VIRTUS ETF TR II KAR MID-CAP ETF is a security (CUSIP 92790A868) tracked across SEC portfolio filings. 14 institutional managers reported $36.4M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Allegheny Financial Group | Pittsburgh, PA | $18.2M | 726,233 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | LOS ANGELES, CA | $7.2M | 300,645 |
| Keystone Financial Services, LLC | OMAHA, NE | $5.0M | 198,858 |
| New Insight Wealth Advisors | SAN RAMON, CA | $4.4M | 175,559 |
| LPL Financial LLC | FORT MILL, SC | $383K | 16,071 |
| STEPHENS INC /AR/ | LITTLE ROCK, AR | $333K | 13,255 |
| Vestmark Advisory Solutions, Inc. | Jersey City, NJ | $246K | 10,338 |
| Pensionmark Financial Group, LLC | SANTA BARBARA, CA | $242K | 10,150 |
| Advisory Resource Group | TULSA, OK | $217K | 8,655 |
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $180K | 7,167 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $41K | 1,700 |
| MORGAN STANLEY | NEW YORK, NY | $19K | 804 |
| CWM, LLC | OMAHA, NE | $12K | 487 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |