LPL Financial
KMID

LPL Financial’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

LPL Financial’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
2026
Q1 		$383K Buy
+16,071
New +$402K ﹤0.01% 5006

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial's KMID Position: Q1 2026 in Review

LPL Financial opened a new position in Virtus KAR Mid-Cap ETF (KMID) in Q1 2026: 16,071 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #5006 among its holdings.

14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • LPL Financial held 16,071 shares of Virtus KAR Mid-Cap ETF worth $383K as of Q1 2026.
  • Virtus KAR Mid-Cap ETF was a new LPL Financial position in Q1 2026.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5006 holding.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.