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Disclosery

TPSC TIMOTHY PLAN

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U S SM CP CORE (fund)

74 managers (76 13F filers) reported a position in TPSC shares at 2025-06-30, 3,213,560 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
74
13F filers
76
New
5
Added
46
Reduced
19
Sold out
4
Shares held by filers
3,213,560

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC380,406$14.7M<0.01%+167,48913F-HRTimeline
Christian Investment Advisors, Inc.274,338$10.6M7.34%-53,36013F-HRTimeline
Bare Financial Services, Inc234,255$9.06M3.06%+16,19813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV206,062$7.97M0.57%-17,88413F-HRTimeline
Faithward Advisors, LLC186,107$7.2M1.12%+23313F-HRTimeline
O'Connor Financial Group LLC153,339$6.15M2.71%+3,83113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding156,341$6.05M-85,193Timeline
Plan A Wealth LLC156,022$6.03M3.42%+65,34513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC143,059$5.53M0.14%+6,44513F-HRTimelineGroup
Turning Point Benefit Group, Inc.134,541$5.2M3.94%+123,20913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC130,041$5.03M0.02%+29,45313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69,149$2.67M0.12%+6,71913F-HRTimelineGroup
Valmark Advisers, Inc.63,390$2.45M0.03%+6,18413F-HRTimeline
Cambridge Investment Research Advisors,…62,492$2.42M0.01%-4,84513F-HRTimeline
Frontier Asset Management, LLC50,054$1.94M0.53%+5,55713F-HRTimeline
Sowell Financial Services LLC48,789$1.89M0.08%new13F-HRTimeline
IFP Advisors, Inc47,526$1.84M0.05%+30,67213F-HRTimeline
CWM, LLCin group CWM, LLC46,911$1.81M0.01%+1,12213F-HRTimelineGroup
XY Planning Network, Inc.44,373$1.72M0.58%+15,91713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,444$1.64M<0.01%+3,35713F-HRTimelineGroup
First Heartland Consultants, Inc.42,431$1.64M0.15%+1,24913F-HRTimeline
Sound Financial Strategies Group, LLC42,392$1.64M1.39%-2,36413F-HRTimeline
Cetera Investment Advisers35,109$1.36M<0.01%+4,62413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,138$1.32M-2,885Timeline
Cerity Partners LLCin group Cerity Partners LLC24,755$958K<0.01%013F-HRTimelineGroup
Sound Stewardship, LLC24,161$935K0.48%-13113F-HRTimeline
Strategic Equity Management22,792$882K0.32%+2,80913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,133$818K<0.01%+2,59613F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.20,664$799K0.02%+10213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,228$782K<0.01%+2,78413F-HRTimelineGroup
SageOak Financial, LLC19,041$737K0.59%+6,52013F-HRTimeline
MONEYWISE, INC.18,770$726K0.34%+1,71313F-HRTimeline
RFG Advisory, LLC18,595$719K0.02%+3,83413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,240$667K0.01%+4,59213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,161$664K<0.01%+5,12613F-HRTimelineGroup
TrueWealth Advisors, LLC16,653$644K0.19%+18813F-HRTimeline
VICUS CAPITAL16,383$634K0.05%+1,27413F-HRTimeline
Strategic Blueprint, LLC16,002$619K0.03%-4,17413F-HRTimeline
Allworth Financial LP15,796$611K<0.01%+6,38113F-HRTimeline
Arete Wealth Advisors, LLC12,670$490K0.03%+3,96313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,917$461K<0.01%+40313F-HRTimeline
Atria Wealth Solutions, Inc.10,892$437K0.01%+1,49213F-HRTimeline
Symphony Financial, Ltd. Co.10,630$423K0.06%+4,68813F-HR/ATimeline
Whitaker-Myers Wealth Managers, LTD.10,742$415K0.1%-10913F-HRTimeline
UBS Group AGin group UBS Group AG10,186$394K<0.01%+2,06413F-HRTimelineGroup
Geneos Wealth Management Inc.8,874$343K0.01%-4,68613F-HRTimeline
Advisory Services Network, LLC7,184$281K<0.01%-34313F-HRTimeline
Pioneer Wealth Management Group6,974$270K0.1%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC6,974$270K0.04%+1,15013F-HRTimeline
Schwallier Wealth Management LLC6,631$257K0.16%-31113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,345$245K0.03%+18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,366$215K<0.01%-10,11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,444$211K<0.01%-21813F-HRTimelineGroup
HHM Wealth Advisors, LLC4,068$157K0.02%+85013F-HRTimeline
Rossby Financial, LCC2,101$81.3K0.03%+1,96213F-HRTimeline
Midwest Capital Advisors, LLC1,870$72.3K0.04%+113F-HRTimeline
Blue Trust, Inc.1,487$57.5K<0.01%+35113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,447$56K<0.01%-38213F-HRTimeline
Values First Advisors, Inc.1,355$52.4K0.03%-1,57413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,281$49.5K<0.01%-48313F-HRTimelineGroup
Nemes Rush Group LLC1,240$48K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,145$42.4K0.02%13F-HRTimeline
AdvisorNet Financial, Inc1,034$40K<0.01%+42213F-HRTimeline
Larson Financial Group LLC571$22.1K<0.01%+5013F-HRTimeline
GeoWealth Management, LLC408$15.8K<0.01%+4413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…400$15.5K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA387$15K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC320$12.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC170$6.56K<0.01%-2,14613F-HRTimeline
Creekmur Asset Management LLC163$6.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC102$3.94K<0.01%-13613F-HRTimelineGroup
COMERICA BANK98$3.79K<0.01%+1113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$39<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.