LAZR Institutional Ownership & Shareholders
TEMA PHOTONICS & OPTICAL ETF (LAZR) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Hb Wealth Management, Llc is currently the largest disclosed institutional shareholder of LAZR tracked by InsiderSet, reporting ownership valued at approximately $308,997 in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $236,925.5, representing an estimated loss of -23.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed LAZR value among the investors covered in this analysis. Major shareholders include Hb Wealth Management, Llc, Gts Securities Llc, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in TEMA PHOTONICS & OPTICAL ETF (LAZR).
This page ranks the largest institutional LAZR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$1.47M
Largest Holder
Hb Wealth Management, Llc
Largest Position
$308,997
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hb Wealth Management, Llc | 0.00% | 6,950 | $308,997 | $236,926 | -$72,071 | -23.32% | |
| Gts Securities Llc | 0.01% | 4,697 | $237,673 | $160,121 | -$77,552 | -32.63% | |
| Advisors Asset Management, Inc. | 0.00% | 13,929 | $235,539 | $474,840 | +$239,301 | +101.60% | |
| Balance Wealth, Llc | 0.03% | 2,992 | $133,006 | $101,997 | -$31,009 | -23.31% | |
| Roxbury Financial Llc | 0.06% | 1,712 | $76,116 | $58,362 | -$17,754 | -23.32% | |
| Sbi Securities Co., Ltd. | 0.00% | 829 | $36,857 | $28,261 | -$8,596 | -23.32% | |
| Ubs Group Ag | 0.00% | 2 | $101 | $68 | -$33 | -32.50% |
Frequently asked questions about LAZR
Who are the largest institutional holders of LAZR?
The largest institutional holders of LAZR reported in the latest SEC Form 13F filings include Hb Wealth Management, Llc, Gts Securities Llc, Advisors Asset Management, Inc., Balance Wealth, Llc, and Roxbury Financial Llc. InsiderSet ranks institutional holders by their latest reported LAZR position.
What is LAZR institutional ownership?
This page tracks LAZR positions reported by institutional investment managers through SEC Form 13F. TEMA PHOTONICS & OPTICAL ETF (LAZR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LAZR?
InsiderSet currently tracks 8 institutional managers reporting LAZR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LAZR shareholders.
How much LAZR stock do institutions own?
Institutional investment managers disclosed approximately $1.47M in LAZR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LAZR institutional ownership last updated?
The latest LAZR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LAZR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LAZR position after the reporting date.
Are institutions buying or selling LAZR?
Institutional buying and selling can be analyzed by comparing LAZR positions across consecutive 13F reporting periods. InsiderSet's LAZR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LAZR ownership changes.
How has LAZR institutional ownership changed over time?
InsiderSet tracks LAZR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.