KMID Institutional Ownership & Shareholders
VIRTUS KAR MID-CAP ETF (KMID) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $41.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allegheny Financial Group is currently the largest disclosed institutional shareholder of KMID tracked by InsiderSet, reporting ownership valued at approximately $18.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.70M, representing an estimated loss of -2.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed KMID value among the investors covered in this analysis. Major shareholders include Allegheny Financial Group, Kayne Anderson Rudnick Investment Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VIRTUS KAR MID-CAP ETF (KMID).
This page ranks the largest institutional KMID shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$41.09M
Largest Holder
Allegheny Financial Group
Largest Position
$18.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allegheny Financial Group | 1.93% | 726,233 | $18,218,145 | $17,698,226 | -$519,919 | -2.85% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.02% | 241,418 | $6,059,044 | $5,883,333 | -$175,711 | -2.90% | |
| Lpl Financial Llc | 0.00% | 210,831 | $5,288,862 | $5,137,930 | -$150,932 | -2.85% | |
| Keystone Financial Services, Llc | 3.00% | 198,858 | $4,988,502 | $4,846,150 | -$142,352 | -2.85% | |
| New Insight Wealth Advisors | 1.30% | 175,559 | $4,404,038 | $4,278,355 | -$125,683 | -2.85% | |
| Citadel Advisors Llc | 0.00% | 19,736 | $495,093 | $480,964 | -$14,129 | -2.85% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 19,447 | $487,844 | $473,921 | -$13,923 | -2.85% | |
| Stephens Inc | 0.00% | 13,255 | $332,512 | $323,023 | -$9,489 | -2.85% | |
| Susquehanna International Group, Llp | 0.00% | 9,811 | $246,117 | $239,093 | -$7,024 | -2.85% | |
| World Investment Advisors | 0.00% | 10,150 | $241,977 | $247,354 | +$5,377 | +2.22% | |
| Advisory Resource Group | 0.03% | 8,764 | $205,170 | $213,578 | +$8,408 | +4.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,700 | $42,646 | $41,429 | -$1,217 | -2.85% | |
| Osaic Holdings, Inc. | 0.00% | 1,200 | $30,146 | $29,244 | -$902 | -2.99% | |
| Ubs Group Ag | 0.00% | 786 | $19,718 | $19,155 | -$563 | -2.86% | |
| Jpmorgan Chase & Co | 0.00% | 593 | $14,706 | $14,451 | -$255 | -1.73% | |
| Cwm, Llc | 0.00% | 487 | $11,610 | $11,868 | +$258 | +2.22% |
Frequently asked questions about KMID
Who are the largest institutional holders of KMID?
The largest institutional holders of KMID reported in the latest SEC Form 13F filings include Allegheny Financial Group, Kayne Anderson Rudnick Investment Management Llc, Lpl Financial Llc, Keystone Financial Services, Llc, and New Insight Wealth Advisors. InsiderSet ranks institutional holders by their latest reported KMID position.
What is KMID institutional ownership?
This page tracks KMID positions reported by institutional investment managers through SEC Form 13F. VIRTUS KAR MID-CAP ETF (KMID) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KMID?
InsiderSet currently tracks 16 institutional managers reporting KMID holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KMID shareholders.
How much KMID stock do institutions own?
Institutional investment managers disclosed approximately $41.09M in KMID holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KMID institutional ownership last updated?
The latest KMID institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KMID holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KMID position after the reporting date.
Are institutions buying or selling KMID?
Institutional buying and selling can be analyzed by comparing KMID positions across consecutive 13F reporting periods. InsiderSet's KMID Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KMID ownership changes.
How has KMID institutional ownership changed over time?
InsiderSet tracks KMID institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.