Virtus Kar Mid-Cap ETFKMIDETF
13F holders, Q1 2025 (March 31)9holders
2new positions
2sold out
$23.70avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Virtus Kar Mid-Cap ETF (KMID) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($6.2M), Keystone Financial Services, LLC ($3.8M) and New Insight Wealth Advisors ($3.7M).
- Company
- Virtus Kar Mid-Cap ETF
- CUSIP
- 92790A868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $75K |
| Exits | 2 | $690K |
All 13F filers, Q4 2024 → Q1 2025: 273,340 shares bought and 35,319 shares sold, net +238,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +178.6% | 259,805 | $6.2M |
| Keystone Financial Services, LLC | 3.24% | Add +6.6% | 161,166 | $3.8M |
| New Insight Wealth Advisors | 1.68% | Add +134.8% | 156,332 | $3.7M |
| Advisory Resource Group | 0.20% | Reduce -9.1% | 40,794 | $968K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.7% | 23,921 | $567K |
| Osaic Holdings, Inc. | 0.00% | Add +180.9% | 5,901 | $140K |
| Cwm, LLC | 0.00% | New | 2,747 | $65K |
| UBS Group AG | 0.00% | New | 441 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7000.0% | 71 | $2K |
"% of holder's portfolio" is KMID's weight in each manager's 13F, not the share of Virtus Kar Mid-Cap ETF the manager owns.