Horizon Kinetics Medical ETFMEDXETF
13F holders, Q2 2025 (June 30)5holders +1
1new positions
1sold out
$26.65avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were UBS Group AG ($59K), Elevation Point Wealth Partners, LLC ($20K) and HighMark Wealth Management LLC ($4K).
- Company
- Horizon Kinetics Medical ETF
- Filed as
- LISTED FDS TR (Q2 2025)
- CUSIP
- 53656G563
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 1 | $488K |
All 13F filers, Q1 2025 → Q2 2025: 2,072 shares bought and 17,635 shares sold, net −15,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| UBS Group AG | 0.00% | Add +146.0% | 2,202 | $59K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 764 | $20K |
| HighMark Wealth Management LLC | 0.00% | No change | 165 | $4K |
| FMR LLC | 0.00% | No change | 8 | $213 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is MEDX's weight in each manager's 13F, not the share of Horizon Kinetics Medical ETF the manager owns.