7 institutions reported holding $28.3M of VIRTUS ETF TR II (KMID) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allegheny Financial Group ($18.2M), Keystone Financial Services, LLC ($5.0M), New Insight Wealth Advisors ($4.4M), STEPHENS INC /AR/ ($332,512), Advisory Resource Group ($217,118). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allegheny Financial Group | $18.2M | 726,233 | Added |
| 2 | Keystone Financial Services, LLC | $5.0M | 198,858 | Added |
| 3 | New Insight Wealth Advisors | $4.4M | 175,559 | Trimmed |
| 4 | STEPHENS INC /AR/ | $332,512 | 13,255 | Added |
| 5 | Advisory Resource Group | $217,118 | 8,655 | Added |
| 6 | EverSource Wealth Advisors, LLC | $179,778 | 7,167 | Trimmed |
| 7 | ARVEST INVESTMENTS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30