Who owns Timothy Plan US Small Cap Core ETF?
Institutional ownership of TPSC from SEC Form 13F filings across 60 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
60
13F holders
$180.7M
value, 2026 filers
51.1%
of shares outstanding (3.8M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TPSC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 939,102 | $45.1M | 0.0% | 12.5% | +2.6% |
| 2 | WESTWOOD HOLDINGS GROUP INC | 580,000 | $27.8M | 0.2% | 7.7% | 0.0% |
| 3 | STIFEL FINANCIAL CORP | 374,020 | $17.9M | 0.0% | 5% | +104.8% |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | 302,545 | $14.5M | 0.7% | 4% | +4.5% |
| 5 | AMERIPRISE FINANCIAL INC | 200,039 | $9.6M | 0.0% | 2.7% | +11.0% |
| 6 | Kestra Advisory Services, LLC | 166,301 | $8.0M | 0.0% | 2.2% | +3.7% |
| 7 | OneAscent Financial Services LLC | 160,784 | $7.7M | 0.4% | 2.1% | +6.5% |
| 8 | ASSETMARK, INC | 122,525 | $5.9M | 0.0% | 1.6% | +1.8% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120,039 | $5.7M | 0.0% | 1.6% | +18.4% |
| 10 | EverSource Wealth Advisors, LLC | 104,830 | $5.0M | 0.2% | 1.4% | +8.0% |
| 11 | GOLDMAN SACHS GROUP INC | 59,080 | $2.8M | 0.0% | 0.8% | -32.0% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 58,745 | $2.8M | 0.0% | 0.8% | +47.5% |
| 13 | Focus Partners Advisor Solutions, LLC | 55,914 | $2.7M | 0.0% | 0.7% | +13.2% |
| 14 | BENJAMIN EDWARDS INC | 54,341 | $2.6M | 0.0% | 0.7% | +34.9% |
| 15 | IFP Advisors, Inc | 51,150 | $2.5M | 0.0% | 0.7% | +2.0% |
| 16 | Valmark Advisers, Inc. | 47,517 | $2.3M | 0.0% | 0.6% | +11.5% |
| 17 | Cetera Investment Advisers | 40,640 | $1.9M | 0.0% | 0.5% | -3.6% |
| 18 | RFG Advisory, LLC | 34,583 | $1.7M | 0.0% | 0.5% | +16.1% |
| 19 | Cambridge Investment Research Advisors, Inc. | 30,378 | $1,458 | 0.0% | 0.4% | +91.5% |
| 20 | First Heartland Consultants, Inc. | 29,710 | $1.4M | 0.1% | 0.4% | +5.6% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 27,248 | $1.3M | 0.0% | 0.4% | +72.9% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 26,580 | $1.3M | 0.0% | 0.4% | +0.7% |
| 23 | J.W. COLE ADVISORS, INC.NEW | 22,862 | $1.1M | 0.0% | 0.3% | new |
| 24 | Allworth Financial LP | 22,439 | $1.1M | 0.0% | 0.3% | +4.7% |
| 25 | Merit Financial Group, LLC | 21,780 | $1.0M | 0.0% | 0.3% | +145.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.