Virtus ETF Trust II - KMID
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allegheny Financial Group | History | Added to | 440,618 | 10,742 | 1.59% | 0.73% | 1 | +282,118 | 177.99% | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 319,995 | 7,788 | 0.02% | 0.02% | 2 | +35,388 | 12.43% | Q4 2025 | Feb 13, 2026 |
| New Insight Wealth Advisors | History | Added to | 241,694 | 5,892 | 2.1% | 2.21% | 3 | +3,957 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 181,145 | 4,416 | 3.01% | 3.04% | 4 | +4,788 | 2.71% | Q4 2025 | Jan 27, 2026 |
| Advisory Resource Group | History | Added to | 35,693 | 870 | 0.15% | 0.15% | 5 | +2,119 | 6.31% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | New | 13,040 | 317 | 0.0% | — | 6 | +13,040 | New | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | New | 8,635 | 210 | 0.0% | — | 7 | +8,635 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,644 | 210 | 0.01% | 0.01% | 8 | -617 | -6.66% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,700 | 41 | 0.0% | 0.0% | 9 | +200 | 13.33% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,300 | 31 | 0.0% | 0.0% | 10 | -1,650 | -55.93% | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 849 | 20 | 0.0% | — | 11 | +849 | New | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 695 | 17 | 0.0% | 0.0% | 12 | -131 | -15.86% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 302 | 7 | 0.0% | — | 13 | +302 | New | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,274 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,415 | -100.0% | Q3 2025 | Nov 14, 2025 |