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KMID VIRTUS ETF TR II

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KAR MID-CAP ETF (fund)

13 managers (13 13F filers) reported a position in KMID shares at 2025-06-30, 880,334 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
4
Added
3
Reduced
4
Sold out
1
Shares held by filers
880,334

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…271,112$6.79M0.02%+11,30713F-HRTimeline
New Insight Wealth Advisors227,144$5.7M2.34%+70,81213F-HRTimeline
Keystone Financial Services, LLC170,156$4.27M3.24%+8,99013F-HRTimeline
Allegheny Financial Group70,183$1.76M0.39%new13F-HRTimeline
CLG LLC66,093$1.66M0.52%new13F-HRTimeline
Advisory Resource Group35,468$889K0.17%-5,32613F-HRTimeline
Cambridge Investment Research Advisors,…22,991$576K<0.01%-93013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,002$276K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,950$74K<0.01%-2,95113F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,664$42K<0.01%-1,08313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,500$37.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…71$1.78K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.