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HRTS TEMA ETF TRUST

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HEART HEALTH ETF (fund)

14 managers (14 13F filers) reported a position in HRTS shares at 2025-12-31, 290,337 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
14
13F filers
14
New
4
Added
3
Reduced
2
Sold out
6
Shares held by filers
290,337

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sterling Investment Advisors, Ltd.134,560$4.75M0.87%-5,78013F-HRTimeline
CoreCap Advisors, LLC60,679$2.14M0.07%+8,90313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,647$1.19M<0.01%+5,57113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,380$684K<0.01%+15013F-HRTimelineGroup
FLOW TRADERS U.S. LLC14,630$516K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,866$489K<0.01%-22,90913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,325$364K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC1,750$61.8K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC777$27.4K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC345$12.2K0.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$7.06K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC141$4.98K<0.01%new13F-HRTimeline
Abound Wealth Management22$777<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.15$529<0.01%013F-HRTimeline