13F Insight
DOSSIER · 13F Holders · Q2 2026
HRTS

Tema Heart & Health ETF

14 institutions still hold Tema Heart & Health ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87975E883·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
14
filers reporting
Concentration
43.50%
Sterling Investment Advisors, Ltd. #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported HRTS in Q2 2026. Sterling Investment Advisors, Ltd. leads at 43.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sterling Investment Advisors, Ltd.
CIK 0001701132
$5M124K0.75%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M41K0.00%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$1M33K0.00%Q1 202604
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$905K31K0.35%Q2 202505
ROYAL BANK OF CANADA
CIK 0001000275
$710K21K0.00%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$674K20K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$647K19K0.00%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$329K10K0.00%Q1 202609
Frazier Financial Advisors, LLC
CIK 0002002745
$59K2K0.03%Q1 202610
BlackRock, Inc.
CIK 0002012383
$55K2K0.00%Q1 202611
SageView Advisory Group, LLC
CIK 0001914558
$5K1410.00%Q4 202512
Abound Wealth Management
CIK 0001950323
$799220.00%Q2 202613
Harbor Asset Planning, Inc.
CIK 0002077050
$544150.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025