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MEDI Institutional Ownership

Harbor Health Care ETF (MEDI)
1W: -1.1% 1M: -6.4% 3M: -5.8% YTD: +3.4% 1Y: +11.4% 3Y: +50.1%
$32.43
-0.03 (-0.09%)
 
Weekly Expected Move ±2.3%
$31 $32 $32 $33 $34
ETF AMEX · AUM $21.7M

Institutional Ownership — MEDI

11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
2
New Positions
6
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (12 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC NEW 235,929 8M — +0.0% 1Q SEC ↗
2 Pinnacle Financial Partners, Inc. 216,677 7M +97,279 +81.5% 3Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 209,783 7M +3,746 +1.8% 9Q SEC ↗
4 TRUIST FINANCIAL CORP 27,339 887K +15,920 +139.4% 2Q SEC ↗
5 OSAIC HOLDINGS, INC. 21,978 713K +1,153 +5.5% 7Q SEC ↗
6 CITADEL ADVISORS LLC 20,947 679K +2,907 +16.1% 4Q SEC ↗
7 GTS SECURITIES LLC 18,065 586K +5,770 +46.9% 8Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,187 363K -2,929 -20.7% 2Q SEC ↗
9 Private Advisor Group, LLC 7,500 243K — +0.0% 2Q SEC ↗
10 PRIVATE TRUST CO NA NEW 370 12K — +0.0% 1Q SEC ↗
11 Steward Partners Investment Advisory, 330 11K — +0.0% 3Q SEC ↗
12 Waverly Advisors, LLC 0 0K -6,420 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
LPL Financial LLC 235,929 8M
PRIVATE TRUST CO NA 370 12K
Sold Out (1)
HolderPrev SharesPrev Value
Waverly Advisors, LLC 6,420 208K
Biggest Increases (6)
HolderAddedChange %Total Shares
Pinnacle Financial Partners, Inc. +97,279 +81.5% 216,677
TRUIST FINANCIAL CORP +15,920 +139.4% 27,339
GTS SECURITIES LLC +5,770 +46.9% 18,065
COMMONWEALTH EQUITY SERVICES, LLC +3,746 +1.8% 209,783
CITADEL ADVISORS LLC +2,907 +16.1% 20,947
OSAIC HOLDINGS, INC. +1,153 +5.5% 21,978
Biggest Decreases (1)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,929 -20.7% 11,187

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms