Horizon Kinetics Medical ETFMEDXETF

13F holders, Q1 2024 (March 31)
4holders
$29.75avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($65K), Steward Partners Investment Advisory, LLC ($6K) and HighMark Wealth Management LLC ($5K).

Company
Horizon Kinetics Medical ETF
Filed as
LISTED FD TR (Q1 2024)
CUSIP
53656G563
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 4Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 7Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 4 holders

Osaic Holdings, Inc. 0.00% Reduce -17.9% 2,186 $65K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.5% 199 $6K
HighMark Wealth Management LLC 0.00% Add +5.9% 162 $5K
FMR LLC 0.00% No change 8 $238

"% of holder's portfolio" is MEDX's weight in each manager's 13F, not the share of Horizon Kinetics Medical ETF the manager owns.