VIRTUS KAR MID-CAP ETF (KMID) Institutional Ownership Changes & 13F Activity
VIRTUS KAR MID-CAP ETF (KMID). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Allegheny Financial Group, New Insight Wealth Advisors, Kayne Anderson Rudnick Investment Management Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +19,736 | — | 19,736 | $495.09K | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +9,811 | — | 9,811 | $246.12K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +9,109 | +88.1% | 19,447 | $487.84K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,200 | — | 1,200 | $30.15K | Q2 2026 | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Sell | -59,227 | -19.7% | 241,418 | $6.06M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +786 | — | 786 | $19.72K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +593 | — | 593 | $14.71K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +194,760 | +1211.9% | 210,831 | $5.29M | Q2 2026 | Aug 07, 2026 |
| Stephens Inc | Buy | +825 | +6.6% | 13,255 | $332.51K | Q2 2026 | Jul 29, 2026 |
| New Insight Wealth Advisors | Sell | -64,928 | -27.0% | 175,559 | $4.40M | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Services, Llc | Buy | +7,656 | +4.0% | 198,858 | $4.99M | Q2 2026 | Jul 24, 2026 |
| Allegheny Financial Group | Buy | +105,859 | +17.1% | 726,233 | $18.22M | Q2 2026 | Jul 22, 2026 |
| Advisory Resource Group | Buy | +8 | +0.1% | 8,655 | $217.12K | Q2 2026 | Jul 14, 2026 |
| Morgan Stanley | Sell | -804 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -575 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -487 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Arvest Investments, Inc. | Sell | -849 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about KMID activity
Which institutional owners are buying KMID?
Institutional owners buying KMID include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KMID activity?
"Buy" means an investor increased their reported position in KMID compared to the prior reporting period. This reflects growing exposure to VIRTUS KAR MID-CAP ETF (KMID) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KMID increasing?
Institutional interest in KMID can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.