DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VOLT

TEMA ETF TRUST ELECTRIFICATION

80 institutions still hold TEMA ETF TRUST ELECTRIFICATION as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87975e834·80 13F holders·last filed Mar 31, 2026
Market cap
2.7%
vs prior quarter
13F value held
$121M
63.0% inst. owned
of float
Holders
80
+87 QoQ
filers reporting
Activity
+94 / −86
+809 added · −881 reduced
this quarter
Concentration
22.90%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported VOLT in Q1 2026. LPL Financial LLC leads at 22.9% of the visible book. +87 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$28M807K0.01%Q1 2026
02
ARROW FINANCIAL CORP
CIK 0000717538
$16M464K1.60%Q1 2026
03
Members Advisory Group LLC
CIK 0001908587
$13M380K4.46%Q1 2026
04
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$7M199K0.60%Q1 2026
05
HighTower Advisors, LLC
CIK 0001462245
$6M186K0.01%Q1 2026
06
Baird Financial Group, Inc.
CIK 0001648711
$6M184K0.01%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M168K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$6M168K0.00%Q1 2026
09
Fortis Advisors, LLC
CIK 0001697478
$4M129K2.22%Q1 2026
10
Kestra Advisory Services, LLC
CIK 0001830819
$4M126K0.02%Q1 2026
11
Willow Financial LLC
CIK 0002077046
$4M117K4.08%Q1 2026
12
San Luis Wealth Advisors LLC
CIK 0001844709
$3M101K0.57%Q1 2026
13
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$3M84K0.09%Q1 2026
14
Torrey-Payne Wealth Management, LLC
CIK 0002112151
$3M75K2.35%Q1 2026
15
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M71K0.00%Q1 2026
16
STIFEL FINANCIAL CORP
CIK 0000720672
$2M65K0.00%Q1 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M55K0.00%Q1 2026
18
IAM Advisory, LLC
CIK 0001825292
$2M52K0.40%Q1 2026
19
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$2M49K0.89%Q1 2026
20
CITADEL ADVISORS LLC
CIK 0001423053
$2M53K0.00%Q4 2025
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