Horizon Kinetics Medical ETFMEDXETF
13F holders, Q4 2025 (December 31)5holders +1
2new positions
0sold out
$33.20avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Horizon Kinetics Medical ETF (MEDX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Osaic Holdings, Inc. ($70K), Global Retirement Partners, LLC ($9K) and HighMark Wealth Management LLC ($6K).
- Company
- Horizon Kinetics Medical ETF
- Filed as
- LISTED FDS TR (Q4 2025)
- CUSIP
- 53656G563
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $78K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,364 shares bought and 1,682 shares sold, net +682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Osaic Holdings, Inc. | 0.00% | New | 2,095 | $70K |
| Global Retirement Partners, LLC | 0.00% | New | 267 | $9K |
| HighMark Wealth Management LLC | 0.00% | Add +1.2% | 167 | $6K |
| UBS Group AG | 0.00% | Reduce -94.3% | 102 | $3K |
| FMR LLC | 0.00% | No change | 8 | $266 |
"% of holder's portfolio" is MEDX's weight in each manager's 13F, not the share of Horizon Kinetics Medical ETF the manager owns.