13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
KMID

VIRTUS ETF TR II

15 institutions still hold VIRTUS ETF TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A868·15 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.6%
vs prior quarter
13F value held
$34M
77.0% inst. owned
of float
Holders
15
+84 QoQ
filers reporting
Activity
+64 / −100
+808 added · −751 reduced
this quarter
Concentration
43.63%
Allegheny Financial Group #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported KMID in Q1 2026. Allegheny Financial Group leads at 43.6% of the visible book. +84 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Allegheny Financial Group
CIK 0001844148
$15M620K1.99%Q1 202602
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$7M301K0.02%Q1 202603
New Insight Wealth Advisors
CIK 0002022328
$6M240K2.06%Q1 202604
Keystone Financial Services, LLC
CIK 0002046033
$5M191K3.07%Q1 202605
LPL Financial LLC
CIK 0001403438
$383,13316K0.00%Q1 202606
STEPHENS INC /AR/
CIK 0000757657
$296,33112K0.00%Q1 202607
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$246,45810K0.00%Q1 202608
World Investment Advisors
CIK 0001652594
$241,97710K0.00%Q1 202609
Advisory Resource Group
CIK 0001764968
$206,1449K0.04%Q1 202610
EverSource Wealth Advisors, LLC
CIK 0001710537
$186,4818K0.01%Q1 202611
Steward Partners Investment Advisory, LLC
CIK 0001723397
$40,5282K0.00%Q1 202612
ARVEST INVESTMENTS, INC.
CIK 0001025038
$20,2408490.00%Q1 202613
MORGAN STANLEY
CIK 0000895421
$19,1678040.00%Q1 202614
CWM, LLC
CIK 0001535847
$11,6104870.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025