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Virtus KAR Mid-Cap ETF (KMID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allegheny Financial Group
DECREASED
Shares699,258 from 726,233
Change-26,975 (-4%)
Value$16.4M (-$1.8M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares210,549 from 210,831
Change-282 (0%)
Value$4.9M (-$359.9K)
Filed 2026-11-06
Advisory Resource Group
INCREASED
Shares8,764 from 8,655
Change+109 (+1%)
Value$205.2K (-$11.9K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares5,563 from 7,167
Change-1,604 (-22%)
Value$130.2K (-$49.5K)
Filed 2026-11-04
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 241,418
Change-241,418 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 198,858
Change-198,858 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 175,559
Change-175,559 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,736
Change-19,736 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 786
Change-786 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 593
Change-593 (-100%)
Value—
Status
Allegheny Financial Group
DECREASED699,258726,233-26,975-4%$18.2M$16.4M-$1.8M2026-11-05
LPL Financial LLC
DECREASED210,549210,831-2820%$5.3M$4.9M-$359.9K2026-11-06
Advisory Resource Group
INCREASED8,7648,655+109+1%$217.1K$205.2K-$11.9K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED5,5637,167-1,604-22%$179.8K$130.2K-$49.5K2026-11-04
Kayne Anderson Rudnick Investment Management LLC
N/A—241,418-241,418-100%$6.1M———
Keystone Financial Services, LLC
N/A—198,858-198,858-100%$5.0M———
New Insight Wealth Advisors
N/A—175,559-175,559-100%$4.4M———
Citadel Advisors LLC
N/A—19,736-19,736-100%$495.1K———
Vestmark Advisory Solutions, Inc.
N/A—19,447-19,447-100%$487.8K———
Stephens Inc
N/A—13,255-13,255-100%$332.5K———
World Investment Advisors
N/A—10,150-10,150-100%$242.0K———
Susquehanna International Group, LLP
N/A—9,811-9,811-100%$246.1K———
Steward Partners Investment Advisory, LLC
N/A—1,700-1,700-100%$42.6K———
Osaic Holdings, Inc.
N/A—1,200-1,200-100%$30.1K———
UBS Group AG
N/A—786-786-100%$19.7K———
JPMorgan Chase & Co
N/A—593-593-100%$14.7K———
Showing 16 of 16 institutions