Tema Heart & Health ETFHRTSETF
13F holders, Q2 2026 (June 30)17holders +5
6new positions
2sold out
1famous investor
$36.28avg. 13F price*
At the end of Q2 2026, 17 institutions reported holding Tema Heart & Health ETF (HRTS) in their 13F filings, up 5 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Sterling Investment Advisors, Ltd. ($4.5M), Stifel Financial Corp. ($989K) and UBS Group AG ($789K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tema Heart & Health ETF
- Filed as
- TEMA ETF TRUST (Q2 2026)
- CUSIP
- 87975E883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $924K |
| Exits | 2 | $729K |
All 13F filers, Q1 2026 → Q2 2026: 28,010 shares bought and 73,728 shares sold, net −45,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Sterling Investment Advisors, Ltd. | 0.75% | Reduce -5.2% | 124,360 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -16.7% | 27,269 | $989K |
| UBS Group AG | 0.00% | Add +13.3% | 21,742 | $789K |
| Raymond James Financial Inc. | 0.00% | Reduce -52.7% | 19,267 | $699K |
| Citadel Advisors | 0.00% | Reduce -8.3% | 12,500 | $453K |
| HighTower Advisors, LLC | 0.00% | New | 10,150 | $368K |
| Jane Street Group, LLC | 0.00% | Reduce -4.5% | 9,317 | $338K |
| Susquehanna International Group, LLP | 0.00% | New | 8,750 | $317K |
| LPL Financial LLC | 0.00% | New | 6,056 | $220K |
| Royal Bank of Canada | 0.00% | Reduce -79.7% | 4,283 | $156K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,750 | $63K |
| Morgan Stanley | 0.00% | New | 352 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 141 | $5K |
| Abound Wealth Management | 0.00% | No change | 22 | $799 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 15 | $544 |
| Bank of Montreal | 0.00% | New | 3 | $91 |
"% of holder's portfolio" is HRTS's weight in each manager's 13F, not the share of Tema Heart & Health ETF the manager owns.