Who owns Tema Heart & Health ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of HRTS from SEC Form 13F filings across 18 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, 18 institutions disclosed 246,166 shares of Tema Heart & Health ETF worth $8.9M — about 16.6% of shares outstanding; the largest disclosed holder is Sterling Investment Advisors, Ltd.. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$8.9M
value, 2026 filers
16.6%
of shares outstanding (246,166 sh)
8
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 HRTS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | 124,360 | $4.5M | 0.8% | 8.4% | -5.2% |
| 2 | STIFEL FINANCIAL CORP | 27,269 | $989,163 | 0.0% | 1.8% | -16.7% |
| 3 | UBS Group AG | 21,742 | $788,669 | 0.0% | 1.5% | +13.3% |
| 4 | RAYMOND JAMES FINANCIAL INC | 19,267 | $698,895 | 0.0% | 1.3% | -52.7% |
| 5 | CITADEL ADVISORS LLC | 12,500 | $453,428 | 0.0% | 0.8% | -8.3% |
| 6 | HighTower Advisors, LLCNEW | 10,150 | $368,183 | 0.0% | 0.7% | new |
| 7 | JANE STREET GROUP, LLC | 9,317 | $337,967 | 0.0% | 0.6% | -4.5% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 8,750 | $317,399 | 0.0% | 0.6% | new |
| 9 | LPL Financial LLCNEW | 6,056 | $219,676 | 0.0% | 0.4% | new |
| 10 | ROYAL BANK OF CANADA | 4,283 | $156,000 | 0.0% | 0.3% | -79.7% |
| 11 | Frazier Financial Advisors, LLC | 1,750 | $63,480 | 0.0% | 0.1% | 0.0% |
| 12 | MORGAN STANLEYNEW | 352 | $12,769 | 0.0% | 0% | new |
| 13 | JONES FINANCIAL COMPANIES LLLPNEW | 150 | $5,429 | 0.0% | 0% | new |
| 14 | Global Retirement Partners, LLCNEW | 141 | $5,115 | 0.0% | 0% | new |
| 15 | Integrated Wealth Concepts LLCNEW | 39 | $1,418 | 0.0% | 0% | new |
| 16 | Abound Wealth Management | 22 | $799 | 0.0% | 0% | 0.0% |
| 17 | Harbor Asset Planning, Inc. | 15 | $544 | 0.0% | 0% | 0.0% |
| 18 | BANK OF MONTREAL /CAN/NEW | 3 | $91 | 0.0% | 0% | new |
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.