Virtus Kar Mid-Cap ETFKMIDETF

13F holders, Q3 2025 (September 30)
11holders −1
1new positions
2sold out
1famous investor
$24.66avg. 13F price*

At the end of Q3 2025, 11 institutions reported holding Virtus Kar Mid-Cap ETF (KMID) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($7.0M), New Insight Wealth Advisors ($5.9M) and Keystone Financial Services, LLC ($4.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Virtus Kar Mid-Cap ETF
CUSIP
92790A868
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 9Q4 2024Q1 2025: 9Q1 2025Q2 2025: 12Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 14Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$504K
Exits2$1.9M

All 13F filers, Q2 2025 → Q3 2025: 148,211 shares bought and 81,544 shares sold, net +66,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Kayne Anderson Rudnick Investment Management LLC 0.02% Add +5.0% 284,607 $7.0M
New Insight Wealth Advisors 2.21% Add +4.7% 237,737 $5.9M
Keystone Financial Services, LLC 3.05% Add +3.6% 176,357 $4.4M
Allegheny Financial Group 0.73% Add +125.8% 158,500 $3.9M
Advisory Resource Group 0.15% Reduce -5.3% 33,574 $828K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.5% 21,274 $525K
Citadel Advisors 0.00% New 20,415 $504K
EverSource Wealth Advisors, LLC 0.01% Add +12943.7% 9,261 $228K
Osaic Holdings, Inc. 0.00% No change 2,950 $72K
Steward Partners Investment Advisory, LLC 0.00% No change 1,500 $37K
Cwm, LLC 0.00% Reduce -50.4% 826 $20K

"% 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.