HRTS TEMA ETF TRUST
FollowHEART HEALTH ETF (fund)
12 managers (12 13F filers) reported a position in HRTS shares at 2026-03-31, 291,704 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 2
- Reduced
- 2
- Sold out
- 7
- Shares held by filers
- 291,704
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 131,160 | $4.42M | 0.8% | -3,400 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 40,737 | $1.37M | <0.01% | new | 13F-HRTimelineGroup |
| STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP | 32,724 | $1.1M | <0.01% | -923 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 21,083 | $710K | <0.01% | +1,703 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 20,000 | $674K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 19,193 | $647K | <0.01% | +5,327 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 13,629 | $459K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,761 | $329K | <0.01% | new | 13F-HRTimelineGroup |
| Frazier Financial Advisors, LLC | 1,750 | $58.9K | 0.03% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 1,630 | $54.9K | <0.01% | new | 13F-HRTimelineGroup |
| Abound Wealth Management | 22 | $742 | <0.01% | 0 | 13F-HRTimeline |
| Harbor Asset Planning, Inc. | 15 | $505 | <0.01% | 0 | 13F-HRTimeline |