Who Owns Virtus KAR Mid-Cap ETF (KMID)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$1.0742000778800058e+45T
% of Float Held
—
QoQ Change in Holders
+9 / -2
Price History
KMID — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Allegheny Financial Group | New Position | +441K | +$10.7B |
| New Insight Wealth Advisors | New Position | +242K | +$5.9B |
| Keystone Financial Services, LLC | New Position | +181K | +$4.4B |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Increased | +35K | +$772.3M |
| STEPHENS INC /AR/ | New Position | +9K | +$210.0M |
| ARVEST INVESTMENTS, INC. | New Position | +849 | +$20.0M |
| UBS Group AG | New Position | +302 | +$7.0M |
| Advisory Resource Group | New Position | +36K | +$870K |
| CWM, LLC | New Position | +695 | +$17K |
| MORGAN STANLEY | New Position | +13K | +$0 |
| Steward Partners Investment Advisory, LLC | Increased | +200 | +$-37.0M |
KMID — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -20K | -$503.6M |
| EverSource Wealth Advisors, LLC | Decreased | -617 | -$228.3M |
| OSAIC HOLDINGS, INC. | Decreased | -2K | -$72.4M |
| Cambridge Investment Research Advisors, Inc. | Closed Position | -21K | -$525K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 440,618 | $10.7B | 1.59% | Share |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 319,995 | $7.8B | 0.02% | Share |
| 3 | New Insight Wealth Advisors | 241,694 | $5.9B | 2.10% | Share |
| 4 | Keystone Financial Services, LLC | 181,145 | $4.4B | 3.01% | Share |
| 5 | STEPHENS INC /AR/ | 8,635 | $210.0M | 0.00% | Share |
| 6 | ARVEST INVESTMENTS, INC. | 849 | $20.0M | 0.00% | Share |
| 7 | UBS Group AG | 302 | $7.0M | 0.00% | Share |
| 8 | Advisory Resource Group | 35,693 | $870K | 0.15% | Share |
| 9 | EverSource Wealth Advisors, LLC | 8,644 | $210K | 0.00% | Share |
| 10 | CWM, LLC | 695 | $17K | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 1,300 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 13,040 | $0 | 0.00% | Share |
| 13 | Steward Partners Investment Advisory, LLC | 1,700 | $0 | 0.00% | Share |
KMID Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $29.1B | +7 |
| Q3 2025 | 6 | $7.9B | -3 |
| Q2 2025 | 9 | $11.9B | +0 |
| Q1 2025 | 9 | $13.8B | -1 |
| Q4 2024 | 10 | $8.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold KMID (Virtus KAR Mid-Cap ETF). The largest holder is Allegheny Financial Group with $10.7B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own KMID?
As of Q4 2025, 13 institutional investors report holding KMID (Virtus KAR Mid-Cap ETF) in their 13F filings.
Who is the largest institutional holder of KMID?
The largest institutional holder of KMID is Allegheny Financial Group with $10.7B in shares.
Is institutional ownership of KMID increasing or decreasing?
This quarter, 9 institutions opened new positions in KMID and 2 closed their positions.