Virtus KAR Mid-Cap ETF (KMID)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.75x

39th percentile

6 buying8 selling

+3

New

-2

Closed

+168K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 100.5%

Allegheny Financial Group43.9%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT21.3%

New Insight Wealth Advisors17.0%

Keystone Financial Services,13.5%

LPL Financial1.1%

Others (8)3.0%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.72%Max: 3.07%High conviction (>1%): 3

Allegheny Financial Group

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT

New Insight Wealth Advisors

Keystone Financial Services,

LPL Financial

STEPHENS

Vestmark Advisory Solutions,

World Investment Advisors

Advisory Resource Group

EverSource Wealth Advisors,

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.75x

39th percentile

6 buying8 selling

+3

New

-2

Closed

+168K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 100.5%

Allegheny Financial Group43.9%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT21.3%

New Insight Wealth Advisors17.0%

Keystone Financial Services,13.5%

LPL Financial1.1%

Others (8)3.0%

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.75x

39th percentile

6 buying8 selling

+3

New

-2

Closed

+168K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 100.5%

Allegheny Financial Group43.9%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT21.3%

New Insight Wealth Advisors17.0%

Keystone Financial Services,13.5%

LPL Financial1.1%

Others (8)3.0%

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position