VIRTUS ETF TR II (KMID)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
16
Reporting holders
$41.3M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allegheny Financial Group | $18.2M | 726,233 | 1.93% | 5q | +17.1%+$2.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $6.1M | 241,418 | 0.02% | 7q | -19.7%-$1.5M |
| LPL Financial LLC | $5.3M | 210,831 | 0.00% | 2q | +1211.9%+$4.9M |
| Keystone Financial Services, LLC | $5.0M | 198,858 | 3.00% | 7q | +4.0%+$192.1K |
| New Insight Wealth Advisors | $4.4M | 175,559 | 1.30% | 7q | -27.0%-$1.6M |
| CITADEL ADVISORS LLC | $495.1K | 19,736 | 0.00% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $487.8K | 19,447 | 0.00% | 2q | +88.1%+$228.5K |
| STEPHENS INC /AR/ | $332.5K | 13,255 | 0.00% | 3q | +6.6%+$20.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $246.1K | 9,811 | 0.00% | new | NEW |
| World Investment Advisors | $242.0K | 10,150 | 0.00% | 2q | HELD |
| Advisory Resource Group | $217.1K | 8,655 | 0.03% | 7q | HELD |
| EverSource Wealth Advisors, LLC | $179.8K | 7,167 | 0.01% | 7q | -8.4%-$16.4K |
| Steward Partners Investment Advisory, LLC | $42.6K | 1,700 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $30.1K | 1,200 | 0.00% | new | NEW |
| UBS Group AG | $19.7K | 786 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $14.7K | 593 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $41.3M | 1,645,399 | 5 | 5 | 3 | 0.0% |
| Q1 2026 | 14 | $33.9M | 1,422,006 | 3 | 3 | 5 | 0.0% |
| Q4 2025 | 12 | $30.6M | 1,253,615 | 4 | 6 | 2 | 0.0% |
| Q3 2025 | 9 | $22.8M | 924,901 | 1 | 5 | 1 | 0.0% |
| Q2 2025 | 10 | $21.5M | 855,679 | 4 | 3 | 2 | 0.0% |
| Q1 2025 | 7 | $14.8M | 624,510 | 1 | 5 | 1 | 0.0% |
| Q4 2024 | 8 | $9.4M | 386,372 | 7 | 0 | 0 | 0.0% |