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MEDX · Horizon Kinetics Medical ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $532,690
Total Shares: 15,992

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
51.5%
Jun 2023 → Mar 2026 · range 51.5% – 94.3%
−27.9 pts
Top 5
100.0%
Jun 2023 → Mar 2026 · range 99.9% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
3,928
Jun 2023 → Mar 2026 · range 3,928 – 8,914
Highly concentrated−2,531

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
2
Decreased
0
Sold Out
2
Unchanged
2
Holder count: 0
Institutional value: +507.9%
Shares held: +506.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
OSAIC HOLDINGS, INC. +300 2,395
WELLS FARGO & COMPANY/MN +1 1

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,232 $274,207
HORIZON KINETICS ASSET MANAGEMENT LLC 5,189 $172,845

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Global Retirement Partners, LLC 267 $8,864
UBS Group AG 102 $3,386
Filter: New 2 Increased 2 Reduced 0 Sold out 2 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP MEDX $274,207 51.48% 8,232
HORIZON KINETICS ASSET MANAGEMENT LLC MEDX $172,845 32.45% 5,189
OSAIC HOLDINGS, INC. MEDX $79,777 14.98% 2,395
HighMark Wealth Management LLC MEDX $5,562 1.04% 167
FMR LLC MEDX $266 0.05% 8
WELLS FARGO & COMPANY/MN MEDX $33 0.01% 1