CUSIP 92790A868KAR MID-CAP ETFKMIDQ4 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 440.6K | $10.74M | +282.1K | Added |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 320.0K | $7.79M | +35.4K | Added |
| 3 | New Insight Wealth Advisors | 241.7K | $5.89M | +4.0K | Added |
| 4 | Keystone Financial Services, LLC | 181.1K | $4.42M |
| +4.8K |
| Added |
| 5 | Advisory Resource Group | 35.7K | $870.2K | +2.1K | Added |
| 6 | Morgan Stanley | 13.0K | $317.9K | +13.0K | New |
| 7 | Eversource Wealth Advisors, LLC | 8.6K | $210.8K | −617 | Reduced |
| 8 | Stephens Inc /Ar/ | 8.6K | $210.5K | +8.6K | New |
| 9 | Steward Partners Investment Advisory, LLC | 1.7K | $41.4K | +200 | Added |
| 10 | Osaic Holdings, Inc. | 1.3K | $31.7K | −1.6K | Reduced |
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