GKAT — Advisors Ser Tr Institutional Holders · Q2 2026
Who owns Advisors Ser Tr (GKAT)? 8 institutions reported holding $133.60M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Scharf Investments, LLC ($131.1M), Focus Partners Wealth ($830,784), Roehl & Yi Investment Advisors, LLC ($769,479).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SCHARF INVESTMENTS, LLC | $131.1M | 3.0M | Added |
| 2 | Focus Partners Wealth | $830,784 | 19,247 | Trimmed |
| 3 | Roehl & Yi Investment Advisors, LLC | $769,479 | 17,827 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $259,157 | 6,004 | New |
| 5 | MGO ONE SEVEN LLC | $244,697 | 5,669 | Hold |
| 6 | Beacon Pointe Advisors, LLC | $228,813 | 5,301 | Hold |
| 7 | Virtu Financial LLC | $214,000 | 4,948 | New |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30