Tema Heart & Health ETFHRTSETF
13F holders, Q1 2026 (March 31)12holders −2
5new positions
7sold out
1famous investor
$33.68avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding Tema Heart & Health ETF (HRTS) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 7 sold out. The largest holders were Sterling Investment Advisors, Ltd. ($4.4M), Raymond James Financial Inc. ($1.4M) and Stifel Financial Corp. ($1.1M). 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 2026)
- CUSIP
- 87975E883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.9M |
| Exits | 7 | $3.1M |
All 13F filers, Q4 2025 → Q1 2026: 92,787 shares bought and 91,420 shares sold, net +1,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Sterling Investment Advisors, Ltd. | 0.80% | Reduce -2.5% | 131,160 | $4.4M |
| Raymond James Financial Inc. | 0.00% | New | 40,737 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 32,724 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 21,083 | $710K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,000 | $674K |
| UBS Group AG | 0.00% | Add +38.4% | 19,193 | $647K |
| Citadel Advisors | 0.00% | New | 13,629 | $459K |
| Jane Street Group, LLC | 0.00% | New | 9,761 | $329K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,750 | $59K |
| BlackRock, Inc. | 0.00% | New | 1,630 | $55K |
| Abound Wealth Management | 0.00% | No change | 22 | $742 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 15 | $505 |
"% of holder's portfolio" is HRTS's weight in each manager's 13F, not the share of Tema Heart & Health ETF the manager owns.