16 institutions reported holding $33.9M of VIRTUS ETF TR II (KMID) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allegheny Financial Group ($14.8M), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC ($7.2M), New Insight Wealth Advisors ($5.7M), Keystone Financial Services, LLC ($4.6M), LPL Financial LLC ($383,133). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allegheny Financial Group | $14.8M | 620,374 | Added |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $7.2M | 300,645 | Trimmed |
| 3 | New Insight Wealth Advisors | $5.7M | 240,487 | Trimmed |
| 4 | Keystone Financial Services, LLC | $4.6M | 191,202 | Added |
| 5 | LPL Financial LLC | $383,133 | 16,071 | New |
| 6 | STEPHENS INC /AR/ | $296,331 | 12,430 | Added |
| 7 | Vestmark Advisory Solutions, Inc. | $246,458 | 10,338 | New |
| 8 | World Investment Advisors | $241,977 | 10,150 | New |
| 9 | Advisory Resource Group | $206,144 | 8,647 | Trimmed |
| 10 | EverSource Wealth Advisors, LLC | $186,481 | 7,822 | Trimmed |
| 11 | Steward Partners Investment Advisory, LLC | $40,528 | 1,700 | Hold |
| 12 | ARVEST INVESTMENTS, INC. | $20,240 | 849 | Hold |
| 13 | MORGAN STANLEY | $19,167 | 804 | Trimmed |
| 14 | CWM, LLC | $11,610 | 487 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 16 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31