MEDX LISTED FDS TR
FollowHORI KIN MED ETF (fund)
6 managers (6 13F filers) reported a position in MEDX shares at 2025-12-31, 2,639 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 2,639
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,095 | $69.6K | <0.01% | new | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 267 | $8.87K | <0.01% | new | 13F-HRTimeline |
| HighMark Wealth Management LLC | 167 | $5.54K | <0.01% | +2 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 102 | $3.39K | <0.01% | -1,681 | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 8 | $266 | <0.01% | 0 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $9 | <0.01% | -1 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |