Who Owns KMID?
Virtus KAR Mid-Cap ETF — Institutional Ownership & 13F Holdings
$25.12
-0.13 (-0.53%)
Market Cap
$40.8M
Shares Outstanding
1,509,510
Institutional Holders
9
Total Inst. Value
$15.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $6.2M | 259,805 |
| 2 | Keystone Financial Services, LLC | $3.8M | 161,166 |
| 3 | New Insight Wealth Advisors | $3.7M | 156,332 |
| 4 | Advisory Resource Group | $967K | 40,794 |
| 5 | Cambridge Investment Research Advisors, Inc. | $567K | 23,921 |
| 6 | OSAIC HOLDINGS, INC. | $140K | 5,901 |
| 7 | UBS Group AG | $10K | 441 |
| 8 | EverSource Wealth Advisors, LLC | $2K | 71 |
| 9 | CWM, LLC | $65 | 2,747 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | +167K | $6.2M |
| Keystone Financial Services, LLC | +10K | $3.8M |
| New Insight Wealth Advisors | +90K | $3.7M |
| OSAIC HOLDINGS, INC. | +4K | $140K |
| EverSource Wealth Advisors, LLC | +70 | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisory Resource Group | -4K | $967K |
| Cambridge Investment Research Advisors, Inc. | -3K | $567K |
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Frequently Asked Questions
How many institutional investors hold KMID?
As of Q1 2025, 9 institutional investors report holding KMID (Virtus KAR Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most KMID?
The largest institutional holder of KMID is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC with $6.2M in shares.
Are institutions buying or selling KMID?
This quarter, 2 institutions opened new positions in KMID and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.