KMID Institutional Ownership
Virtus KAR Mid-Cap ETF
1W: -0.3%
1M: -2.0%
3M: -6.6%
YTD: -3.6%
1Y: -3.8%
$23.64
+0.05 (+0.21%)
Weekly Expected Move ±1.6%
$23
$23
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KMID
18
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
5
New Positions
6
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 726,233 | 17M | +105,859 | +17.1% | 5Q | SEC ↗ |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 241,418 | 6M | -59,227 | -19.7% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 210,831 | 5M | +194,760 | +1211.9% | 2Q | SEC ↗ |
| 4 | Keystone Financial Services, LLC | 198,858 | 5M | +7,656 | +4.0% | 7Q | SEC ↗ |
| 5 | New Insight Wealth Advisors | 175,559 | 4M | -64,928 | -27.0% | 7Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 19,736 | 467K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Vestmark Advisory Solutions, Inc. | 19,447 | 460K | +9,109 | +88.1% | 2Q | SEC ↗ |
| 8 | STEPHENS INC /AR | 13,255 | 313K | +825 | +6.6% | 3Q | SEC ↗ |
| 9 | World Investment Advisors | 10,150 | 240K | — | +0.0% | 2Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 9,811 | 232K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Advisory Resource Group | 8,655 | 205K | +8 | +0.1% | 7Q | SEC ↗ |
| 12 | EverSource Wealth Advisors, LLC | 7,167 | 169K | -655 | -8.4% | 7Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 1,700 | 40K | — | +0.0% | 5Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. NEW | 1,200 | 28K | — | +0.0% | 1Q | SEC ↗ |
| 15 | UBS Group AG NEW | 786 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO NEW | 593 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 17 | CWM, LLC | 487 | 12K | -208 | -29.9% | 5Q | SEC ↗ |
| 18 | MORGAN STANLEY | 0 | 0K | -804 | -100.0% | 2Q | SEC ↗ |
| 19 | ARVEST INVESTMENTS, INC. | 0 | 0K | -849 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 19,736 | 467K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,811 | 232K |
| OSAIC HOLDINGS, INC. | 1,200 | 28K |
| UBS Group AG | 786 | 19K |
| JPMORGAN CHASE & CO | 593 | 14K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ARVEST INVESTMENTS, INC. | 849 | 20K |
| MORGAN STANLEY | 804 | 19K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +194,760 | +1211.9% | 210,831 |
| Allegheny Financial Group | +105,859 | +17.1% | 726,233 |
| Vestmark Advisory Solutions, Inc. | +9,109 | +88.1% | 19,447 |
| Keystone Financial Services, LLC | +7,656 | +4.0% | 198,858 |
| STEPHENS INC /AR | +825 | +6.6% | 13,255 |
| Advisory Resource Group | +8 | +0.1% | 8,655 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| New Insight Wealth Advisors | -64,928 | -27.0% | 175,559 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -59,227 | -19.7% | 241,418 |
| EverSource Wealth Advisors, LLC | -655 | -8.4% | 7,167 |
| CWM, LLC | -208 | -29.9% | 487 |