Skip to content

HRTS TEMA ETF TRUST

Follow

HEART HEALTH ETF (fund)

21 managers (21 13F filers) reported a position in HRTS shares at 2025-06-30, 436,449 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
21
13F filers
21
New
2
Added
3
Reduced
5
Sold out
5
Shares held by filers
436,449

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.174,278$4.98M1.09%-4,32513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,089$2.83M<0.01%+15,59913F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,050$1.09M<0.01%-4,21613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,164$1.06M<0.01%+3,20213F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP30,841$905K0.36%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,329$638K<0.01%+1,33913F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC18,263$522K0.02%-38,17813F-HRTimeline
IHT Wealth Management, LLC10,748$307K0.01%-13813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,200$62.9K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC1,750$50K0.04%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC500$14.3K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC304$8.69K<0.01%013F-HRTimeline
Park Square Financial Group, LLC294$8.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC204$5.83K<0.01%-24913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$5.72K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88$2.52K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75$2.14K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.35$1K<0.01%013F-HRTimeline
Abound Wealth Management22$621<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.15$429<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.