KMID — Virtus ETF Tr II Institutional Holders · Q2 2026
Who owns Virtus ETF Tr II (KMID)? 18 institutions reported holding $41.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Allegheny Financial Group ($18.2M), Kayne Anderson Rudnick Investment Management LLC ($6.1M), LPL Financial LLC ($5.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allegheny Financial Group | $18.2M | 726,233 | Added |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $6.1M | 241,418 | Trimmed |
| 3 | LPL Financial LLC | $5.3M | 210,831 | Added |
| 4 | Keystone Financial Services, LLC | $5.0M | 198,858 | Added |
| 5 | New Insight Wealth Advisors | $4.4M | 175,559 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $495,093 | 19,736 | New |
| 7 | Vestmark Advisory Solutions, Inc. | $487,844 | 19,447 | Added |
| 8 | STEPHENS INC /AR/ | $332,512 | 13,255 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $246,117 | 9,811 | New |
| 10 | World Investment Advisors | $241,977 | 10,150 | Hold |
| 11 | Advisory Resource Group | $217,118 | 8,655 | Added |
| 12 | EverSource Wealth Advisors, LLC | $179,778 | 7,167 | Trimmed |
| 13 | Steward Partners Investment Advisory, LLC | $42,646 | 1,700 | Hold |
| 14 | OSAIC HOLDINGS, INC. | $30,146 | 1,200 | New |
| 15 | UBS Group AG | $19,718 | 786 | New |
| 16 | JPMORGAN CHASE & CO | $14,706 | 593 | New |
| 17 | ARVEST INVESTMENTS, INC. | $0 | 0 | Exited |
| 18 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30