Tema ElectrificationVOLTETF

13F holders, Q2 2026 (June 30)
131holders +50
56new positions
2sold out
1famous investor
$41.85avg. 13F price*

At the end of Q2 2026, 131 institutions reported holding Tema Electrification (VOLT) in their 13F filings, up 50 from Q1 2026. 56 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($56.0M), Thrivent Financial for Lutherans ($47.5M) and HighTower Advisors, LLC ($23.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Tema Electrification
Filed as
TEMA ETF TRUST (Q2 2026)
CUSIP
87975E834
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 3Q4 2024Q1 2025: 9Q1 2025Q2 2025: 11Q2 2025Q3 2025: 14Q3 2025Q4 2025: 54Q4 2025Q1 2026: 81Q1 2026Q2 2026: 131Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions56$46.9M
Exits2$1.0M

All 13F filers, Q1 2026 → Q2 2026: 3,381,886 shares bought and 263,078 shares sold, net +3,118,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 131 holders

LPL Financial LLC 0.01% Add +65.6% 1,336,409 $56.0M
Thrivent Financial for Lutherans 0.08% Add +32.5% 1,133,708 $47.5M
HighTower Advisors, LLC 0.02% Add +207.3% 570,153 $23.9M
Arrow Financial Corp 1.88% Add +8.1% 501,273 $21.0M
Members Advisory Group LLC 5.62% Add +26.6% 480,790 $20.1M
UBS Group AG 0.00% Add +88.7% 316,421 $13.3M
Baird Financial Group, Inc. 0.02% Add +65.0% 302,721 $12.7M
Hengehold Capital Management LLC 0.68% Add +5.0% 209,235 $8.8M
Raymond James Financial Inc. 0.00% New 196,181 $8.2M
Avid Wealth Partners LLC 3.87% New 190,962 $8.0M
JPMorgan Chase & Co. 0.00% Add +3733.8% 146,297 $6.0M
Fortis Advisors, LLC 2.51% Reduce -1.2% 127,977 $5.4M
Sbe LLC Dba Cedar Cove Wealth Partners 2.45% Add +152.1% 124,234 $5.2M
Gerber Kawasaki Wealth & Investment Management 0.12% Add +30.7% 110,284 $4.6M
Janney Montgomery Scott LLC 0.01% New 109,210 $4.6M
San Luis Wealth Advisors LLC 0.67% Add +5.8% 106,857 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +300.6% 100,949 $4.2M
Captrust Financial Advisors 0.01% Add +25.0% 89,246 $3.7M
Stifel Financial Corp. 0.00% Add +29.2% 84,433 $3.5M
Saxon Interests, Inc. 0.95% Add +151.3% 81,670 $3.4M
Torrey-Payne Wealth Management, LLC 2.77% Add +7.4% 80,411 $3.4M
Kestra Advisory Services, LLC 0.01% Reduce -36.2% 80,215 $3.4M
Stratos Wealth Partners, LTD. 0.03% Add +97.8% 61,097 $2.6M
IAM Advisory, LLC 0.44% Add +4.2% 53,763 $2.3M
Channel Wealth LLC 0.49% New 51,698 $2.2M
Truist Financial Corp. 0.00% Add +12.0% 47,202 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -16.0% 46,048 $1.9M
Arkadios Wealth Advisors 0.03% New 44,886 $1.9M
Per Stirling Capital Management, LLC. 0.17% Add +129.9% 43,196 $1.8M
Avaii Wealth Management, LLC 0.52% Add +30.1% 42,155 $1.8M
Mgo One Seven LLC 0.03% New 42,053 $1.8M
Perennial Investment Advisors, LLC 0.12% Add +76.6% 41,962 $1.8M
Outlook Wealth Advisors, LLC 0.38% Reduce -0.1% 41,750 $1.7M
FreeGulliver LLC 0.61% New 41,592 $1.7M
Teamwork Financial Advisors, LLC 0.16% Add +3.5% 41,436 $1.7M
Benson Wealth Management INC 1.72% New 40,797 $1.7M
Brookstone Capital Management 0.02% Add +10.5% 39,068 $1.6M
NewEdge Advisors, LLC 0.00% Add +19009.5% 38,219 $1.6M
Advisory Services Network, LLC 0.02% Reduce -6.8% 37,910 $1.6M
Arax Advisory Partners 0.01% Add +2113.3% 37,693 $1.6M
Mezzasalma Advisors, LLC 0.31% New 37,245 $1.6M
Old Port Advisors 0.31% New 37,178 $1.6M
Pinnacle Associates Ltd. 0.02% Add +11.2% 36,233 $1.5M
Unique Wealth Strategies, LLC 0.52% Reduce -35.6% 34,287 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +69.5% 32,778 $1.4M
Jane Street Group, LLC 0.00% Reduce -81.0% 31,937 $1.3M
PCG Wealth Advisors, LLC 0.28% Add +3.7% 30,407 $1.3M
Kingsview Wealth Management, LLC 0.01% New 28,350 $1.2M
Apollon Wealth Management, LLC 0.01% Add +99.4% 26,922 $1.1M
Balboa Wealth Partners 0.14% New 25,003 $1.0M
Rothschild Capital Partners, LLC 0.22% No change 24,512 $1.0M
Mirae Asset Securities (usa) Inc. 0.04% Add +0.6% 21,416 $897K
Tidal Investments LLC 0.00% Add +12.6% 19,607 $821K
Lido Advisors, LLC 0.00% New 19,175 $803K
Steward Partners Investment Advisory, LLC 0.00% Add +8.9% 18,566 $778K
Oder Investment Management, LLC 0.50% Add +47.0% 17,934 $751K
Highline Wealth Partners LLC 0.14% New 16,551 $693K
Wedbush Securities Inc. 0.02% New 15,510 $650K
Wealth Enhancement Advisory Services, LLC 0.00% New 16,266 $633K
Unique Wealth, LLC 0.07% New 15,068 $631K
VestGen Advisors, LLC 0.02% Add +3.5% 14,855 $622K
APS Management Group, Inc. 0.45% New 14,107 $591K
Silver Oak Securities, Incorporated 0.04% New 13,974 $585K
TCFG Investment Advisors, LLC 0.18% Add +4.0% 12,850 $538K
Joseph P. Lucia & Associates, LLC 0.16% New 12,728 $533K
MWA Asset Management 0.23% Add +51.0% 11,894 $498K
Cetera Investment Advisers 0.00% Add +10.3% 11,745 $492K
Callan Family Office, LLC 0.01% New 11,700 $490K
Advyzon Investment Management, LLC 0.03% Add +37.6% 11,077 $464K
MCF Advisors LLC 0.02% No change 10,439 $437K
D. E. Shaw & Co. 0.00% New 10,309 $432K
Brookwood Investment Group LLC 0.05% Add +1.7% 10,016 $420K
Alteri Wealth LLC 0.11% New 9,383 $393K
Gill Capital Partners, LLC 0.10% New 9,001 $377K
Willner & Heller, LLC 0.22% New 8,547 $358K
Mustico Financial Group, Inc. 0.22% Add +57.4% 8,912 $340K
D.A. Davidson & Co. 0.00% New 8,015 $336K
Capital Square, LLC 0.14% New 8,461 $329K
Intrepid Financial Planning Group LLC 0.11% New 7,758 $325K
Level Four Advisory Services, LLC 0.01% New 7,663 $321K
Barclays PLC 0.00% New 7,500 $314K
Insigneo Advisory Services, LLC 0.01% Add +16.6% 7,473 $313K
Corient Private Wealth LP 0.00% Reduce -2.6% 7,300 $306K
Weaver Consulting Group 0.06% New 7,211 $302K
Three Magnolias Financial Advisors, LLC 0.16% No change 7,050 $295K
Nations Financial Group Inc, /Ia/ 0.01% New 7,003 $293K
HUB Investment Partners, LLC 0.01% New 6,840 $287K
Equitable Holdings, Inc. 0.00% Reduce -62.5% 6,160 $258K
Post Resch Tallon Group Inc. 0.18% New 6,050 $253K
Grantvest Financial Group LLC 0.14% New 5,626 $236K
Jacobs Equity LLC 0.16% New 5,520 $231K
Resurgent Financial Advisors LLC 0.06% New 5,370 $225K
MML Investors Services, LLC 0.00% New 5,282 $221K
Independent Financial Group, LLC 0.00% New 5,107 $214K
Ameriflex Group, Inc. 0.08% No change 4,872 $204K
Jones Financial Companies LLLP 0.00% Add +1120.9% 4,444 $179K
Rockefeller Capital Management L.P. 0.00% Add +74.3% 4,252 $178K
Allworth Financial LP 0.00% Add +92.2% 3,240 $136K
Morgan Stanley 0.00% Add +1040.3% 2,657 $111K
Graney & King, LLC 0.03% New 2,228 $93K

"% of holder's portfolio" is VOLT's weight in each manager's 13F, not the share of Tema Electrification the manager owns.

Show all 131 holders