Horizon Kin Enrg & Remed ETFNVIRETF
13F holders, Q1 2025 (March 31)4holders +1
2new positions
0sold out
$30.48avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Horizon Kin Enrg & Remed ETF (NVIR) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were CW Advisors, LLC ($306K), Horizon Kinetics Asset Management LLC ($271K) and Cape Investment Advisory, Inc. ($95K).
- Company
- Horizon Kin Enrg & Remed ETF
- Filed as
- LISTED FD TR (Q1 2025)
- CUSIP
- 53656G514
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $328K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 11,231 shares bought, net +11,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| CW Advisors, LLC | 0.00% | New | 10,055 | $306K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +1.0% | 8,899 | $271K |
| Cape Investment Advisory, Inc. | 0.04% | Add +14.2% | 3,115 | $95K |
| Bank of Montreal | 0.00% | New | 700 | $21K |
"% 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.