KMID VIRTUS ETF TR II
FollowKAR MID-CAP ETF (fund)
11 managers (11 13F filers) reported a position in KMID shares at 2025-09-30, 947,001 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 5
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 947,001
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAG… | 284,607 | $7.02M | 0.02% | +13,495 | 13F-HRTimeline |
| New Insight Wealth Advisors | 237,737 | $5.86M | 2.21% | +10,593 | 13F-HRTimeline |
| Keystone Financial Services, LLC | 176,357 | $4.35M | 3.05% | +6,201 | 13F-HRTimeline |
| Allegheny Financial Group | 158,500 | $3.91M | 0.73% | +88,317 | 13F-HRTimeline |
| Advisory Resource Group | 33,574 | $828K | 0.15% | -1,894 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 21,274 | $525K | <0.01% | -1,717 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 20,415 | $504K | <0.01% | new | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 9,261 | $228K | 0.01% | +9,190 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,950 | $72.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| Steward Partners Investment Advisory, L… | 1,500 | $37K | <0.01% | 0 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 826 | $20K | <0.01% | -838 | 13F-HRTimelineGroup |