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HRTS TEMA ETF TRUST

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HEART HEALTH ETF (fund)

22 managers (22 13F filers) reported a position in HRTS shares at 2025-03-31, 499,421 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
3
Reduced
3
Sold out
4
Shares held by filers
499,421

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sterling Investment Advisors, Ltd.178,603$5.24M1.26%+10,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,490$2.45M<0.01%+8,99213F-HRTimelineGroup
FLOW TRADERS U.S. LLC56,441$1.66M0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG42,266$1.24M<0.01%-14,41613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,511$1.16M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,962$996K<0.01%new13F-HR/ATimelineGroup
Crumly & Associates Inc.21,016$616K0.17%-162,25113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,990$616K<0.01%+6,45413F-HR/ATimelineGroup
IHT Wealth Management, LLC10,886$298K0.01%-30,85713F-HRTimeline
Relyea Zuckerberg Hanson LLC8,770$257K0.03%new13F-HRTimeline
Frazier Financial Advisors, LLC1,750$51.3K0.04%013F-HRTimeline
CoreCap Advisors, LLC453$13.3K<0.01%013F-HRTimeline
Creekmur Asset Management LLC304$8.92K<0.01%013F-HRTimeline
Park Square Financial Group, LLC294$8.62K0.01%013F-HRTimeline
Hexagon Capital Partners LLC250$7.33K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$5.87K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88$2.58K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75$2.17K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.35$1.03K<0.01%013F-HRTimeline
Abound Wealth Management22$638<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC15$440<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.