HolderBook

TEMA ETF TRUST (WELD)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

47
Reporting holders
$85.3M
Reported value
0.0%
Held as options
+14
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
UBS Group AG$19.7M313,2340.00%8q+53.7%+$6.9M
Cooper Capital Advisors LLC$10.4M165,9074.52%2q+2.0%+$207.7K
MORGAN STANLEY$9.2M146,6360.00%2q+1066.4%+$8.4M
LPL Financial LLC$8.0M126,7730.00%3q+55.4%+$2.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.7M96,7810.01%7q+16.2%+$788.6K
RAYMOND JAMES FINANCIAL INC$4.9M77,3010.00%2q+556.0%+$4.1M
Inspire Advisors, LLC$4.6M72,8350.32%6qHELD
ROYAL BANK OF CANADA$2.4M38,7360.00%8q+48.5%+$795.3K
Client First Investment Management LLC$2.3M35,9650.95%newNEW
National Wealth Management Group, LLC$2.2M34,5470.67%newNEW
Advisory Services Network, LLC$1.8M28,3070.02%5q-6.1%-$114.9K
WealthBridge Capital Management, LLC$1.7M26,4410.33%5q-2.2%-$37.6K
TRUIST FINANCIAL CORP$1.7M26,3280.00%8q+5.2%+$81.9K
IHT Wealth Management, LLC$1.3M20,6180.03%newNEW
OBSIDIAN CIO, LLC$978.7K15,5670.73%newNEW
D.A. DAVIDSON & CO.$893.6K14,2140.00%2q+123.0%+$493.0K
Garden State Investment Advisory Services LLC$664.6K10,5710.12%newNEW
APS Management Group, Inc.$651.5K10,3620.50%newNEW
Plan Group Financial, LLC$597.3K9,5000.12%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$476.4K7,5770.00%5q-95.7%-$10.6M
JANE STREET GROUP, LLC$438.8K6,9800.00%2q-73.9%-$1.2M
GEM Asset Management, LLC$428.7K6,8190.17%7qHELD
AXXCESS WEALTH MANAGEMENT, LLC$407.1K6,4760.01%6qHELD
Kovack Advisors, Inc.$399.9K6,3600.02%2q-73.1%-$1.1M
MML INVESTORS SERVICES, LLC$394.8K6,2790.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$388.6K6,1810.00%6q+10.2%+$36.0K
Stratos Wealth Partners, LTD.$379.2K6,0320.00%2q+39.2%+$106.9K
Resurgent Financial Advisors LLC$369.5K5,8770.10%5q+2.1%+$7.5K
Alteri Wealth LLC$311.8K4,9590.09%newNEW
WILLNER & HELLER, LLC$293.1K4,6620.18%2q+3.0%+$8.5K
HARBOUR INVESTMENTS, INC.$267.2K4,2500.00%12q-16.6%-$53.0K
RETIREMENT PLANNING GROUP, LLC / NY$266.6K4,2400.15%newNEW
Worth Asset Management, LLC$262.2K4,1700.08%2qHELD
ENVESTNET ASSET MANAGEMENT INC$249.6K3,9690.00%newNEW
FIFTH THIRD BANCORP$181.9K2,8940.00%2q-20.2%-$46.0K
Tripletail Wealth Management, LLC$59.5K1,0000.07%newNEW
MATHER GROUP, LLC.$50.3K8000.00%2qHELD
AE Wealth Management LLC$49.4K7860.00%newNEW
Farther Finance Advisors, LLC$49.0K7800.00%5qHELD
Steward Partners Investment Advisory, LLC$48.3K7680.00%9qHELD
HHM Wealth Advisors, LLC$30.8K4900.00%7qHELD
Thrivent Financial for Lutherans$21.6K343,7630.04%9q-4.0%
Cape Investment Advisory, Inc.$12.6K2010.00%newNEW
Integrated Wealth Concepts LLC$12.6K2000.00%newNEW
OSAIC HOLDINGS, INC.$7.0K1120.00%5qHELD
Continuum Advisory, LLC$2.5K400.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.6K250.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.1K17,5000.00%newNEW
FLOW TRADERS U.S. LLC$98615,6820.04%2q-68.0%-$2.1K
WELLS FARGO & COMPANY/MN$37760.00%2q-50.0%

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 202647$85.3M1,363,556171380.0%
Q1 202633$53.3M1,069,49114940.0%
Q4 202523$26.2M583,9032930.0%
Q3 202523$21.8M505,2263940.0%
Q2 202523$17.3M436,5458630.0%
Q1 202520$83.0M2,444,4005360.0%
Q4 202418$10.6M285,4009440.0%
Q3 20249$8.4M224,0014310.0%
Q2 20246$4.2M123,1732200.0%
Q1 20244$1.7M48,6351030.0%
Q4 20234$2.8M87,1570220.0%
Q3 20236$2.0M71,5886000.0%