KAT institutional holders

ADVISORS SER TR · 13F, 2026Q2

Managers holding37
Shares held9,003,996
Reported value$486.8m
Quarter flows1 new, 4 added, 22 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Scharf Investments, LLC4,419,958$238.9m7.9%
Focus Partners Wealth2,332,145$126.1m0.1%
MORGAN STANLEY851,022$46.0m0.0%
Cambridge Investment Research Advisors, Inc.330,760$17.9m0.0%
Intellectus Partners, LLC207,937$11.2m1.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP202,045$10.9m0.0%
HighTower Advisors, LLC176,659$9.6m0.0%
Roehl & Yi Investment Advisors, LLC71,856$3.9m0.1%
Quantinno Capital Management LP55,838$3.0m0.0%
Corient Private Wealth LP52,250$2.8m0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management52,039$2.8m0.0%
Sanctuary Advisors, LLC49,597$2.7m0.0%
RAYMOND JAMES FINANCIAL INC44,228$2.4m0.0%
Ashton Thomas Private Wealth, LLC36,315$2.0m0.0%
MERCER GLOBAL ADVISORS INC /ADV17,951$970,4370.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,073$843,0340.0%
ASHTON THOMAS SECURITIES, LLC14,497$783,7080.1%
LPL Financial LLC14,412$779,1130.0%
MGO ONE SEVEN LLC7,727$417,7190.0%
Summit Financial, LLC7,458$403,1790.0%
Mariner, LLC6,718$363,1820.0%
JANE STREET GROUP, LLC6,621$357,9310.0%
CITADEL ADVISORS LLC6,525$352,7420.0%
Ridge Creek Global, Inc5,348$289,1130.2%
GREENWOOD CAPITAL ASSOCIATES LLC5,145$278,1390.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("KAT"). KAT price history · All 13F data

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