Who owns Tema S&P 500 Historical Weight ETF Strategy?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DSPY from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 14.5M shares of Tema S&P 500 Historical Weight ETF Strategy worth $955.9M — about 94.1% of shares outstanding; the largest disclosed holder is BROWN ADVISORY INC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$955.9M
value, 2026 filers
94.1%
of shares outstanding (14.5M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DSPY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | 13.1M | $865.4M | 1.3% | 85.1% | 0.0% |
| 2 | TOTAL INVESTMENT MANAGEMENT INCNEW | 1.1M | $73.0M | 7.7% | 7.2% | new |
| 3 | LPL Financial LLCNEW | 110,482 | $7.3M | 0.0% | 0.7% | new |
| 4 | LBMC INVESTMENT ADVISORS, LLC | 36,724 | $2.4M | 0.1% | 0.2% | +22.4% |
| 5 | Advisory Services Network, LLCNEW | 35,368 | $2.3M | 0.0% | 0.2% | new |
| 6 | CENTRAL TRUST CoNEW | 29,387 | $1.9M | 0.0% | 0.2% | new |
| 7 | Belpointe Asset Management LLCNEW | 26,237 | $1.7M | 0.1% | 0.2% | new |
| 8 | MIRAE ASSET SECURITIES (USA) INC. | 14,638 | $963,565 | 0.0% | 0.1% | +19.2% |
| 9 | CITADEL ADVISORS LLCNEW | 4,598 | $302,669 | 0.0% | 0% | new |
| 10 | Summit Financial, LLC | 4,003 | $263,503 | 0.0% | 0% | +11.1% |
| 11 | Intrepid Financial Planning Group LLCNEW | 3,143 | $206,892 | 0.1% | 0% | new |
| 12 | UBS Group AG | 175 | $11,520 | 0.0% | 0% | +660.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.