20 institutions reported holding $8.9M of TEMA ETF TRUST (HRTS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sterling Investment Advisors, Ltd. ($4.5M), STIFEL FINANCIAL CORP ($989,163), UBS Group AG ($788,669), RAYMOND JAMES FINANCIAL INC ($698,895), CITADEL ADVISORS LLC ($453,428). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | $4.5M | 124,360 | Trimmed |
| 2 | STIFEL FINANCIAL CORP | $989,163 | 27,269 | Trimmed |
| 3 | UBS Group AG | $788,669 | 21,742 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $698,895 | 19,267 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $453,428 | 12,500 | Trimmed |
| 6 | HighTower Advisors, LLC | $368,183 | 10,150 | New |
| 7 | JANE STREET GROUP, LLC | $337,967 | 9,317 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $317,399 | 8,750 | New |
| 9 | LPL Financial LLC | $219,676 | 6,056 | New |
| 10 | Royal Bank of Canada | $156,000 | 4,283 | Trimmed |
| 11 | Frazier Financial Advisors, LLC | $63,480 | 1,750 | Hold |
| 12 | MORGAN STANLEY | $12,769 | 352 | New |
| 13 | JONES FINANCIAL COMPANIES LLLP | $5,429 | 150 | New |
| 14 | Global Retirement Partners, LLC | $5,115 | 141 | New |
| 15 | Integrated Wealth Concepts LLC | $1,418 | 39 | New |
| 16 | Abound Wealth Management | $799 | 22 | Hold |
| 17 | Harbor Asset Planning, Inc. | $544 | 15 | Hold |
| 18 | BANK OF MONTREAL /CAN/ | $91 | 3 | New |
| 19 | BlackRock, Inc. | $0 | 0 | Exited |
| 20 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30