Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / KAR MID-CAP ETF
-
Total 13F shares
-
651,178
-
Share change
-
+238,021
-
Total reported value
-
$15,436,156
-
Price per share
-
$23.72
-
Number of holders
-
9
-
Value change
-
+$5,622,803
-
Number of buys
-
7
-
Number of sells
-
4
Institutional Holders of VIRTUS ETF TR II - KAR MID-CAP ETF (KMID) as of Q1 2025
As of 31 Mar 2025,
VIRTUS ETF TR II - KAR MID-CAP ETF (KMID) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
651,178 shares.
The largest 9 holders included
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, Keystone Financial Services, LLC, New Insight Wealth Advisors, Advisory Resource Group, Cambridge Investment Research Advisors, Inc., OSAIC HOLDINGS, INC., CWM, LLC, UBS Group AG, and EverSource Wealth Advisors, LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.