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DSPY Institutional Ownership

Tema S&P 500 Historical Weight ETF Strategy
1W: -0.4% 1M: -0.4% 3M: +0.6% YTD: +13.6% 1Y: +15.8%
$66.37
+0.36 (+0.55%)
 
Weekly Expected Move ±1.4%
$65 $65 $66 $67 $68
ETF AMEX · AUM $1.0B

Institutional Ownership — DSPY

12
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
956M
Total Invested
7
New Positions
5
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (12 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BROWN ADVISORY INC 13,147,422 $873M +1,990 +0.0% 4Q SEC ↗
2 TOTAL INVESTMENT MANAGEMENT INC NEW 1,119,453 $74M — +0.0% 1Q SEC ↗
3 LPL Financial LLC NEW 110,482 $7M — +0.0% 1Q SEC ↗
4 LBMC INVESTMENT ADVISORS, LLC 36,724 $2M +6,725 +22.4% 2Q SEC ↗
5 Advisory Services Network, LLC NEW 35,368 $2M — +0.0% 1Q SEC ↗
6 CENTRAL TRUST Co NEW 29,387 $2M — +0.0% 1Q SEC ↗
7 Belpointe Asset Management LLC NEW 26,237 $2M — +0.0% 1Q SEC ↗
8 MIRAE ASSET SECURITIES (USA) INC. 14,638 $972K +2,361 +19.2% 2Q SEC ↗
9 CITADEL ADVISORS LLC NEW 4,598 $305K — +0.0% 1Q SEC ↗
10 Summit Financial, LLC 4,003 $266K +401 +11.1% 2Q SEC ↗
11 Intrepid Financial Planning Group LLC NEW 3,143 $209K — +0.0% 1Q SEC ↗
12 UBS Group AG 175 $12K +152 +660.9% 2Q SEC ↗

Recent Activity

New Positions (7)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (5)
HolderAddedChange %Total Shares
LBMC INVESTMENT ADVISORS, LLC +6,725 +22.4% 36,724
MIRAE ASSET SECURITIES (USA) INC. +2,361 +19.2% 14,638
BROWN ADVISORY INC +1,990 +0.0% 13,147,422
Summit Financial, LLC +401 +11.1% 4,003
UBS Group AG +152 +660.9% 175
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms