VOLT institutional holders

Tema Electrification ETF · 134 reporting institutions · $290.6M reported value

Funds that can replace VOLT · VOLT return decomposition

Institutional holdings

Institutions reporting VOLT, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$56M23,4582026-06-30
Hightower Advisors, LLC$23.9M1,0462026-06-30
Arrow Financial Corp$21M02026-06-30
Members Advisory Group LLC$20.1M12026-06-30
UBS Group AG$13.3M02026-06-30
Baird Financial Group, Inc.$12.7M02026-06-30
Hcm Wealth Advisors$8.8M92026-06-30
Raymond James Financial Inc$8.2M02026-06-30
Avid Wealth Partners LLC$8M72026-06-30
Jpmorgan Chase & Co$6M02026-06-30
Fortis Advisors, LLC$5.4M32026-06-30
Cedar Cove Wealth Partners$5.2M102026-06-30
Gerber Kawasaki Wealth & Investment Management$4.6M392026-06-30
San Luis Wealth Advisors$4.5M72026-06-30
Commonwealth Equity Services, LLC$4.2M2,8632026-06-30
Willow$4M42026-03-31
Captrust Financial Advisors$3.7M9622026-06-30
Stifel Financial Corp$3.5M02026-06-30
Saxon Financial Group$3.4M152026-06-30
Torrey-Payne Wealth Management$3.4M22026-06-30
Kestra Advisory Services, LLC$3.4M1,4792026-06-30
Stratos Wealth Partners, Ltd.$2.6M3862026-06-30
Iam Advisory, LLC$2.3M02026-06-30
Channel Wealth, LLC$2.2M92026-06-30
Truist Financial Corp$2M02026-06-30
Envestnet Pmc$1.9M602026-06-30
Arkadios Wealth Advisors$1.9M2262026-06-30
Per Stirling Capital Management, Llc.$1.8M312026-06-30
Avaii Wealth Management, LLC$1.8M112026-06-30
Mgo One Seven LLC$1.8M1182026-06-30
Perennial Investment Advisors, LLC$1.8M492026-06-30
Outlook Wealth Advisors, LLC$1.7M62026-06-30
Freegulliver, LLC$1.7M52026-06-30
Teamwork Financial Advisors, LLC$1.7M112026-06-30
Benson Wealth Management, Inc.$1.7M22026-06-30
Brookstone Capital Management$1.6M3372026-06-30
Newedge Advisors$1.6M6012026-06-30
Advisory Services Network$1.6M2532026-06-30
Arax Advisory Partners$1.6M2322026-06-30
Mezzasalma Advisors, LLC$1.6M72026-06-30
Old Port Advisors$1.6M112026-06-30
Pinnacle Associates, Ltd.$1.5M332026-06-30
Unique Wealth Strategies, LLC$1.4M52026-06-30
Jane Street Group, LLC$1.3M02026-06-30
Pcg Wealth Advisors, LLC$1.3M182026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Apollon Wealth Management, LLC$1.1M1512026-06-30
Balboa Wealth Partners, Inc.$1M262026-06-30
Rothschild Capital Partners, LLC$1M52026-06-30
Mirae Asset Securities (USA) Inc.$897.1K02026-06-30
Tidal Investments LLC$821.3K02026-06-30
Lido Advisors, LLC$803.2K3202026-06-30
Steward Partners Investment Advisory, LLC$777.7K4812026-06-30
Oder Investment Management, LLC$751.3K52026-06-30
Highline Wealth Partners LLC$693.3K172026-06-30
Wealth Enhancement Advisory Services, LLC$632.6K1,0262026-06-30
Unique Wealth, LLC$631.2K142026-06-30
Vestgen Advisors, LLC$622.3K582026-06-30
Advanced Portfolio Strategies$590.9K92026-06-30
Silver Oak Securities, Incorporated$585.4K1172026-06-30
Tcfg Investment Advisors, LLC$538.3K312026-06-30
Joseph P. Lucia & Associates, LLC$533.2K32026-06-30
Mwa Asset Management$498.2K22026-06-30
Cetera Investment Advisers$492K10,3702026-06-30
Callan Family Office, LLC$490.1K02026-06-30
Advyzon Investment Management, LLC$464K22026-06-30
Mcf Advisors LLC$437.3K332026-06-30
D. E. Shaw & Co., LP$431.8K02026-06-30
Tcfg Wealth Management, LLC$422.9K02026-03-31
Brookwood Investment Group LLC$419.6K692026-06-30
Alteri Wealth LLC$393.1K22026-06-30
Gill Capital Partners$377.1K102026-06-30
Willner & Heller, LLC$358.1K32026-06-30
Mustico Financial Group, Inc.$340.4K42026-06-30
D.A. Davidson & Co.$335.7K6892026-06-30
Capital Square, LLC$329K112026-06-30
Intrepid Financial Planning Group, LLC$325K112026-06-30
Level Four Advisory Services$321K1412026-06-30
Barclays PLC$314.2K02026-06-30
Insigneo Advisory Services, LLC$313K2252026-06-30
Corient Private Wealth LP$305.8K6742026-06-30
Weaver Consulting Group, LLC$302.1K42026-06-30
Integrated Wealth Concepts LLC$296.7K4802026-06-30
Three Magnolias Financial Advisors$295.3K52026-06-30
Nations Financial Group Inc, /ia/ /adv$293.4K02026-06-30
Hub Investment Partners, LLC$286.5K1182026-06-30
Equitable Holdings, Inc.$258K02026-06-30
Post Resch Tallon Group Inc.$253.4K62026-06-30
Grantvest Financial Group LLC$235.7K52026-06-30
Jacobs Equity LLC$231.2K32026-06-30
Resurgent Financial Advisors LLC$224.9K92026-06-30
MML Investors Services, LLC$221.2K5,1202026-06-30
Independent Financial Group, LLC$213.9K4812026-06-30
Ameriflex Group, Inc.$204.1K2122026-06-30
Jones Financial Companies LLLP$179.3K02026-06-30
Rockefeller Capital Management LP$178.1K3462026-06-30
Allworth Financial, LP$135.7K3172026-06-30
Morgan Stanley$111.3K23,1852026-06-30
Graney & King, LLC$93.3K42026-06-30
Ifg Advisory, LLC$86.8K1102026-06-30
Bank Julius Baer & Co. Ltd, Zurich$75.4K02026-06-30
Signature Equity Partners, LLC$67.6K342026-06-30
Farther Finance Advisors, LLC$63.1K3342026-06-30
Ae Wealth Management LLC$62.5K4712026-06-30
Shp Wealth Management$57.4K322026-06-30
Osaic Holdings, Inc.$52.7K02026-06-30
Royal Bank of Canada$48K02026-06-30
Thrivent Financial for Lutherans$47.5K02026-06-30
Capital Investment Advisory Services, LLC$38.6K1032026-06-30
Fiduciary Financial Advisors$34.6K512026-06-30
Harbour Investments, Inc.$30.1K2472026-06-30
Acumen Wealth Advisors, LLC$29.2K122026-06-30
Bank of Montreal /can$28.4K02026-06-30
Jfs Wealth Advisors, LLC$27K332026-06-30
Geneos Wealth Management, Inc.$19.7K1932026-06-30
US Bancorp$14.7K02026-06-30
Synergy Investment Management, LLC$12.7K192026-06-30
Cherry Tree Wealth Management, LLC$11.3K92026-03-31
Lanark Financial, Inc.$11.1K692026-06-30
Rossby Financial, Lcc$6.8K312026-06-30
Jnba Financial Advisors$6.8K302026-06-30
Simplex Trading, LLC$4.9K02026-06-30
Janney Montgomery Scott LLC$4.6K1,3422026-06-30
Triumph Capital Management$4.2K142026-06-30
Continuum Advisory, LLC$4.2K402026-06-30
Group One Trading LLC$3.9K02026-06-30
Cornerstone Planning Group LLC$3.9K232026-06-30
McIlrath & Eck, LLC$1.8K62026-03-31
Tfc Financial Management, Inc.$1.3K122026-06-30
Concord Wealth Partners$1.1K112026-06-30
Wells Fargo & Company/mn$67002026-06-30
Cambridge Investment Research Advisors, Inc.$6623,9402026-03-31
Wedbush Securities Inc$6502202026-06-30
Golden State Wealth Management, LLC$545472026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30