WELD Institutional Ownership & Shareholders
TEMA U.S. MANUFACTURING & RE (WELD) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $106.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Thrivent Financial For Lutherans is currently the largest disclosed institutional shareholder of WELD tracked by InsiderSet, reporting ownership valued at approximately $21.61M in its June 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 $17.16M, representing an estimated loss of -20.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed WELD value among the investors covered in this analysis. Major shareholders include Thrivent Financial For Lutherans, Ubs Group Ag, Morgan Stanley, and several other long-term asset managers with concentrated positions in TEMA U.S. MANUFACTURING & RE (WELD).
This page ranks the largest institutional WELD 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
47
Total Reported Value
$106.92M
Largest Holder
Thrivent Financial For Lutherans
Largest Position
$21.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Thrivent Financial For Lutherans | 0.04% | 343,763 | $21,612,000 | $17,164,087 | -$4,447,913 | -20.58% | |
| Ubs Group Ag | 0.00% | 313,234 | $19,693,022 | $15,639,774 | -$4,053,248 | -20.58% | |
| Morgan Stanley | 0.00% | 146,636 | $9,219,056 | $7,321,535 | -$1,897,521 | -20.58% | |
| Cooper Capital Advisors Llc | 3.74% | 172,313 | $9,175,254 | $8,603,588 | -$571,666 | -6.23% | |
| Lpl Financial Llc | 0.00% | 126,773 | $7,970,219 | $6,329,776 | -$1,640,443 | -20.58% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 106,718 | $5,672,053 | $5,328,430 | -$343,623 | -6.06% | |
| Raymond James Financial Inc | 0.00% | 77,301 | $4,859,914 | $3,859,639 | -$1,000,275 | -20.58% | |
| Inspire Advisors, Llc | 0.32% | 72,835 | $4,578,925 | $3,636,652 | -$942,273 | -20.58% | |
| Willow Financial Llc | 2.93% | 65,098 | $2,886,445 | $3,250,343 | +$363,898 | +12.61% | |
| National Wealth Management Group, Llc | 0.72% | 47,245 | $2,515,708 | $2,358,943 | -$156,765 | -6.23% | |
| Royal Bank Of Canada | 0.00% | 38,736 | $2,435,000 | $1,934,088 | -$500,912 | -20.57% | |
| Advisory Services Network, Llc | 0.02% | 28,307 | $1,779,655 | $1,413,369 | -$366,286 | -20.58% | |
| Wealthbridge Capital Management, Llc | 0.32% | 30,783 | $1,639,129 | $1,536,995 | -$102,134 | -6.23% | |
| Truist Financial Corp | 0.00% | 29,169 | $1,553,169 | $1,456,408 | -$96,761 | -6.23% | |
| Iht Wealth Management, Llc | 0.03% | 20,618 | $1,296,254 | $1,029,457 | -$266,797 | -20.58% | |
| D.A. Davidson & Co. | 0.01% | 21,914 | $1,166,867 | $1,094,166 | -$72,701 | -6.23% | |
| Flow Traders U.S. Llc | 0.04% | 15,682 | $986,000 | $783,002 | -$202,998 | -20.59% | |
| Obsidian Cio, Llc | 0.73% | 15,567 | $978,697 | $777,260 | -$201,437 | -20.58% | |
| Garden State Investment Advisory Services Llc | 0.13% | 10,571 | $664,599 | $527,810 | -$136,789 | -20.58% | |
| Susquehanna International Group, Llp | 0.00% | 7,577 | $476,366 | $378,320 | -$98,046 | -20.58% | |
| Aps Management Group, Inc. | 0.33% | 8,595 | $457,663 | $429,148 | -$28,515 | -6.23% | |
| Jane Street Group, Llc | 0.00% | 6,980 | $438,833 | $348,511 | -$90,322 | -20.58% | |
| Kovack Advisors, Inc. | 0.02% | 6,360 | $399,854 | $317,555 | -$82,299 | -20.58% | |
| Mml Investors Services, Llc | 0.00% | 6,279 | $394,789 | $313,510 | -$81,279 | -20.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,181 | $388,580 | $308,617 | -$79,963 | -20.58% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 6,032 | $379,234 | $301,178 | -$78,056 | -20.58% | |
| Resurgent Financial Advisors Llc | 0.10% | 5,877 | $369,502 | $293,439 | -$76,063 | -20.59% | |
| Gem Asset Management, Llc | 0.14% | 6,819 | $363,100 | $340,473 | -$22,627 | -6.23% | |
| Axxcess Wealth Management, Llc | 0.01% | 6,476 | $344,831 | $323,347 | -$21,484 | -6.23% | |
| Alteri Wealth Llc | 0.09% | 4,959 | $311,772 | $247,603 | -$64,169 | -20.58% | |
| Harbour Investments, Inc. | 0.00% | 4,250 | $267,194 | $212,203 | -$54,992 | -20.58% | |
| Retirement Planning Group, Llc / Ny | 0.15% | 4,240 | $266,569 | $211,703 | -$54,866 | -20.58% | |
| Independent Financial Group, Llc | 0.00% | 4,875 | $259,582 | $243,409 | -$16,173 | -6.23% | |
| Envestnet Asset Management Inc | 0.00% | 3,969 | $249,550 | $198,172 | -$51,378 | -20.59% | |
| Willner & Heller, Llc | 0.16% | 4,662 | $248,240 | $232,774 | -$15,466 | -6.23% | |
| Worth Asset Management, Llc | 0.06% | 4,110 | $218,848 | $205,212 | -$13,636 | -6.23% | |
| Fifth Third Bancorp | 0.00% | 2,894 | $181,946 | $144,497 | -$37,449 | -20.58% | |
| Tripletail Wealth Management, Llc | 0.07% | 1,000 | $59,530 | $49,930 | -$9,600 | -16.13% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 768 | $48,284 | $38,346 | -$9,938 | -20.58% | |
| Farther Finance Advisors, Llc | 0.00% | 780 | $41,533 | $38,945 | -$2,588 | -6.23% | |
| Hhm Wealth Advisors, Llc | 0.00% | 490 | $30,807 | $24,466 | -$6,341 | -20.58% | |
| Mather Group, Llc. | 0.00% | 400 | $21,299 | $19,972 | -$1,327 | -6.23% | |
| Cape Investment Advisory, Inc. | 0.00% | 201 | $10,706 | $10,036 | -$670 | -6.26% | |
| Osaic Holdings, Inc. | 0.00% | 112 | $7,041 | $5,592 | -$1,449 | -20.58% | |
| Continuum Advisory, Llc | 0.00% | 40 | $2,518 | $1,997 | -$521 | -20.68% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,750 | $550 | $436,888 | +$436,338 | +79334.09% | |
| Wells Fargo & Company/Mn | 0.00% | 6 | $377 | $300 | -$77 | -20.54% |
Frequently asked questions about WELD
Who are the largest institutional holders of WELD?
The largest institutional holders of WELD reported in the latest SEC Form 13F filings include Thrivent Financial For Lutherans, Ubs Group Ag, Morgan Stanley, Cooper Capital Advisors Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported WELD position.
What is WELD institutional ownership?
This page tracks WELD positions reported by institutional investment managers through SEC Form 13F. TEMA U.S. MANUFACTURING & RE (WELD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WELD?
InsiderSet currently tracks 47 institutional managers reporting WELD 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 WELD shareholders.
How much WELD stock do institutions own?
Institutional investment managers disclosed approximately $106.92M in WELD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WELD institutional ownership last updated?
The latest WELD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 WELD 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 WELD position after the reporting date.
Are institutions buying or selling WELD?
Institutional buying and selling can be analyzed by comparing WELD positions across consecutive 13F reporting periods. InsiderSet's WELD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WELD ownership changes.
How has WELD institutional ownership changed over time?
InsiderSet tracks WELD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.