Tema Heart & Health ETFHRTSETF
13F holders, Q4 2024 (December 31)22holders +1
3new positions
4sold out
$28.87avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Tema Heart & Health ETF (HRTS) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Crumly & Associates Inc. ($5.3M), Sterling Investment Advisors, Ltd. ($4.8M) and Stifel Financial Corp. ($2.2M).
- Company
- Tema Heart & Health ETF
- Filed as
- TEMA ETF TRUST (Q4 2024)
- CUSIP
- 87975E883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 4 | $565K |
All 13F filers, Q3 2024 → Q4 2024: 106,112 shares bought and 18,378 shares sold, net +87,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Crumly & Associates Inc. | 1.44% | Reduce -0.5% | 183,267 | $5.3M |
| Sterling Investment Advisors, Ltd. | 1.17% | Add +5.7% | 167,703 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 74,498 | $2.2M |
| UBS Group AG | 0.00% | Add +236.6% | 56,682 | $1.6M |
| Oliver Lagore Vanvalin Investment Group | 0.41% | Add +20.9% | 55,816 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | New | 41,743 | $1.2M |
| Black Swift Group, LLC | 0.10% | Reduce -1.4% | 16,180 | $467K |
| Royal Bank of Canada | 0.00% | Add +11.7% | 14,536 | $420K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,435 | $186K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 1,750 | $51K |
| CoreCap Advisors, LLC | 0.00% | No change | 453 | $13K |
| Simplex Trading, LLC | 0.00% | Reduce -51.2% | 367 | $10K |
| Creekmur Asset Management LLC | 0.00% | No change | 304 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 294 | $8K |
| Hexagon Capital Partners LLC | 0.00% | No change | 250 | $7K |
| Bank of America Corp. | 0.00% | No change | 200 | $6K |
| Wells Fargo & Company | 0.00% | No change | 88 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 75 | $2K |
| Bernard Wealth Management Corp. | 0.00% | — | 35 | $1K |
| Abound Wealth Management | 0.00% | Add +4.8% | 22 | $628 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 15 | $431 |
| FMR LLC | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is HRTS's weight in each manager's 13F, not the share of Tema Heart & Health ETF the manager owns.