MEDX · Horizon Kinetics Medical ETF ETF
$36.69
-0.39 (-1.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $459,120
Total Shares: 15,346
Holder Concentration
Across 4 13F filersTop Holder
79.2%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
6,621
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Equitable Holdings, Inc. MEDX | $363,713 | 79.22% | 12,157 | Shares | 2023-05-15 | |
| Large OSAIC HOLDINGS, INC. MEDX | $84,727 | 18.45% | 2,832 | Shares | 2023-05-12 | |
| Large Steward Partners Investment Advisory, LLC MEDX | $10,441 | 2.27% | 349 | Shares | 2023-05-15 | |
| Mega FMR LLC MEDX | $239 | 0.05% | 8 | Shares | 2023-05-11 |