Tema Heart & Health ETFHRTSETF
13F holders, Q1 2024 (March 31)14holders
1famous investor
$34.18avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Tema Heart & Health ETF (HRTS) in their 13F filings. The largest holders were Crumly & Associates Inc. ($4.4M), Sterling Investment Advisors, Ltd. ($4.3M) and Oliver Lagore Vanvalin Investment Group ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tema Heart & Health ETF
- Filed as
- TEMA ETF TRUST (Q1 2024)
- CUSIP
- 87975E883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $16.3M |
| Exits | 1 | $1.8M |
Ownership 14 holders
| Crumly & Associates Inc. | 1.15% | New | 127,827 | $4.4M |
| Sterling Investment Advisors, Ltd. | 1.22% | New | 126,960 | $4.3M |
| Oliver Lagore Vanvalin Investment Group | 1.25% | New | 122,203 | $4.2M |
| Stifel Financial Corp. | 0.00% | New | 50,154 | $1.7M |
| Citadel Advisors | 0.00% | New | 46,372 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,435 | $220K |
| Gen-Wealth Partners Inc | 0.07% | — | 4,290 | $147K |
| Frazier Financial Advisors, LLC | 0.05% | New | 1,750 | $60K |
| CoreCap Advisors, LLC | 0.00% | New | 1,645 | $56K |
| Creekmur Asset Management LLC | 0.00% | New | 304 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 250 | $9K |
| Principal Securities, Inc. | 0.00% | New | 75 | $3K |
| Osaic Holdings, Inc. | 0.00% | New | 50 | $2K |
| Abound Wealth Management | 0.00% | New | 21 | $732 |
"% of holder's portfolio" is HRTS's weight in each manager's 13F, not the share of Tema Heart & Health ETF the manager owns.