Virtus Kar Mid-Cap ETFKMIDETF
13F holders, Q2 2025 (June 30)12holders +3
4new positions
1sold out
$25.07avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Virtus Kar Mid-Cap ETF (KMID) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($6.8M), New Insight Wealth Advisors ($5.7M) and Keystone Financial Services, LLC ($4.3M).
- Company
- Virtus Kar Mid-Cap ETF
- CUSIP
- 92790A868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.7M |
| Exits | 1 | $10K |
All 13F filers, Q1 2025 → Q2 2025: 239,887 shares bought and 10,731 shares sold, net +229,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +4.3% | 271,112 | $6.8M |
| New Insight Wealth Advisors | 2.34% | Add +45.3% | 227,144 | $5.7M |
| Keystone Financial Services, LLC | 3.24% | Add +5.6% | 170,156 | $4.3M |
| Allegheny Financial Group | 0.39% | New | 70,183 | $1.8M |
| CLG LLC | 0.52% | New | 66,093 | $1.7M |
| Advisory Resource Group | 0.17% | Reduce -13.1% | 35,468 | $889K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 22,991 | $576K |
| Susquehanna International Group, LLP | 0.00% | New | 11,002 | $276K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.0% | 2,950 | $74K |
| Cwm, LLC | 0.00% | Reduce -39.4% | 1,664 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,500 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 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.