13F Insight
DOSSIER · 13F Holders · Q2 2026
KMID

VIRTUS ETF TR II

18 institutions still hold VIRTUS ETF TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A868·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
18
filers reporting
Concentration
44.14%
Allegheny Financial Group #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported KMID in Q2 2026. Allegheny Financial Group leads at 44.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Allegheny Financial Group
CIK 0001844148
$18M726K1.93%Q2 202602
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$6M241K0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$5M211K0.00%Q2 202604
Keystone Financial Services, LLC
CIK 0002046033
$5M199K3.00%Q2 202605
New Insight Wealth Advisors
CIK 0002022328
$4M176K1.30%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$495K20K0.00%Q2 202607
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$488K19K0.00%Q2 202608
STEPHENS INC /AR/
CIK 0000757657
$333K13K0.00%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$246K10K0.00%Q2 202610
World Investment Advisors
CIK 0001652594
$242K10K0.00%Q1 202611
Advisory Resource Group
CIK 0001764968
$217K9K0.03%Q2 202612
EverSource Wealth Advisors, LLC
CIK 0001710537
$180K7K0.01%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$43K2K0.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$30K1K0.00%Q2 202615
UBS Group AG
CIK 0001610520
$20K7860.00%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$15K5930.00%Q2 202617
CWM, LLC
CIK 0001535847
$12K4870.00%Q1 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025