Who owns Timothy Plan US Small Cap Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TPSC from SEC Form 13F filings across 95 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.
As of the 2026-06-30 reporting period, 95 institutions disclosed 5.5M shares of Timothy Plan US Small Cap Core ETF worth $263.5M — about 73.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
95
13F holders
$263.5M
value, 2026 filers
73.4%
of shares outstanding (5.5M sh)
14
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 | Christian Investment Advisors, Inc. | 338,432 | $16.2M | 9.6% | 4.5% | -0.3% |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 302,545 | $14.5M | 0.7% | 4% | +4.5% |
| 6 | Bare Financial Services, Inc | 271,703 | $13.0M | 3.0% | 3.6% | +3.5% |
| 7 | AMERIPRISE FINANCIAL INC | 200,039 | $9.6M | 0.0% | 2.7% | +11.0% |
| 8 | Faithward Advisors, LLC | 183,599 | $8.8M | 1.1% | 2.5% | -0.4% |
| 9 | Plan A Wealth LLC | 182,718 | $8.8M | 3.7% | 2.4% | +3.5% |
| 10 | Kestra Advisory Services, LLC | 166,301 | $8.0M | 0.0% | 2.2% | +3.7% |
| 11 | OneAscent Financial Services LLC | 160,784 | $7.7M | 0.4% | 2.1% | +6.5% |
| 12 | O'Connor Financial Group LLC | 153,956 | $7.4M | 2.6% | 2.1% | +0.6% |
| 13 | ASSETMARK, INC | 122,525 | $5.9M | 0.0% | 1.6% | +1.8% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120,039 | $5.7M | 0.0% | 1.6% | +18.4% |
| 15 | EverSource Wealth Advisors, LLC | 104,830 | $5.0M | 0.2% | 1.4% | +11.7% |
| 16 | Sound Financial Strategies Group, LLC | 74,136 | $3.6M | 2.3% | 1% | +1.7% |
| 17 | Turning Point Benefit Group, Inc. | 72,706 | $3.5M | 1.5% | 1% | -48.7% |
| 18 | GOLDMAN SACHS GROUP INC | 59,080 | $2.8M | 0.0% | 0.8% | -32.0% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 58,745 | $2.8M | 0.0% | 0.8% | +47.5% |
| 20 | FAMILY WEALTH PARTNERS, LLC | 56,018 | $2.7M | 0.8% | 0.7% | +13.1% |
| 21 | Focus Partners Advisor Solutions, LLC | 55,914 | $2.7M | 0.0% | 0.7% | +13.2% |
| 22 | BENJAMIN EDWARDS INC | 54,341 | $2.6M | 0.0% | 0.7% | +34.9% |
| 23 | Investment Research Partners LLC | 51,415 | $2.5M | 0.8% | 0.7% | +2.1% |
| 24 | IFP Advisors, Inc | 51,150 | $2.5M | 0.0% | 0.7% | +2.0% |
| 25 | Valmark Advisers, Inc. | 47,517 | $2.3M | 0.0% | 0.6% | +11.5% |
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.