Virtus Kar Mid-Cap ETFKMIDETF
13F holders, Q1 2026 (March 31)14holders +1
3new positions
2sold out
$23.84avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Virtus Kar Mid-Cap ETF (KMID) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Allegheny Financial Group ($14.8M), Kayne Anderson Rudnick Investment Management LLC ($7.2M) and New Insight Wealth Advisors ($5.7M).
- Company
- Virtus Kar Mid-Cap ETF
- CUSIP
- 92790A868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $872K |
| Exits | 2 | $39K |
All 13F filers, Q4 2025 → Q1 2026: 230,167 shares bought and 62,471 shares sold, net +167,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Allegheny Financial Group | 1.99% | Add +40.8% | 620,374 | $14.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -6.0% | 300,645 | $7.2M |
| New Insight Wealth Advisors | 2.06% | Reduce -0.5% | 240,487 | $5.7M |
| Keystone Financial Services, LLC | 3.07% | Add +5.5% | 191,202 | $4.6M |
| LPL Financial LLC | 0.00% | New | 16,071 | $383K |
| Stephens Inc. | 0.00% | Add +44.0% | 12,430 | $296K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,338 | $246K |
| World Investment Advisors | 0.00% | New | 10,150 | $242K |
| Advisory Resource Group | 0.04% | Reduce -75.8% | 8,647 | $206K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.5% | 7,822 | $186K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,700 | $41K |
| Arvest Investments, Inc. | 0.00% | No change | 849 | $20K |
| Morgan Stanley | 0.00% | Reduce -93.8% | 804 | $19K |
| Cwm, LLC | 0.00% | Reduce -29.9% | 487 | $12K |
"% 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.