Horizon Kin Enrg & Remed ETFNVIRETF
13F holders, Q1 2024 (March 31)5holders
$28.13avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Horizon Kin Enrg & Remed ETF (NVIR) in their 13F filings. The largest holders were Fernwood Investment Management, LLC ($285K), Bank of Montreal ($46K) and Cape Investment Advisory, Inc. ($12K).
- Company
- Horizon Kin Enrg & Remed ETF
- Filed as
- LISTED FD TR (Q1 2024)
- CUSIP
- 53656G514
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 1 | $336K |
Ownership 5 holders
| Fernwood Investment Management, LLC | 0.08% | Add +6.3% | 10,135 | $285K |
| Bank of Montreal | 0.00% | Reduce -30.0% | 1,636 | $46K |
| Cape Investment Advisory, Inc. | 0.01% | New | 426 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 300 | $8K |
| UBS Group AG | 0.00% | New | 3 | $84 |
"% of holder's portfolio" is NVIR's weight in each manager's 13F, not the share of Horizon Kin Enrg & Remed ETF the manager owns.