Horizon Kinetics Medical ETFMEDXETF
13F holders, Q2 2024 (June 30)3holders −1
0new positions
1sold out
$29.82avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were HighMark Wealth Management LLC ($5K), Steward Partners Investment Advisory, LLC ($596) and FMR LLC ($239).
- Company
- Horizon Kinetics Medical ETF
- Filed as
- LISTED FD TR (Q2 2024)
- CUSIP
- 53656G563
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $65K |
All 13F filers, Q1 2024 → Q2 2024: 2,365 shares sold, net −2,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| HighMark Wealth Management LLC | 0.00% | No change | 162 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -90.0% | 20 | $596 |
| FMR LLC | 0.00% | No change | 8 | $239 |
"% of holder's portfolio" is MEDX's weight in each manager's 13F, not the share of Horizon Kinetics Medical ETF the manager owns.