Citadel Advisors
KMID

Citadel Advisors’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Citadel 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
-20,415
Closed -$504K – 14452
2025
Q3 		$504K Buy
+20,415
New +$508K ﹤0.01% 9118
2025
Q1 		– Sell
-13,856
Closed -$337K – 15849
2024
Q4 		$337K Buy
+13,856
New +$350K ﹤0.01% 9417

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 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 $279M AUM 19.05% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 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 $3.28B AUM 23.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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