CUSIP 92790A868KAR MID-CAP ETFKMIDQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Allegheny Financial Group | 440.6K | $10.74M |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 320.0K | $7.79M |
| 3 | New Insight Wealth Advisors | 241.7K | $5.89M |
| 4 | Keystone Financial Services, LLC | 181.1K | $4.42M |
| 5 | Advisory Resource Group | 35.7K | $870.2K |
| 6 | Morgan Stanley | 13.0K | $317.9K |
| 7 | Eversource Wealth Advisors, LLC | 8.6K | $210.8K |
| 8 | Stephens Inc /Ar/ | 8.6K | $210.5K |
| 9 |
| Steward Partners Investment Advisory, LLC |
| 1.7K |
| $41.4K |
| 10 | Osaic Holdings, Inc. | 1.3K | $31.7K |