Horizon Kin Enrg & Remed ETFNVIRETF
13F holders, Q4 2024 (December 31)3holders −2
0new positions
2sold out
$30.00avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Horizon Kin Enrg & Remed ETF (NVIR) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Fernwood Investment Management, LLC ($306K), Horizon Kinetics Asset Management LLC ($265K) and Cape Investment Advisory, Inc. ($81K).
- Company
- Horizon Kin Enrg & Remed ETF
- Filed as
- LISTED FD TR (Q4 2024)
- CUSIP
- 53656G514
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $227K |
All 13F filers, Q3 2024 → Q4 2024: 927 shares bought and 8,306 shares sold, net −7,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fernwood Investment Management, LLC | 0.11% | Reduce -4.7% | 10,205 | $306K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +7.3% | 8,811 | $265K |
| Cape Investment Advisory, Inc. | 0.03% | Add +13.5% | 2,727 | $81K |
"% 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.