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
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 28.72% 1-Year Est. Return

Osaic Holdings's KMID Position: Q1 2026 in Review

Osaic Holdings sold out of Virtus KAR Mid-Cap ETF (KMID) in Q1 2026, closing a stake of 1,300 shares — an estimated $31.7K sold.

Osaic Holdings first reported a position in KMID in Q4 2024 and held it in 5 quarters. The position peaked at $140K in Q1 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • Osaic Holdings reported no remaining Virtus KAR Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 1,300 Virtus KAR Mid-Cap ETF shares in Q1 2026, an estimated $31.7K.
  • Osaic Holdings first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Osaic Holdings's Virtus KAR Mid-Cap ETF position peaked at $140K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.