TEMA ETF TRUST (TOLL)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
15
Reporting holders
$29.6M
Reported value
0.0%
Held as options
+5
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | $8.1M | 194,607 | 0.08% | 4q | -8.3%-$739.5K |
| CHANNEL WEALTH LLC | $5.1M | 122,521 | 1.15% | 3q | +17.3%+$754.7K |
| Archford Capital Strategies, LLC | $4.2M | 100,861 | 0.43% | 2q | +2.4%+$97.1K |
| BANK OF AMERICA CORP /DE/ | $4.2M | 100,000 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $2.1M | 50,036 | 0.00% | new | NEW |
| Weiss Asset Management LP | $2.1M | 50,000 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 41,514 | 0.00% | 4q | -4.3%-$78.7K |
| JANE STREET GROUP, LLC | $696.4K | 16,680 | 0.00% | 3q | +64.9%+$274.0K |
| Resurgent Financial Advisors LLC | $538.5K | 12,899 | 0.15% | 7q | HELD |
| HighTower Advisors, LLC | $271.4K | 6,500 | 0.00% | 3q | -2.2%-$6.1K |
| TBH Global Asset Management, LLC | $264.5K | 6,335 | 0.05% | new | NEW |
| LPL Financial LLC | $209.4K | 5,016 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $73.1K | 1,752 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $32.2K | 772 | 0.00% | 12q | +48.2%+$10.5K |
| UBS Group AG | $25.3K | 606 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $29.6M | 710,099 | 7 | 4 | 3 | 0.0% |
| Q1 2026 | 10 | $18.5M | 549,337 | 3 | 3 | 4 | 0.0% |
| Q4 2025 | 10 | $18.0M | 511,299 | 4 | 2 | 2 | 0.0% |
| Q3 2025 | 7 | $11.7M | 339,145 | 4 | 1 | 1 | 0.0% |
| Q2 2025 | 6 | $1.1M | 31,936 | 2 | 0 | 4 | 0.0% |
| Q1 2025 | 6 | $1.8M | 55,678 | 2 | 2 | 2 | 0.0% |
| Q4 2024 | 5 | $3.0M | 93,989 | 4 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $803.6K | 23,754 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $994.1K | 31,676 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $788.2K | 24,781 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $781.6K | 27,258 | 2 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $970.4K | 39,218 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $1.3M | 49,585 | 2 | 0 | 0 | 0.0% |