Who owns HRTS?
Tema Heart & Health ETF · Tema
18 institutions reported holding HRTS, worth $8.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HRTS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | Berwyn, PA | $4.5M | 124,360 | −6,800 shares |
| Stifel Financial Corp. | St. Louis, MO | $989K | 27,269 | −5,455 shares |
| UBS Group AG | Zurich, Switzerland | $789K | 21,742 | +2,549 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $699K | 19,267 | −21,470 shares |
| Citadel Advisors LLC | Miami, FL | $453K | 12,500 | −1,129 shares |
| HighTower Advisors, LLC | Chicago, IL | $368K | 10,150 | New position |
| Jane Street Group, LLC | New York, NY | $338K | 9,317 | −444 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $317K | 8,750 | New position |
| LPL Financial LLC | Fort Mill, SC | $220K | 6,056 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $156K | 4,283 | −16,800 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HRTS?
18 institutional managers reported holding HRTS in Form 13F filings for June 30, 2026, worth $8.9M in total. The largest reported position was held by Sterling Investment Advisors, Ltd., at $4.5M.
Did institutions buy or sell HRTS last quarter?
Reported 13F value fell 9.1% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HRTS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.