SI
KMID

Stephens Inc’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Stephens Inc’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 		$333K Buy
13,255
+825
+7% +$20.5K ﹤0.01% 1034
2026
Q1 		$296K Buy
12,430
+3,795
+44% +$94.9K ﹤0.01% 1043
2025
Q4 		$211K Buy
+8,635
New +$210K ﹤0.01% 1187

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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
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

Stephens Inc's KMID Position: Q2 2026 in Review

Stephens Inc increased its Virtus KAR Mid-Cap ETF (KMID) stake by 6.6% in Q2 2026, buying an estimated $20.5K and bringing the position to 13,255 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Stephens Inc first reported a position in KMID in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold KMID as of Q2 2026.

  • Stephens Inc held 13,255 shares of Virtus KAR Mid-Cap ETF worth $333K as of Q2 2026.
  • Stephens Inc bought 825 Virtus KAR Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1034 holding.
  • Stephens Inc first reported a position in Virtus KAR Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.