HolderBook

THEMES ETF TR (HWAY)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

4
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+2
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
TRUIST FINANCIAL CORP$924.3K23,5360.00%3q-2.9%-$27.9K
Wealthcare Advisory Partners LLC$340.3K8,6650.01%5qHELD
CITADEL ADVISORS LLC$298.1K7,5900.00%newNEW
Institute for Wealth Management, LLC.$1.3K330.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-0813G/ATRUIST FINANCIAL CORP26.2%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20264$1.6M39,8242010.0%
Q1 20262$1.1M32,9120100.0%
Q4 20253$539.4K17,4282000.0%
Q3 20251$266.0K8,6680000.0%
Q2 20252$243.3K8,7131100.0%
Q1 20253$565.6K22,9162010.0%
Q4 20241$417.9K15,9941000.0%