Who Owns MEDX?
Horizon Kinetics Medical ETF — Institutional Ownership & 13F Holdings
$32.55
-0.15 (-0.46%)
Market Cap
$20.5M
Shares Outstanding
572,776
Institutional Holders
5
Total Inst. Value
$517K
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
1
Closed Positions
3
Increased
1
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $488K | 17,635 |
| 2 | UBS Group AG | $25K | 895 |
| 3 | HighMark Wealth Management LLCNew | $5K | 165 |
| 4 | WELLS FARGO & COMPANY/MN | $9 | 0 |
| 5 | FMR LLC | $0 | 8 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITADEL ADVISORS LLC | +4K | $488K |
| HighMark Wealth Management LLCNew | +165 | $5K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -2K | $9 |
| UBS Group AG | -107 | $25K |
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Frequently Asked Questions
How many institutional investors hold MEDX?
As of Q1 2025, 5 institutional investors report holding MEDX (Horizon Kinetics Medical ETF) in their 13F filings.
Which hedge fund owns the most MEDX?
The largest institutional holder of MEDX is CITADEL ADVISORS LLC with $488K in shares.
Are institutions buying or selling MEDX?
This quarter, 1 institutions opened new positions in MEDX and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.