Horizon Kinetics Medical ETFMEDXETF

13F holders, Q1 2025 (March 31)
4holders −3
0new positions
2sold out
1famous investor
$27.67avg. 13F price*

At the end of Q1 2025, 4 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, down 3 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($488K), UBS Group AG ($25K) and HighMark Wealth Management LLC ($5K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Horizon Kinetics Medical ETF
Filed as
LISTED FD TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits2$549

All 13F filers, Q4 2024 → Q1 2025: 4,459 shares bought and 2,270 shares sold, net +2,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Citadel Advisors 0.00% Add +33.8% 17,635 $488K
UBS Group AG 0.00% Reduce -10.7% 895 $25K
HighMark Wealth Management LLC 0.00% No change 165 $5K
FMR LLC 0.00% No change 8 $221

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