Horizon Kinetics Medical ETFMEDXETF

13F holders, Q4 2024 (December 31)
7holders +3
3new positions
0sold out
1famous investor
$26.13avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($344K), Wells Fargo & Company ($56K) and UBS Group AG ($26K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Horizon Kinetics Medical ETF
Filed as
LISTED FD TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$370K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 14,182 shares bought, net +14,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Citadel Advisors 0.00% New 13,176 $344K
Wells Fargo & Company 0.00% No change 2,142 $56K
UBS Group AG 0.00% New 1,002 $26K
HighMark Wealth Management LLC 0.00% Add +1.9% 165 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 20 $523
FMR LLC 0.00% No change 8 $209
Tower Research Capital LLC (TRC) 0.00% New 1 $26

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