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Tema Heart & Health ETF (HRTS) Institutional Ownership

Tema Heart & Health ETF logo
$37.96 +0.15 (+0.40%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Tema Heart & Health ETF (NASDAQ:HRTS)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$5.39M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.45M
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HRTS Institutional Buying and Selling by Quarter

Tema Heart & Health ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC12,500$453K0.0%-8.3%0.839%
8/23/2026 Anson Capital Inc.15,186$297K0.2%N/A1.019%
8/23/2026 Members Advisory Group LLC20,373$398K0.1%N/A1.367%
8/21/2026 XML Financial LLC11,423$223K0.0%N/A0.767%
8/20/2026 Rothschild Capital Partners LLC24,512$651K0.2%N/A1.645%
5/18/2026 Royal Bank of Canada21,083$710K0.0%+8.8%1.415%
5/5/2026 Sterling Investment Advisors Ltd.131,160$4.42M0.7%-2.5%8.803%
2/13/2026 Kestra Advisory Services LLC777$27K0.0%N/A0.049%
2/13/2026 Stifel Financial Corp33,647$1.19M0.0%+19.8%2.116%
2/9/2026 Sterling Investment Advisors Ltd.134,560$4.75M0.8%-4.1%8.463%
1/15/2026 Brookstone Capital Management10,325$364K0.0%N/A0.666%
1/13/2026 CoreCap Advisors LLC60,679$2.14M0.1%+17.2%3.915%
11/17/2025 Citadel Advisors LLC7,860$243K0.0%N/A0.507%
11/13/2025 UBS Group AG36,775$1.14M0.0%-3.4%2.373%
10/28/2025 Sterling Investment Advisors Ltd.140,340$4.34M0.9%-19.5%8.939%
10/22/2025 CoreCap Advisors LLC51,776$1.60M0.1%+25,280.4%3.298%
8/14/2025 Jane Street Group LLC37,164$1.06M0.0%+9.4%2.212%
8/13/2025 Flow Traders U.S. LLC18,263$522K0.0%-67.6%1.087%
8/12/2025 JPMorgan Chase & Co.2,200$63K0.0%N/A0.131%
7/17/2025 Sterling Investment Advisors Ltd.174,278$4.98M1.1%-2.4%10.016%
7/10/2025Oliver Lagore Vanvalin Investment Group30,841$905K0.3%N/A1.733%
5/14/2025Flow Traders U.S. LLC56,441$1.66M0.1%N/A2.971%
5/7/2025Sterling Investment Advisors Ltd.178,603$5.24M1.3%+6.5%9.400%
2/4/2025Sterling Investment Advisors Ltd.167,703$4.84M1.2%+5.7%7.291%
10/24/2024Sterling Investment Advisors Ltd.158,695$5.33M1.4%+3.7%6.399%
8/5/2024Sterling Investment Advisors Ltd.153,090$5.10M1.4%+20.6%6.027%


HRTS Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Tema Heart & Health ETF. The most heavily invested institutionals were Sterling Investment Advisors Ltd. ($4.42M), CoreCap Advisors LLC ($2.14M), Stifel Financial Corp ($1.19M), UBS Group AG ($1.14M), Jane Street Group LLC ($1.06M), Oliver Lagore Vanvalin Investment Group ($905K), and Royal Bank of Canada ($710K).Learn more on Tema Heart & Health ETF's institutional investors.

Of the 15 institutional investors that purchased Tema Heart & Health ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CoreCap Advisors LLC ($60.48K), Flow Traders U.S. LLC ($56.44K), Oliver Lagore Vanvalin Investment Group ($30.84K), Sterling Investment Advisors Ltd. ($25.51K), Rothschild Capital Partners LLC ($24.51K), Members Advisory Group LLC ($20.37K), and Anson Capital Inc. ($15.19K).

Institutional investors have bought a total of 158,205 shares in the last 24 months. This purchase volume represents approximately $5.39M in transactions.

The following institutional investors have sold Tema Heart & Health ETF stock in the last 24 months: Sterling Investment Advisors Ltd. ($43.12K), UBS Group AG ($1.28K), and Citadel Advisors LLC ($1.13K).

Institutional investors have sold a total of 45,522 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions.


Related Companies

Institutional ownership data for NASDAQ:HRTS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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