Tema ElectrificationVOLTETF

13F holders, Q1 2026 (March 31)
81holders +27
30new positions
4sold out
$34.26avg. 13F price*

At the end of Q1 2026, 81 institutions reported holding Tema Electrification (VOLT) in their 13F filings, up 27 from Q4 2025. 30 opened new positions and 4 sold out. The largest holders were Thrivent Financial for Lutherans ($29.3M), LPL Financial LLC ($27.6M) and Arrow Financial Corp ($15.9M).

Company
Tema Electrification
Filed as
TEMA ETF TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions30$22.4M
Exits4$1.5M

All 13F filers, Q4 2025 → Q1 2026: 2,178,222 shares bought and 1,600,222 shares sold, net +578,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Thrivent Financial for Lutherans 0.06% Reduce -62.8% 855,434 $29.3M
LPL Financial LLC 0.01% Add +449.2% 807,173 $27.6M
Arrow Financial Corp 1.60% Add +25.0% 463,644 $15.9M
Members Advisory Group LLC 4.46% Add +13.5% 379,934 $13.0M
Hengehold Capital Management LLC 0.60% Add +3.5% 199,262 $6.8M
HighTower Advisors, LLC 0.01% Add +47.1% 185,521 $6.4M
Baird Financial Group, Inc. 0.01% Add +39.5% 183,503 $6.3M
Jane Street Group, LLC 0.01% Add +445.7% 168,456 $5.8M
UBS Group AG 0.00% Add +26730.9% 167,693 $5.7M
Fortis Advisors, LLC 2.22% New 129,474 $4.4M
Kestra Advisory Services, LLC 0.02% Add +165.2% 125,791 $4.3M
Willow Financial LLC 4.08% Add +40.1% 117,477 $4.0M
San Luis Wealth Advisors LLC 0.57% Add +10.9% 101,040 $3.5M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +140.4% 84,379 $2.9M
Torrey-Payne Wealth Management, LLC 2.35% Add +7.5% 74,897 $2.6M
Captrust Financial Advisors 0.00% Add +322.1% 71,376 $2.4M
Stifel Financial Corp. 0.00% Reduce -0.6% 65,355 $2.2M
Envestnet Asset Management Inc. 0.00% Add +18.4% 54,813 $1.9M
Unique Wealth Strategies, LLC 0.75% Reduce -1.4% 53,218 $1.8M
IAM Advisory, LLC 0.40% New 51,603 $1.8M
Sbe LLC Dba Cedar Cove Wealth Partners 0.89% New 49,278 $1.7M
Truist Financial Corp. 0.00% Add +6.3% 42,141 $1.4M
Outlook Wealth Advisors, LLC 0.35% Reduce -2.6% 41,775 $1.4M
Advisory Services Network, LLC 0.02% New 40,666 $1.4M
Teamwork Financial Advisors, LLC 0.15% New 40,029 $1.4M
Brookstone Capital Management 0.01% Reduce -16.7% 35,366 $1.2M
Pinnacle Associates Ltd. 0.01% New 32,583 $1.1M
Saxon Interests, Inc. 0.38% New 32,505 $1.1M
Avaii Wealth Management, LLC 0.39% New 32,393 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +337.2% 30,890 $1.1M
Susquehanna International Group, LLP 0.00% Add +66.3% 30,522 $1.0M
PCG Wealth Advisors, LLC 0.25% New 29,322 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +35.1% 25,197 $863K
Rothschild Capital Partners, LLC 0.21% New 24,512 $839K
Perennial Investment Advisors, LLC 0.06% New 23,755 $813K
Mirae Asset Securities (usa) Inc. 0.03% New 21,294 $729K
Cambridge Investment Research Advisors, Inc. 0.00% New 19,340 $662K
Per Stirling Capital Management, LLC. 0.07% New 18,792 $643K
Tidal Investments LLC 0.00% New 17,407 $596K
VestGen Advisors, LLC 0.02% New 14,355 $586K
Steward Partners Investment Advisory, LLC 0.00% Add +68.6% 17,054 $584K
Equitable Holdings, Inc. 0.00% New 16,437 $563K
Apollon Wealth Management, LLC 0.01% Reduce -3.4% 13,500 $462K
TCFG Wealth Management, LLC 0.16% Add +65.0% 12,350 $423K
TCFG Investment Advisors, LLC 0.16% — 12,350 $423K
Oder Investment Management, LLC 0.32% New 12,202 $418K
Cetera Investment Advisers 0.00% New 10,645 $364K
MCF Advisors LLC 0.02% New 10,439 $357K
Brookwood Investment Group LLC 0.04% Reduce -90.2% 9,845 $337K
Advyzon Investment Management, LLC 0.02% New 8,048 $276K
MWA Asset Management 0.15% Add +2.8% 7,875 $270K
Corient Private Wealth LP 0.00% Add +2.6% 7,492 $257K
Harbour Investments, Inc. 0.00% Add +1528.0% 7,326 $251K
Three Magnolias Financial Advisors, LLC 0.15% Reduce -1.1% 7,050 $241K
Mustico Financial Group, Inc. 0.15% New 5,663 $221K
Insigneo Advisory Services, LLC 0.02% New 6,408 $219K
Ameriflex Group, Inc. 0.08% Add +185.9% 4,872 $167K
JPMorgan Chase & Co. 0.00% No change 3,816 $127K
Rockefeller Capital Management L.P. 0.00% Add +9.6% 2,440 $84K
Osaic Holdings, Inc. 0.00% Reduce -6.8% 2,268 $78K
Arax Advisory Partners 0.00% No change 1,703 $58K
Allworth Financial LP 0.00% No change 1,686 $58K
Signature Equity Partners, LLC 0.03% Reduce -3.6% 1,560 $53K
Farther Finance Advisors, LLC 0.00% New 1,506 $52K
SHP Wealth Management 0.00% Add +1.5% 1,190 $41K
Royal Bank of Canada 0.00% No change 840 $29K
US Bancorp \de 0.00% New 708 $24K
Acumen Wealth Advisors, LLC 0.01% No change 698 $24K
Jones Financial Companies LLLP 0.00% New 364 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 329 $11K
Synergy Investment Management, LLC 0.00% New 303 $10K
Morgan Stanley 0.00% No change 233 $8K
Geneos Wealth Management Inc. 0.00% New 226 $8K
NewEdge Advisors, LLC 0.00% Reduce -79.5% 200 $7K
Rossby Financial, LCC 0.00% No change 163 $6K
JNBA Financial Advisors 0.00% No change 133 $5K
Cornerstone Planning Group LLC 0.00% No change 100 $4K
McIlrath & Eck, LLC 0.00% New 53 $2K
Global Wealth Strategies & Associates 0.00% No change 42 $1K
Ancora Advisors LLC 0.00% Add +61.5% 21 $719
Wells Fargo & Company 0.00% New 16 $548

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