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Virtus KAR Mid-Cap ETF (KMID) Institutional Ownership

$24.82 -0.15 (-0.60%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Virtus KAR Mid-Cap ETF (NYSEARCA:KMID)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$17.99M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$325.15K
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KMID Institutional Buying and Selling by Quarter

Virtus KAR Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 CLG LLC66,093$1.66M0.5%N/A5.508%
8/14/2025 Keystone Financial Services LLC170,156$4.27M3.2%+5.6%14.180%
8/12/2025 Steward Partners Investment Advisory LLC1,500$38K0.0%N/A0.125%
8/8/2025 Advisory Resource Group35,468$889K0.2%-13.1%3.019%
7/25/2025 CWM LLC1,664$42K0.0%-39.4%0.142%
7/16/2025 New Insight Wealth Advisors227,144$5.70M2.3%+45.3%18.542%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC259,805$6.15M0.0%+178.6%24.743%
5/1/2025 CWM LLC2,747$65K0.0%N/A0.282%
4/30/2025 New Insight Wealth Advisors156,332$3.71M1.7%+134.8%16.034%
4/25/2025 Keystone Financial Services LLC161,166$3.82M3.2%+6.6%16.530%
4/22/2025 Cambridge Investment Research Advisors Inc.23,921$567K0.0%-10.7%2.453%
4/21/2025 Advisory Resource Group40,794$968K0.2%-9.1%4.184%
3/14/2025 Keystone Financial Services LLC151,169$3.68M3.4%N/A17.785%
2/14/2025 Jane Street Group LLC14,529$353K0.0%N/A0.000%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC93,263$2.26M0.0%N/A0.000%
2/7/2025 New Insight Wealth Advisors66,589$1.62M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

KMID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KMID shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Virtus KAR Mid-Cap ETF. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($6.15M), New Insight Wealth Advisors ($5.70M), Keystone Financial Services LLC ($4.27M), CLG LLC ($1.66M), Advisory Resource Group ($889K), Cambridge Investment Research Advisors Inc. ($567K), and Jane Street Group LLC ($353K).Learn more on Virtus KAR Mid-Cap ETF's institutional investors.

Which institutional investors have been buying Virtus KAR Mid-Cap ETF's stock?

The following institutional investors have purchased Virtus KAR Mid-Cap ETF's stock in the last 24 months: Kayne Anderson Rudnick Investment Management LLC ($259.81K), New Insight Wealth Advisors ($227.14K), Keystone Financial Services LLC ($170.16K), CLG LLC ($66.09K), Jane Street Group LLC ($14.53K), CWM LLC ($2.75K), and Steward Partners Investment Advisory LLC ($1.50K).

How much institutional buying is happening at Virtus KAR Mid-Cap ETF?

Institutional investors have bought a total of 741,974 shares in the last 24 months. This purchase volume represents approximately $17.99M in transactions.

Which of Virtus KAR Mid-Cap ETF's major shareholders have been selling company stock?

The following institutional investors have sold Virtus KAR Mid-Cap ETF stock in the last 24 months: Advisory Resource Group ($9.40K), Cambridge Investment Research Advisors Inc. ($2.86K), and CWM LLC ($1.08K).

How much institutional selling is happening at Virtus KAR Mid-Cap ETF?

Institutional investors have sold a total of 13,343 shares in the last 24 months. This volume of shares sold represents approximately $325.15K in transactions.



This page (NYSEARCA:KMID) was last updated on 8/28/2025 by MarketBeat.com Staff
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