19 institutions reported holding $9.8M of Tema Heart & Health ETF (HRTS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sterling Investment Advisors, Ltd. ($4.4M), RAYMOND JAMES FINANCIAL INC ($1.4M), STIFEL FINANCIAL CORP ($1.1M), Royal Bank of Canada ($710,000), GOLDMAN SACHS GROUP INC ($673,694). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | $4.4M | 131,160 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $1.4M | 40,737 | New |
| 3 | STIFEL FINANCIAL CORP | $1.1M | 32,724 | Trimmed |
| 4 | Royal Bank of Canada | $710,000 | 21,083 | Added |
| 5 | GOLDMAN SACHS GROUP INC | $673,694 | 20,000 | New |
| 6 | UBS Group AG | $646,516 | 19,193 | Added |
| 7 | CITADEL ADVISORS LLC | $459,089 | 13,629 | New |
| 8 | JANE STREET GROUP, LLC | $328,796 | 9,761 | New |
| 9 | Frazier Financial Advisors, LLC | $58,949 | 1,750 | Hold |
| 10 | BlackRock, Inc. | $54,906 | 1,630 | New |
| 11 | Abound Wealth Management | $742 | 22 | Hold |
| 12 | Harbor Asset Planning, Inc. | $505 | 15 | Hold |
| 13 | Safe Harbor Fiduciary, LLC | $0 | 0 | Exited |
| 14 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 15 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 16 | Creekmur Asset Management LLC | $0 | 0 | Exited |
| 17 | Brookstone Capital Management | $0 | 0 | Exited |
| 18 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 19 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31