13FBOX
VIRTUS ETF TR II · 13F Institutional Holdings
Options Calculator Rankings
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VIRTUS ETF TR II

KMID
Institutions
16
Combined AUM (Q2 2026)
$41.3M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+350,343
11 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-126,146
5 · 2 Exit · ≈
⚖️ Net
+224,197
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$41.3M
Institutions
16
New Buys
5
Adds
6
Reduces
3
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Allegheny Financial Group
1.93%1.99%#2$18.2M726,233$14.8M620,374+105,859+17.06%Add
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.02%0.02%#5$6.1M241,418$7.2M300,645-59,227-19.70%Reduce
LPL Financial LLC
<0.01%<0.01%#10$5.3M210,831$383,13316,071+194,760+1,211.87%Add
Keystone Financial Services, LLC
3%3.07%#1$5.0M198,858$4.6M191,202+7,656+4.00%Add
New Insight Wealth Advisors
1.3%2.06%#3$4.4M175,559$5.7M240,487-64,928-27.00%Reduce
CITADEL ADVISORS LLC
<0.01%#12$495,09319,736$00+19,736New Buy
Vestmark Advisory Solutions, Inc.
<0.01%<0.01%#7$487,84419,447$246,45810,338+9,109+88.11%Add
STEPHENS INC /AR/
<0.01%<0.01%#9$332,51213,255$296,33112,430+825+6.64%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#14$246,1179,811$00+9,811New Buy
World Investment Advisors
<0.01%<0.01%#8$241,97710,150$241,97710,15000.00%Unchanged
Advisory Resource Group
0.03%0.04%#4$217,1188,655$206,1448,647+8+0.09%Add
EverSource Wealth Advisors, LLC
0.01%0.01%#6$179,7787,167$186,4817,822-655-8.37%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#11$42,6461,700$40,5281,70000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#13$30,1461,200$00+1,200New Buy
UBS Group AG
<0.01%#15$19,718786$00+786New Buy
JPMORGAN CHASE & CO
<0.01%#16$14,706593$00+593New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow