Who owns Virtus KAR Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KMID from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 1.6M shares of Virtus KAR Mid-Cap ETF worth $41.3M — about 87.4% of shares outstanding; the largest disclosed holder is Allegheny Financial Group. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$41.3M
value, 2026 filers
87.4%
of shares outstanding (1.6M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of KMID's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 726,233 | $18.2M | 1.9% | 38.6% | +17.1% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 241,418 | $6.1M | 0.0% | 12.8% | -19.7% |
| 3 | LPL Financial LLC | 210,831 | $5.3M | 0.0% | 11.2% | +1211.9% |
| 4 | Keystone Financial Services, LLC | 198,858 | $5.0M | 3.0% | 10.6% | +4.0% |
| 5 | New Insight Wealth Advisors | 175,559 | $4.4M | 1.3% | 9.3% | -27.0% |
| 6 | CITADEL ADVISORS LLCNEW | 19,736 | $495,093 | 0.0% | 1% | new |
| 7 | Vestmark Advisory Solutions, Inc. | 19,447 | $487,844 | 0.0% | 1% | +88.1% |
| 8 | STEPHENS INC /AR/ | 13,255 | $332,512 | 0.0% | 0.7% | +6.6% |
| 9 | World Investment Advisors | 10,150 | $241,977 | 0.0% | 0.5% | 0.0% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 9,811 | $246,117 | 0.0% | 0.5% | new |
| 11 | Advisory Resource Group | 8,655 | $217,118 | 0.0% | 0.5% | +0.1% |
| 12 | EverSource Wealth Advisors, LLC | 7,167 | $179,778 | 0.0% | 0.4% | +1146.4% |
| 13 | Steward Partners Investment Advisory, LLC | 1,700 | $42,646 | 0.0% | 0.1% | 0.0% |
| 14 | OSAIC HOLDINGS, INC.NEW | 1,200 | $30,146 | 0.0% | 0.1% | new |
| 15 | UBS Group AGNEW | 786 | $19,718 | 0.0% | 0% | new |
| 16 | JPMORGAN CHASE & CONEW | 593 | $14,706 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.