Virtus Kar Mid-Cap ETFKMIDETF
13F holders, Q4 2025 (December 31)13holders +2
4new positions
2sold out
$24.37avg. 13F price*
At the end of Q4 2025, 13 institutions reported holding Virtus Kar Mid-Cap ETF (KMID) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Allegheny Financial Group ($10.7M), Kayne Anderson Rudnick Investment Management LLC ($7.8M) and New Insight Wealth Advisors ($5.9M).
- Company
- Virtus Kar Mid-Cap ETF
- CUSIP
- 92790A868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $556K |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 351,396 shares bought and 44,087 shares sold, net +307,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Allegheny Financial Group | 1.59% | Add +178.0% | 440,618 | $10.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +12.4% | 319,995 | $7.8M |
| New Insight Wealth Advisors | 2.10% | Add +1.7% | 241,694 | $5.9M |
| Keystone Financial Services, LLC | 3.01% | Add +2.7% | 181,145 | $4.4M |
| Advisory Resource Group | 0.15% | Add +6.3% | 35,693 | $870K |
| Morgan Stanley | 0.00% | New | 13,040 | $318K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 8,644 | $211K |
| Stephens Inc. | 0.00% | New | 8,635 | $211K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.3% | 1,700 | $41K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.9% | 1,300 | $32K |
| Arvest Investments, Inc. | 0.00% | New | 849 | $21K |
| Cwm, LLC | 0.00% | Reduce -15.9% | 695 | $17K |
| UBS Group AG | 0.00% | New | 302 | $7K |
"% 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.