MEDI HARBOR ETF TRUST
FollowHEALTH CARE ETF (fund)
11 managers (11 13F filers) reported a position in MEDI shares at 2026-06-30, 770,105 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 6
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 770,105
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LPL Financial LLC | 235,929 | $7.98M | <0.01% | new | 13F-HRTimeline |
| Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, … | 216,677 | $7.33M | 0.05% | +97,279 | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 209,783 | $7.1M | 0.01% | +3,746 | 13F-HRTimeline |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 27,339 | $925K | <0.01% | +15,920 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 21,978 | $744K | <0.01% | +1,153 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 20,947 | $709K | <0.01% | +2,907 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 18,065 | $611K | 0.01% | +5,770 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 11,187 | $379K | <0.01% | -2,929 | 13F-HRTimelineGroup |
| Private Advisor Group, LLC | 7,500 | $254K | <0.01% | 0 | 13F-HRTimeline |
| PRIVATE TRUST CO NA | 370 | $12.5K | <0.01% | new | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 330 | $11.2K | <0.01% | 0 | 13F-HRTimeline |