Skip to content

HRTS TEMA ETF TRUST

Follow

HEART HEALTH ETF (fund)

23 managers (23 13F filers) reported a position in HRTS shares at 2024-12-31, 620,714 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
3
Added
6
Reduced
3
Sold out
4
Shares held by filers
620,714

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Crumly & Associates Inc.183,267$5.29M1.44%-94413F-HRTimeline
Sterling Investment Advisors, Ltd.167,703$4.84M1.17%+9,00813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,498$2.15M<0.01%+4,33713F-HRTimelineGroup
UBS Group AGin group UBS Group AG56,682$1.64M<0.01%+39,84413F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP55,816$1.61M0.41%+9,64213F-HRTimeline
IHT Wealth Management, LLC41,743$1.21M0.04%new13F-HRTimeline
Black Swift Group, LLC16,180$467K0.1%-23013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,536$420K<0.01%+1,52113F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,435$186K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,750$50.7K0.04%013F-HRTimeline
CoreCap Advisors, LLC453$13.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC367$10K<0.01%-38513F-HRTimeline
Creekmur Asset Management LLC304$8.78K<0.01%013F-HRTimeline
Park Square Financial Group, LLC294$8.49K0.01%13F-HRTimeline
Hexagon Capital Partners LLC250$7.22K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$5.77K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88$2.54K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75$2.17K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.35$1.01K<0.01%13F-HR/ATimeline
Abound Wealth Management22$628<0.01%+113F-HRTimeline
Game Plan Financial Advisors, LLC15$431<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$29<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.