Vault-13

TEMA ETF TRUST DSPY

S&P 500 HI WE ET · ETP · CUSIP 87975E826

12 institutional holders +7 vs Q1 2026
14,531,63014.5m shares reported held*
$955.9mreported value*
7 new 5 added 0 reduced 0 sold out net bought ≈ $88.2m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $65.78.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 2Q3 25: 3Q4 25: 2Q1 26: 5Q2 26: 1212Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20252
Q3 20253
Q4 20252
Q1 20265
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 25: 3 bought or addedQ3 25: 0 cut or sold outQ3 25Q4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202530
Q4 202512
Q1 202641
Q2 2026120

Biggest buyers

TOTAL INVESTMENT MANAGEMENT INC New +1,119,453+1.1m
LPL Financial LLC New +110,482+110.5k
Advisory Services Network, LLC New +35,368+35.4k
CENTRAL TRUST Co New +29,387+29.4k
Belpointe Asset Management LLC New +26,237+26.2k
LBMC INVESTMENT ADVISORS, LLC Added +6,725+6.7k
CITADEL ADVISORS LLC New +4,598+4.6k
Intrepid Financial Planning Group LLC New +3,143+3.1k
MIRAE ASSET SECURITIES (USA) INC. Added +2,361+2.4k
BROWN ADVISORY INC Added +1,990+2.0k

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BROWN ADVISORY INC 13G · institution filed 2026-06-05 87.9% 13.1m≈ $865.0m 2026-06-05

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BROWN ADVISORY INC 1.34% of their portfolio BALTIMORE, MD 13,147,42213.1m $865.4m $865.4m 1.34% Added +2.0k +1,990
2 TOTAL INVESTMENT MANAGEMENT INC 7.70% of their portfolio SCOTTSDALE, AZ 1,119,4531.1m $73.0m $73.0m 7.70% New
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 110,482110.5k $7.3m $7.3m 0.00% New
4 LBMC INVESTMENT ADVISORS, LLC 0.13% of their portfolio BRENTWOOD, TN 36,72436.7k $2.4m $2.4m 0.13% Added +6.7k +6,725
5 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 35,36835.4k $2.3m $2.3m 0.03% New
6 CENTRAL TRUST Co 0.03% of their portfolio JEFFERSON CITY, MO 29,38729.4k $1.9m $1.9m 0.03% New
7 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 26,23726.2k $1.7m $1.7m 0.06% New
8 MIRAE ASSET SECURITIES (USA) INC. 0.04% of their portfolio NEW YORK, NY 14,63814.6k $963.6k $963.6k 0.04% Added +2.4k +2,361
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,5984.6k $302.7k $302.7k 0.00% New
10 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 4,0034.0k $263.5k $263.5k 0.00% Added +401 +401
11 Intrepid Financial Planning Group LLC 0.07% of their portfolio CARMEL, IN 3,1433.1k $206.9k $206.9k 0.07% New
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 175175 $11.5k $11.5k 0.00% Added +152 +152