Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / HEART & HEALTH E
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
436K
-
Shares change
-
-119K
-
Total reported value, excl. options
-
$12.5M
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Value change
-
-$3.47M
-
Number of buys
-
5
-
Number of sells
-
-11
-
Price
-
$28.58
Significant Holders of TEMA ETF TRUST - HEART & HEALTH E (HRTS) as of Q2 2025
25 filings reported holding HRTS - TEMA ETF TRUST - HEART & HEALTH E as of Q2 2025.
TEMA ETF TRUST - HEART & HEALTH E (HRTS) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 436K shares
.
Largest 10 shareholders include Sterling Investment Advisors, Ltd. (174K shares), STIFEL FINANCIAL CORP (99.1K shares), UBS Group AG (38.1K shares), JANE STREET GROUP, LLC (37.2K shares), OLIVER LAGORE VANVALIN INVESTMENT GROUP (30.8K shares), Royal Bank of Canada (22.3K shares), FLOW TRADERS U.S. LLC (18.3K shares), IHT Wealth Management, LLC (10.7K shares), JPMORGAN CHASE & CO (2.2K shares), and Frazier Financial Advisors, LLC (1.75K shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.