Institutional Ownership
Virtus ETF Tr II
CUSIP 92790A868KAR MID-CAP ETFKMIDQ1 2026
Institutional Holders
14
13F filers
Shares Held
1.42M
Aggregate institutional
Institutional Value
$33.90M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased6
Sold out2
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 620.4K | $14.79M | +179.8K | Added |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 300.6K | $7.16M | −19.4K | Reduced |
| 3 | New Insight Wealth Advisors | 240.5K | $5.73M | −1.2K | Reduced |
| 4 | Keystone Financial Services, LLC | 191.2K | $4.56M | +10.1K | Added |
| 5 | Lpl Financial LLC | 16.1K | $383.1K | +16.1K | New |
| 6 | Stephens Inc /Ar/ | 12.4K | $296.3K | +3.8K | Added |
| 7 | Vestmark Advisory Solutions, Inc. | 10.3K | $246.5K | +10.3K | New |
| 8 | World Investment Advisors | 10.2K | $242.0K | +10.2K | New |
| 9 | Advisory Resource Group | 8.6K | $206.1K | −27.0K | Reduced |
| 10 | Eversource Wealth Advisors, LLC | 7.8K | $186.5K | −822 | Reduced |
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