Who owns KMID?
Virtus KAR Mid-Cap ETF · Virtus
16 institutions reported holding KMID, worth $41.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KMID
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allegheny Financial Group | Pittsburgh, PA | $18.2M | 726,233 | +105,859 shares |
| Kayne Anderson Rudnick Investment Management LLC | Los Angeles, CA | $6.1M | 241,418 | −59,227 shares |
| LPL Financial LLC | Fort Mill, SC | $5.3M | 210,831 | +194,760 shares |
| Keystone Financial Services, LLC | Omaha, NE | $5.0M | 198,858 | +7,656 shares |
| New Insight Wealth Advisors | San Ramon, CA | $4.4M | 175,559 | −64,928 shares |
| Citadel Advisors LLC | Miami, FL | $495K | 19,736 | New position |
| Vestmark Advisory Solutions, Inc. | Wakefield, MA | $488K | 19,447 | +9,109 shares |
| Stephens Inc. | Little Rock, AR | $333K | 13,255 | +825 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $246K | 9,811 | New position |
| World Investment Advisors | Lincroft, NJ | $242K | 10,150 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KMID?
16 institutional managers reported holding KMID in Form 13F filings for June 30, 2026, worth $41.3M in total. The largest reported position was held by Allegheny Financial Group, at $18.2M.
Did institutions buy or sell KMID last quarter?
Reported 13F value rose 21.8% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KMID ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.