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Disclosery

TPSC TIMOTHY PLAN

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U S SM CP CORE (fund)

72 managers (74 13F filers) reported a position in TPSC shares at 2025-03-31, 2,818,403 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
72
13F filers
74
New
12
Added
42
Reduced
14
Sold out
10
Shares held by filers
2,818,403

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Christian Investment Advisors, Inc.327,698$12.7M8.86%+1,65013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding241,534$8.94M+114,049Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV223,946$8.29M0.66%+14,41313F-HRTimeline
Bare Financial Services, Inc218,057$8.07M3.1%+12,40313F-HRTimeline
LPL Financial LLC212,917$7.88M<0.01%+19,76713F-HRTimeline
Faithward Advisors, LLC185,874$6.88M1.2%+5613F-HRTimeline
O'Connor Financial Group LLC149,508$5.54M2.88%+2,28513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC136,614$5.06M0.15%+99,47713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC100,588$3.72M0.02%+47,45613F-HRTimelineGroup
Plan A Wealth LLC90,677$3.36M2.6%+43,23813F-HRTimeline
Cambridge Investment Research Advisors,…67,337$2.49M0.01%+6,19713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…62,430$2.31M0.13%-2,96713F-HRTimelineGroup
Valmark Advisers, Inc.57,206$2.12M0.03%+9,32913F-HRTimeline
CWM, LLCin group CWM, LLC45,789$1.7M0.01%+1,44213F-HRTimelineGroup
Sound Financial Strategies Group, LLC44,756$1.66M1.48%+5,67013F-HRTimeline
Frontier Asset Management, LLC44,497$1.65M0.48%-4,50813F-HRTimeline
First Heartland Consultants, Inc.41,182$1.52M0.16%+2,03213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,087$1.45M<0.01%+17,73713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding37,023$1.37M+1,753Timeline
Cetera Investment Advisers30,485$1.13M<0.01%+4,53613F-HRTimeline
XY Planning Network, Inc.28,456$1.05M0.7%+1,51013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,755$917K<0.01%013F-HRTimelineGroup
Sound Stewardship, LLC24,292$900K0.51%-24513F-HRTimeline
J.W. COLE ADVISORS, INC.20,562$761K0.02%+63313F-HRTimeline
Strategic Blueprint, LLC20,176$747K0.04%-4,18613F-HRTimeline
Strategic Equity Management19,983$740K0.31%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,537$687K<0.01%+13,35613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,444$646K<0.01%new13F-HRTimelineGroup
MONEYWISE, INC.17,057$632K0.33%new13F-HRTimeline
IFP Advisors, Inc16,854$624K0.02%+2,07713F-HRTimeline
TrueWealth Advisors, LLC16,465$610K0.2%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,484$573K<0.01%+84413F-HRTimeline
VICUS CAPITAL15,109$559K0.05%+30713F-HRTimeline
RFG Advisory, LLC14,761$547K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.13,560$502K0.01%+8,54813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,648$468K<0.01%+6,52013F-HRTimelineGroup
SageOak Financial, LLC12,521$464K0.41%+3,45513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,035$444K<0.01%+8,56113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,514$426K<0.01%+46613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,851$402K0.11%+1,13013F-HRTimeline
Turning Point Benefit Group, Inc.11,332$380K0.36%-151,94113F-HRTimeline
Atria Wealth Solutions, Inc.9,400$348K<0.01%new13F-HRTimeline
Allworth Financial LP9,415$337K<0.01%+4,72413F-HRTimeline
Arete Wealth Advisors, LLC8,707$323K0.02%-2,48113F-HRTimeline
UBS Group AGin group UBS Group AG8,122$301K<0.01%-1,99013F-HRTimelineGroup
Advisory Services Network, LLC7,527$279K0.01%-43213F-HRTimeline
Schwallier Wealth Management LLC6,942$257K0.19%new13F-HRTimeline
Efficient Advisors, LLC6,581$244K0.02%+1613F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,159$228K0.03%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,824$216K0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,662$210K<0.01%+4713F-HRTimelineGroup
Symphony Financial, Ltd. Co.5,942$202K0.12%-72113F-HRTimeline
Dynamic Advisor Solutions LLC5,439$201K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC3,218$119K0.02%013F-HRTimeline
Values First Advisors, Inc.2,929$108K0.06%-1,20013F-HRTimeline
N.E.W. Advisory Services LLC2,316$85.8K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC1,869$69.2K0.04%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,764$68.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,829$67.7K<0.01%-1113F-HRTimeline
WINNACLE WEALTH LLC1,292$47.8K0.04%+3113F-HRTimeline
Nemes Rush Group LLC1,240$45.9K0.01%013F-HRTimeline
Blue Trust, Inc.1,136$42.1K<0.01%+58513F-HRTimeline
MATHER GROUP, LLC.1,045$38.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc612$22.7K<0.01%+613F-HRTimeline
Larson Financial Group LLC521$19.3K<0.01%+5413F-HRTimeline
GeoWealth Management, LLC364$13.5K<0.01%-1213F-HRTimeline
CoreCap Advisors, LLC320$11.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC238$8.81K<0.01%+13613F-HRTimelineGroup
Creekmur Asset Management LLC163$6.04K<0.01%-3913F-HRTimeline
Rossby Financial, LCC139$4.96K<0.01%new13F-HRTimeline
COMERICA BANK87$3.22K<0.01%+1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-50813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.