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

Tema Heart & Health ETF

20 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 87975E883·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
20
filers reporting
Concentration
45.91%
Sterling Investment Advisors, Ltd. #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported HRTS in Q2 2026. Sterling Investment Advisors, Ltd. leads at 45.9% 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
STIFEL FINANCIAL CORP
CIK 0000720672
$989K27K0.00%Q2 202603
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$905K31K0.35%Q2 202504
UBS Group AG
CIK 0001610520
$789K22K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$699K19K0.00%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$453K13K0.00%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$368K10K0.00%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$329K10K0.00%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$317K9K0.00%Q2 202610
LPL Financial LLC
CIK 0001403438
$220K6K0.00%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$156K4K0.00%Q2 202612
Frazier Financial Advisors, LLC
CIK 0002002745
$63K2K0.03%Q2 202613
MORGAN STANLEY
CIK 0000895421
$13K3520.00%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5K1500.00%Q2 202615
Global Retirement Partners, LLC
CIK 0001749744
$5K1410.00%Q2 202616
Farther Finance Advisors, LLC
CIK 0001992825
$1K300.00%Q3 202617
Abound Wealth Management
CIK 0001950323
$799220.00%Q2 202618
Harbor Asset Planning, Inc.
CIK 0002077050
$544150.00%Q2 202619
BANK OF MONTREAL /CAN/
CIK 0000927971
$9130.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025