Cambridge Investment Research Advisors
KMID

Cambridge Investment Research Advisors’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Cambridge Investment Research Advisors’s Portfolio KMID Stock Details KMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,274
Closed -$525K – 3995
2025
Q3 		$525K Sell
21,274
-1,717
-7% -$42.7K ﹤0.01% 2635
2025
Q2 		$576K Sell
22,991
-930
-4% -$22.4K ﹤0.01% 2411
2025
Q1 		$567K Sell
23,921
-2,864
-11% -$69.9K ﹤0.01% 2310
2024
Q4 		$651K Buy
+26,785
New +$676K ﹤0.01% 2214

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's KMID Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Virtus KAR Mid-Cap ETF (KMID) in Q4 2025, closing a stake of 21,274 shares — an estimated $525K sold.

Cambridge Investment Research Advisors first reported a position in KMID in Q4 2024 and held it in 4 quarters. The position peaked at $651K in Q4 2024. 13 funds tracked by Wall St. Rank hold KMID as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Virtus KAR Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 21,274 Virtus KAR Mid-Cap ETF shares in Q4 2025, an estimated $525K.
  • Cambridge Investment Research Advisors first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Virtus KAR Mid-Cap ETF position peaked at $651K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.