ETF Holders

Who owns MEDI?

Sector

Harbor Health Care ETF · Harbor

11 institutions reported holding MEDI, worth $26.1M, in Form 13F filings for June 30, 2026.

13F holders
11
Institutional value
$26.1M
Change from prior quarter
+116.8%
+$14.0M, with price moves
New and sold-out firms
2 / 0
6 added, 1 trimmed

Top 10 institutional holders of MEDI

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$8.0M235,929New position
Pinnacle Financial Partners, Inc.Atlanta, GA$7.3M216,677+97,279 shares
Commonwealth Equity Services, LLCWaltham, MA$7.1M209,783+3,746 shares
Truist Financial Corp.Charlotte, NC$925K27,339+15,920 shares
Osaic Holdings, Inc.Scottsdale, AZ$744K21,978+1,153 shares
Citadel Advisors LLCMiami, FL$709K20,947+2,907 shares
GTS Securities LLCNew York, NY$611K18,065+5,770 shares
Susquehanna International Group, LLPBala Cynwyd, PA$379K11,187−2,929 shares
Private Advisor Group, LLCMorristown, NJ$254K7,500No change
Private Trust Co NACleveland, OH$13K370New position
1 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns MEDI?

11 institutional managers reported holding MEDI in Form 13F filings for June 30, 2026, worth $26.1M in total. The largest reported position was held by LPL Financial LLC, at $8.0M.

Did institutions buy or sell MEDI last quarter?

Reported 13F value rose 116.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MEDI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.