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MEDI HARBOR ETF TRUST

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HEALTH CARE ETF (fund)

7 managers (7 13F filers) reported a position in MEDI shares at 2025-12-31, 349,742 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
7
13F filers
7
New
2
Added
1
Reduced
3
Sold out
2
Shares held by filers
349,742

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC213,093$6.7M0.01%+5,16013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …79,732$2.51M0.02%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,503$613K<0.01%-89613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,010$504K<0.01%-16613F-HRTimelineGroup
GTS SECURITIES LLC14,683$462K0.02%-10,41913F-HRTimeline
Waverly Advisors, LLC6,420$202K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…301$9.47K<0.01%new13F-HRTimeline