Who Owns Horizon Kinetics Medical ETF (MEDX)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$500.0T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
MEDX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| HighMark Wealth Management LLC | New Position | +167 | +$5.0M |
| OSAIC HOLDINGS, INC. | New Position | +2K | +$0 |
| Global Retirement Partners, LLC | New Position | +267 | +$0 |
MEDX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Decreased | -2K | -$50.3M |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$23K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HighMark Wealth Management LLC | 167 | $5.0M | 0.00% | Share |
| 2 | UBS Group AG | 102 | $3.0M | 0.00% | Share |
| 3 | Global Retirement Partners, LLC | 267 | $0 | 0.00% | Share |
| 4 | OSAIC HOLDINGS, INC. | 2,095 | $0 | 0.00% | Share |
| 5 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 6 | FMR LLC | 8 | $0 | 0.00% | Share |
MEDX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $8.0M | +3 |
| Q3 2025 | 3 | $53.3M | -2 |
| Q2 2025 | 5 | $63.1M | +0 |
| Q1 2025 | 5 | $517.3M | -2 |
| Q4 2024 | 7 | $427.0M | +3 |
| Q3 2024 | 4 | $65.7M | +1 |
| Q2 2024 | 3 | $239K | -1 |
| Q1 2024 | 4 | $69.2M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold MEDX (Horizon Kinetics Medical ETF). The largest holder is HighMark Wealth Management LLC with $5.0M in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own MEDX?
As of Q4 2025, 6 institutional investors report holding MEDX (Horizon Kinetics Medical ETF) in their 13F filings.
Who is the largest institutional holder of MEDX?
The largest institutional holder of MEDX is HighMark Wealth Management LLC with $5.0M in shares.
Is institutional ownership of MEDX increasing or decreasing?
This quarter, 3 institutions opened new positions in MEDX and 0 closed their positions.