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HRTS TEMA ETF TRUST

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HEART HEALTH ETF (fund)

16 managers (16 13F filers) reported a position in HRTS shares at 2025-09-30, 344,229 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
16
13F filers
16
New
1
Added
2
Reduced
5
Sold out
4
Shares held by filers
344,229

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.140,340$4.34M0.85%-33,93813F-HRTimeline
CoreCap Advisors, LLC51,776$1.6M0.06%+51,57213F-HRTimeline
UBS Group AGin group UBS Group AG36,775$1.14M<0.01%-1,27513F-HRTimelineGroup
IHT Wealth Management, LLC28,664$948K0.02%+17,91613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,019$898K<0.01%-8,14513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,076$869K<0.01%-71,01313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,230$595K<0.01%-3,09913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,860$243K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC1,750$54.2K0.03%013F-HRTimeline
Creekmur Asset Management LLC304$9.41K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$6.19K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88$2.72K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75$2.32K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.35$1.08K<0.01%013F-HRTimeline
Abound Wealth Management22$673<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.15$464<0.01%013F-HRTimeline