Tema Heart & Health ETF (HRTS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sterling Investment Advisors, Ltd.

DECREASED

Shares117,785 from 124,360

Change-6,575 (-5%)

Value$4.3M (-$233.7K)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares6,684 from 6,056

Change+628 (+10%)

Value$242.7K (+$23.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

NEW

Shares30

Change+30

Value$1.1K

Filed 2026-10-08

Abound Wealth Management

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$800 (+$1)

Filed 2026-10-26

Harbor Asset Planning, Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$545 (+$1)

Filed 2026-10-23

Stifel Financial Corp

N/A

Shares— from 27,269

Change-27,269 (-100%)

Value—

N/A

Shares— from 21,742

Change-21,742 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,267

Change-19,267 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 10,150

Change-10,150 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 9,317

Change-9,317 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,750

Change-8,750 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,283

Change-4,283 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

N/A

Shares— from 352

Change-352 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 150

Change-150 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Sterling Investment Advisors, Ltd.	DECREASED	117,785	124,360	-6,575	-5%	$4.5M	$4.3M	-$233.7K	2026-10-27
LPL Financial LLC	INCREASED	6,684	6,056	+628	+10%	$219.7K	$242.7K	+$23.1K	2026-11-06
Farther Finance Advisors, LLC	NEW	30	—	+30	—	—	$1.1K	—	2026-10-08
Abound Wealth Management	UNCHANGED	22	22	0	0%	$799	$800	+$1	2026-10-26
Harbor Asset Planning, Inc.	UNCHANGED	15	15	0	0%	$544	$545	+$1	2026-10-23
Stifel Financial Corp	N/A	—	27,269	-27,269	-100%	$989.2K	—	—	—
UBS Group AG	N/A	—	21,742	-21,742	-100%	$788.7K	—	—	—
Raymond James Financial Inc	N/A	—	19,267	-19,267	-100%	$698.9K	—	—	—
Citadel Advisors LLC	N/A	—	12,500	-12,500	-100%	$453.4K	—	—	—
HighTower Advisors, LLC	N/A	—	10,150	-10,150	-100%	$368.2K	—	—	—
Jane Street Group, LLC	N/A	—	9,317	-9,317	-100%	$338.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,750	-8,750	-100%	$317.4K	—	—	—
Royal Bank of Canada	N/A	—	4,283	-4,283	-100%	$156.0K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	1,750	-1,750	-100%	$63.5K	—	—	—
Morgan Stanley	N/A	—	352	-352	-100%	$12.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	150	-150	-100%	$5.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	141	-141	-100%	$5.1K	—	—	—
Bank of Montreal	N/A	—	3	-3	-100%	$91	—	—	—

Showing 18 of 18 institutions