Horizon Kin Enrg & Remed ETFNVIRETF
13F holders, Q2 2024 (June 30)4holders −1
2new positions
3sold out
$28.41avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Horizon Kin Enrg & Remed ETF (NVIR) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were Fernwood Investment Management, LLC ($293K), Commonwealth Equity Services, LLC ($251K) and Horizon Kinetics Asset Management LLC ($226K).
- Company
- Horizon Kin Enrg & Remed ETF
- Filed as
- LISTED FD TR (Q2 2024)
- CUSIP
- 53656G514
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $477K |
| Exits | 3 | $55K |
All 13F filers, Q1 2024 → Q2 2024: 17,323 shares bought and 1,939 shares sold, net +15,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fernwood Investment Management, LLC | 0.09% | Add +1.7% | 10,305 | $293K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,838 | $251K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 7,942 | $226K |
| Cape Investment Advisory, Inc. | 0.01% | Add +87.6% | 799 | $23K |
"% 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.