Horizon Kinetics Medical ETFMEDXETF
13F holders, Q3 2024 (September 30)4holders +1
1new positions
0sold out
$30.56avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Wells Fargo & Company ($65K), HighMark Wealth Management LLC ($5K) and Steward Partners Investment Advisory, LLC ($611).
- Company
- Horizon Kinetics Medical ETF
- Filed as
- LISTED FD TR (Q3 2024)
- CUSIP
- 53656G563
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $65K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 2,142 shares bought, net +2,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Wells Fargo & Company | 0.00% | New | 2,142 | $65K |
| HighMark Wealth Management LLC | 0.00% | No change | 162 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $611 |
| FMR LLC | 0.00% | No change | 8 | $244 |
"% of holder's portfolio" is MEDX's weight in each manager's 13F, not the share of Horizon Kinetics Medical ETF the manager owns.