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 | 726,233 | 18,218 | 1.93% | 1.99% | 1 | +105,859 | 17.06% | Q2 2026 | Jul 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 241,418 | 6,059 | 0.02% | 0.02% | 2 | -59,227 | -19.7% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 210,831 | 5,288 | 0.0% | 0.0% | 3 | +194,760 | 1211.87% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Services, LLC | History | Added to | 198,858 | 4,988 | 3.0% | 3.07% | 4 | +7,656 | 4.0% | Q2 2026 | Jul 24, 2026 |
| New Insight Wealth Advisors | History | Reduced | 175,559 | 4,404 | 1.3% | 2.06% | 5 | -64,928 | -27.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,736 | 495 | 0.0% | — | 6 | +19,736 | New | Q2 2026 | Sep 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,447 | 487 | 0.0% | 0.0% | 7 | +9,109 | 88.11% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 13,255 | 332 | 0.0% | 0.0% | 8 | +825 | 6.64% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,811 | 246 | 0.0% | — | 9 | +9,811 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 10,150 | 241 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Resource Group | History | Added to | 8,655 | 217 | 0.03% | 0.04% | 11 | +8 | 0.09% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,167 | 179 | 0.01% | 0.01% | 12 | -655 | -8.37% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,700 | 42 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,200 | 30 | 0.0% | — | 14 | +1,200 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 786 | 19 | 0.0% | — | 15 | +786 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 593 | 14 | 0.0% | — | 16 | +593 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 487 | 11 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -849 | -100.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -804 | -100.0% | Q2 2026 | Aug 13, 2026 |