KMID VIRTUS ETF TR II
FollowKAR MID-CAP ETF (fund)
10 managers (10 13F filers) reported a position in KMID shares at 2025-03-31, 651,178 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 5
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 651,178
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAG… | 259,805 | $6.15M | 0.02% | +166,542 | 13F-HRTimeline |
| Keystone Financial Services, LLC | 161,166 | $3.82M | 3.24% | +9,997 | 13F-HRTimeline |
| New Insight Wealth Advisors | 156,332 | $3.71M | 1.68% | +89,743 | 13F-HRTimeline |
| Advisory Resource Group | 40,794 | $968K | 0.2% | -4,070 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 23,921 | $567K | <0.01% | -2,864 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,901 | $140K | <0.01% | +3,800 | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 2,747 | $65K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 441 | $10.5K | <0.01% | new | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 71 | $1.68K | <0.01% | +70 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |