TPSC institutional holders

Timothy Plan US Small Cap Core ETF · 98 reporting institutions · $263.7M reported value

Funds that can replace TPSC · TPSC return decomposition

Institutional holdings

Institutions reporting TPSC, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$45.1M23,4582026-06-30
Westwood Holdings Group Inc$27.8M02026-06-30
Stifel Financial Corp$17.9M02026-06-30
Christian Investment Advisors, Inc.$16.2M52026-06-30
Creative Financial Designs Inc /adv$14.5M02026-06-30
Bare Financial Services, Inc$13M102026-06-30
Ameriprise Financial Inc$9.6M02026-06-30
Faithward Advisors, LLC$8.8M182026-06-30
Plan A Wealth LLC$8.8M82026-06-30
Kestra Advisory Services, LLC$8M1,4792026-06-30
Oneascent Financial Services LLC$7.7M852026-06-30
O'Connor Financial Group LLC$7.4M42026-06-30
Assetmark, Inc$5.9M2202026-06-30
Wealth Enhancement Advisory Services, LLC$5.7M1,0262026-06-30
Eversource Wealth Advisors, LLC$5M772026-06-30
Sound Financial Strategies Group, LLC$3.6M52026-06-30
Turning Point Benefit Group, Inc.$3.5M152026-06-30
Goldman Sachs Group Inc$2.8M02026-06-30
Jones Financial Companies LLLP$2.8M02026-06-30
Family Wealth Partners, LLC$2.7M02026-06-30
Focus Partners Advisor Solutions, LLC$2.7M422026-06-30
Benjamin Edwards Inc$2.6M02026-06-30
Investment Research Partners$2.5M72026-06-30
Ifp Advisors, Inc$2.5M3182026-06-30
Valmark Advisers, Inc.$2.3M2952026-06-30
Cetera Investment Advisers$1.9M10,3702026-06-30
Cwm, LLC$1.9M6672026-03-31
Rfg Advisory, LLC$1.7M1912026-06-30
United Capital Financial Advisors, LLC$1.6M1662026-06-30
First Heartland Consultants, Inc.$1.4M992026-06-30
Sound Stewardship, LLC$1.3M92026-06-30
Commonwealth Equity Services, LLC$1.3M2,8632026-06-30
Envestnet Pmc$1.3M602026-06-30
Worthpointe, LLC$1.2M72026-06-30
J.W. Cole Advisors, Inc.$1.1M4992026-06-30
Allworth Financial, LP$1.1M3172026-06-30
Susquehanna International Group, LLP$994.5K02026-06-30
Sageoak Financial, LLC$935.7K32026-06-30
Chevy Chase Trust Holdings, LLC$930.7K02026-06-30
Truewealth Advisors, LLC$918.7K142026-06-30
Osaic Holdings, Inc.$867.3K02026-06-30
Sowell Financial Services LLC$861.9K1082026-06-30
Raymond James Financial Inc$842.9K02026-06-30
Discipline Wealth Solutions, Inc.$811.2K192026-06-30
Geneos Wealth Management, Inc.$764.9K1932026-06-30
Farther Finance Advisors, LLC$752.7K3342026-06-30
Frontier Asset Management, LLC$728.7K92026-06-30
Vicus Capital$669K902026-06-30
World Investment Advisors$541.6K3592026-06-30
Merit Financial Group, LLC$522.5K2952026-06-30
UBS Group AG$519.9K02026-06-30
Kavar Capital Partners Group, LLC$456K42026-06-30
Pioneer Wealth Management Group$446.5K112026-06-30
Jane Street Group, LLC$443.4K02026-06-30
Strategic Equity Management$387.7K82026-06-30
Northwestern Mutual Wealth Management Co$368.1K02026-06-30
Moneywise, Inc.$351.4K02026-06-30
Advisory Services Network$349.5K2532026-06-30
Strategic Blueprint, LLC$308.9K552026-06-30
Oneascent Wealth Management$299K122026-06-30
Values First Advisors, Inc.$295.8K72026-06-30
Kovack Advisors, Inc.$295.1K2582026-06-30
Bfi Wealth Solutions, LLC$264.2K12026-06-30
Demars Financial Group, LLC$257.6K42026-06-30
Abundance Wealth Counselors, LLC$249.2K122026-06-30
Citadel Advisors LLC$241.1K02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$238.6K162026-06-30
Symphony Financial, Ltd. Co.$225.4K462026-06-30
Carlson Financial, Inc.$213.8K42026-06-30
Integrated Wealth Concepts LLC$186.4K4802026-06-30
Ifg Advisory, LLC$123.8K1102026-06-30
Bankplus Trust Department$106.5K02026-06-30
Rossby Financial, Lcc$98.1K312026-06-30
Midwest Capital Advisors, LLC$90.6K82026-06-30
Blue Trust, Inc.$75.9K02026-06-30
Aptus Capital Advisors, LLC$67.7K212026-06-30
Nemes Rush Group LLC$59.5K92026-06-30
New. Advisory Services, LLC$58K152026-06-30
Advisornet Wealth Partners$36.6K582026-06-30
Rockefeller Capital Management LP$27.6K3462026-06-30
Global Retirement Partners LLC$24K4912026-06-30
Arax Advisory Partners$22.2K2322026-06-30
Mather Group, Llc.$20.9K1102026-06-30
Corecap Advisors, LLC$15.4K1182026-06-30
Keating Financial Advisory Services, Inc.$13.4K252026-06-30
Jpmorgan Chase & Co$13.2K02026-06-30
Harbour Investments, Inc.$12.4K2472026-06-30
Fifth Third Bancorp$5K02026-06-30
Comerica Bank$4K02025-12-31
Vanguard Advisers Inc$3.8K2,4692026-06-30
Main Street Group, Ltd$2.1K92026-06-30
Cambridge Investment Research Advisors, Inc.$6733,9402026-03-31
Betterment LLC$611282026-06-30
Natixis Advisors, LLC$502572026-06-30
Fmr LLC$28602026-06-30
Morgan Stanley$19223,1852026-06-30
Cx Institutional$59802026-06-30
First Premier Bank$802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30