Osaic Holdings
KMID

Osaic Holdings’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Osaic Holdings’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
Q2 		$30.1K Buy
+1,200
New +$29.8K ﹤0.01% 5845
2026
Q1 		– Sell
-1,300
Closed -$31.7K – 8118
2025
Q4 		$31.7K Sell
1,300
-1,650
-56% -$40.2K ﹤0.01% 5547
2025
Q3 		$72.4K Hold
2,950
– – ﹤0.01% 5049
2025
Q2 		$74K Sell
2,950
-2,951
-50% -$71K ﹤0.01% 4748
2025
Q1 		$140K Buy
5,901
+3,800
+181% +$92.7K ﹤0.01% 3926
2024
Q4 		$51.1K Buy
+2,101
New +$53K ﹤0.01% 4686

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 $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Osaic Holdings's KMID Position: Q2 2026 in Review

Osaic Holdings opened a new position in Virtus KAR Mid-Cap ETF (KMID) in Q2 2026: 1,200 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #5845 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in KMID as recently as Q4 2025.

Osaic Holdings first reported a position in KMID in Q4 2024 and has held it in 6 quarters since. The position peaked at $140K in Q1 2025. 16 funds tracked by Wall St. Rank hold KMID as of Q2 2026.

  • Osaic Holdings held 1,200 shares of Virtus KAR Mid-Cap ETF worth $30.1K as of Q2 2026.
  • Virtus KAR Mid-Cap ETF was a new Osaic Holdings position in Q2 2026.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5845 holding.
  • Osaic Holdings first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's Virtus KAR Mid-Cap ETF position peaked at $140K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.