CL
KMID

CLG LLC’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

CLG LLC’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
Q3 		– Sell
-66,093
Closed -$1.66M – 139
2025
Q2 		$1.66M Buy
+66,093
New +$1.59M 0.52% 39

Other funds holding KMID

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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return