | 0.01% | No change | 1,240 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -13.5% | 1,199 | $51K |
| BankPlus Trust Department | 0.01% | New | 957 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.3% | 777 | $33K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.0% | 765 | $32K |
| Park National Corp. | 0.00% | New | 511 | $22K |
| Mather Group, Llc. | 0.00% | New | 435 | $18K |
| GeoWealth Management, LLC | 0.00% | Reduce -2.1% | 370 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 320 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.8% | 277 | $12K |
| First PREMIER Bank | 0.00% | No change | 175 | $7K |
| SHP Wealth Management | 0.00% | No change | 120 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 114 | $5K |
| Fifth Third Bancorp | 0.00% | New | 104 | $4K |
| FMR LLC | 0.00% | Reduce -91.4% | 9 | $372 |
| Morgan Stanley | 0.00% | Reduce -55.6% | 4 | $170 |
"% 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.