HRTS Institutional Ownership
Tema Heart & Health ETF
1W: -1.4%
1M: -5.3%
3M: -3.4%
YTD: +1.2%
1Y: +13.9%
$35.80
-0.15 (-0.42%)
Weekly Expected Move ±2.0%
$34
$35
$36
$37
$37
Overview
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Institutional Ownership — HRTS
20
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
8
New Positions
1
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | 124,360 | 4M | -6,800 | -5.2% | 10Q | SEC ↗ |
| 2 | STIFEL FINANCIAL CORP | 27,269 | 976K | -5,455 | -16.7% | 10Q | SEC ↗ |
| 3 | UBS Group AG | 21,742 | 778K | +2,549 | +13.3% | 9Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 19,267 | 690K | -21,470 | -52.7% | 2Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 12,500 | 448K | -1,129 | -8.3% | 2Q | SEC ↗ |
| 6 | HighTower Advisors, LLC NEW | 10,150 | 363K | — | +0.0% | 1Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 9,317 | 334K | -444 | -4.5% | 2Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 8,750 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 9 | LPL Financial LLC NEW | 6,056 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 4,283 | 153K | -16,800 | -79.7% | 8Q | SEC ↗ |
| 11 | Frazier Financial Advisors, LLC | 1,750 | 63K | — | +0.0% | 10Q | SEC ↗ |
| 12 | MORGAN STANLEY NEW | 352 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP NEW | 150 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Global Retirement Partners, LLC NEW | 141 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC NEW | 39 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Abound Wealth Management | 22 | 1K | — | +0.0% | 10Q | SEC ↗ |
| 17 | Harbor Asset Planning, Inc. | 15 | 1K | — | +0.0% | 5Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN NEW | 3 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 0 | 0K | -777 | -100.0% | 1Q | SEC ↗ |
| 20 | FLOW TRADERS U.S. LLC | 0 | 0K | -14,630 | -100.0% | 1Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 0 | 0K | -200 | -100.0% | 6Q | SEC ↗ |
| 22 | SageView Advisory Group, LLC | 0 | 0K | -141 | -100.0% | 1Q | SEC ↗ |
| 23 | BlackRock, Inc. | 0 | 0K | -1,630 | -100.0% | 1Q | SEC ↗ |
| 24 | Safe Harbor Fiduciary, LLC | 0 | 0K | -345 | -100.0% | 1Q | SEC ↗ |
| 25 | Brookstone Capital Management | 0 | 0K | -10,325 | -100.0% | 1Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 0 | 0K | -20,000 | -100.0% | 1Q | SEC ↗ |
| 27 | CoreCap Advisors, LLC | 0 | 0K | -60,679 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| HighTower Advisors, LLC | 10,150 | 363K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,750 | 313K |
| LPL Financial LLC | 6,056 | 217K |
| MORGAN STANLEY | 352 | 13K |
| JONES FINANCIAL COMPANIES LLLP | 150 | 5K |
| Global Retirement Partners, LLC | 141 | 5K |
| Integrated Wealth Concepts LLC | 39 | 1K |
| BANK OF MONTREAL /CAN | 3 | 0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CoreCap Advisors, LLC | 60,679 | 2M |
| GOLDMAN SACHS GROUP INC | 20,000 | 716K |
| FLOW TRADERS U.S. LLC | 14,630 | 524K |
| Brookstone Capital Management | 10,325 | 370K |
| BlackRock, Inc. | 1,630 | 58K |
| Kestra Advisory Services, LLC | 777 | 28K |
| Safe Harbor Fiduciary, LLC | 345 | 12K |
| BANK OF AMERICA CORP /DE | 200 | 7K |
| SageView Advisory Group, LLC | 141 | 5K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +2,549 | +13.3% | 21,742 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -21,470 | -52.7% | 19,267 |
| ROYAL BANK OF CANADA | -16,800 | -79.7% | 4,283 |
| Sterling Investment Advisors, Ltd. | -6,800 | -5.2% | 124,360 |
| STIFEL FINANCIAL CORP | -5,455 | -16.7% | 27,269 |
| CITADEL ADVISORS LLC | -1,129 | -8.3% | 12,500 |
| JANE STREET GROUP, LLC | -444 | -4.5% | 9,317 |