Filing Research | TEMA ETF TRUST Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Members Advisory Group LLC	Shares	480.8KSH	$20.1M
2	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	209.2KSH	$8.8M
3	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	124.2KSH	$5.2M
4	San Luis Wealth Advisors LLC	Shares	106.9KSH	$4.5M
5	Torrey-Payne Wealth Management, LLC	Shares	80.4KSH	$3.4M
6	IAM Advisory, LLC	Shares	53.8KSH	$2.3M
7	Teamwork Financial Advisors, LLC	Shares	41.4KSH	$1.7M
8	Brookstone Capital Management	Shares	39.1KSH	$1.6M
9	Old Port Advisors	Shares	37.2KSH	$1.6M
10	Unique Wealth Strategies, LLC	Shares	34.3KSH	$1.4M
11	Apollon Wealth Management, LLC	Shares	26.9KSH	$1.1M
12	HIGHLINE WEALTH PARTNERS LLC	Shares	16.6KSH	$693.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.3KSH	$632.6K
14	UNIQUE WEALTH, LLC	Shares	15.1KSH	$631.2K
15	APS Management Group, Inc.	Shares	14.1KSH	$590.9K
16	TCFG Investment Advisors, LLC	Shares	12.8KSH	$538.3K
17	Brookwood Investment Group LLC	Shares	10.0KSH	$419.6K
18	WILLNER & HELLER, LLC	Shares	8.5KSH	$358.1K
19	D.A. DAVIDSON & CO.	Shares	8.0KSH	$335.7K
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	7.0KSH	$293.4K
21	Post Resch Tallon Group Inc.	Shares	6.0KSH	$253.4K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.1KSH	$213.9K
23	Farther Finance Advisors, LLC	Shares	1.5KSH	$63.1K
24	Capital Investment Advisory Services, LLC	Shares	921SH	$38.6K
25	JFS WEALTH ADVISORS, LLC	Shares	645SH	$27.0K
26	LANARK FINANCIAL, INC.	Shares	265SH	$11.1K
27	JNBA Financial Advisors	Shares	162SH	$6.8K
28	Triumph Capital Management	Shares	100SH	$4.2K
29	TFC Financial Management, Inc.	Shares	32SH	$1.3K
30	Golden State Wealth Management, LLC	Shares	13SH	$545

Manager changes2026-06-30 vs 2026-03-31

31 / 31 loaded

#		Instrument
1	Members Advisory Group LLC added	Shares	+100.9K	+$7.1M	$20.1M
2	SBE LLC DBA CEDAR COVE WEALTH PARTNERS added	Shares	+75.0K	+$3.5M	$5.2M
3	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+10.0K	+$1.9M	$8.8M
4	Old Port Advisors new	Shares	+37.2K	+$1.6M	$1.6M
5	San Luis Wealth Advisors LLC added	Shares	+5.8K	+$1.0M	$4.5M
6	Torrey-Payne Wealth Management, LLC added	Shares	+5.5K	+$803.9K	$3.4M
7	HIGHLINE WEALTH PARTNERS LLC new	Shares	+16.6K	+$693.3K	$693.3K
8	Apollon Wealth Management, LLC added	Shares	+13.4K	+$665.5K	$1.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+16.3K	+$632.6K	$632.6K
10	UNIQUE WEALTH, LLC new	Shares	+15.1K	+$631.2K	$631.2K
11	APS Management Group, Inc. new	Shares	+14.1K	+$590.9K	$590.9K
12	IAM Advisory, LLC added	Shares	+2.2K	+$485.2K	$2.3M
13	Brookstone Capital Management added	Shares	+3.7K	+$425.6K	$1.6M
14	Teamwork Financial Advisors, LLC added	Shares	+1.4K	+$365.2K	$1.7M
15	WILLNER & HELLER, LLC new	Shares	+8.5K	+$358.1K	$358.1K
16	D.A. DAVIDSON & CO. new	Shares	+8.0K	+$335.7K	$335.7K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+7.0K	+$293.4K	$293.4K
18	Post Resch Tallon Group Inc. new	Shares	+6.0K	+$253.4K	$253.4K
19	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.1K	+$213.9K	$213.9K
20	TCFG Investment Advisors, LLC added	Shares	+500	+$115.4K	$538.3K
21	Brookwood Investment Group LLC added	Shares	+171	+$82.5K	$419.6K
22	Capital Investment Advisory Services, LLC new	Shares	+921	+$38.6K	$38.6K
23	JFS WEALTH ADVISORS, LLC new	Shares	+645	+$27.0K	$27.0K
24	LANARK FINANCIAL, INC. new	Shares	+265	+$11.1K	$11.1K
25	Farther Finance Advisors, LLC unchanged	Shares	0	+$10.7K	$63.1K
26	Triumph Capital Management new	Shares	+100	+$4.2K	$4.2K
27	JNBA Financial Advisors added	Shares	+29	+$2.2K	$6.8K
28	TFC Financial Management, Inc. new	Shares	+32	+$1.3K	$1.3K
29	Golden State Wealth Management, LLC new	Shares	+13	+$545	$545
30	Global Wealth Strategies & Associates exited	Shares	-42	-$1.4K	$0
31	Unique Wealth Strategies, LLC trimmed	Shares	-18.9K	-$385.9K	$1.4M