Who Owns ADVISORS SER TR (KAT)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $477.8M of ADVISORS SER TR (KAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SCHARF INVESTMENTS, LLC ($238.9M), Focus Partners Wealth ($126.1M), MORGAN STANLEY ($46.0M), Intellectus Partners, LLC ($11.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($10.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SCHARF INVESTMENTS, LLC | $238.9M | 4.4M | Trimmed |
| 2 | Focus Partners Wealth | $126.1M | 2.3M | Trimmed |
| 3 | MORGAN STANLEY | $46.0M | 851,022 | Trimmed |
| 4 | Intellectus Partners, LLC | $11.2M | 207,937 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.9M | 202,045 | Added |
| 6 | HighTower Advisors, LLC | $9.6M | 176,659 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $8.9M | 165,380 | Trimmed |
| 8 | Roehl & Yi Investment Advisors, LLC | $3.9M | 71,856 | Trimmed |
| 9 | Quantinno Capital Management LP | $3.0M | 55,838 | Trimmed |
| 10 | Corient Private Wealth LLC | $2.8M | 52,250 | Trimmed |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.8M | 52,039 | Trimmed |
| 12 | Sanctuary Advisors, LLC | $2.7M | 49,597 | Hold |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.4M | 44,228 | Trimmed |
| 14 | Ashton Thomas Private Wealth, LLC | $2.0M | 36,315 | Trimmed |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $970,437 | 17,951 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843,034 | 15,073 | Trimmed |
| 17 | ASHTON THOMAS SECURITIES, LLC | $783,708 | 14,497 | Trimmed |
| 18 | LPL Financial LLC | $779,113 | 14,412 | Trimmed |
| 19 | MGO ONE SEVEN LLC | $417,719 | 7,727 | Trimmed |
| 20 | Summit Financial, LLC | $403,179 | 7,458 | Trimmed |
| 21 | Mariner, LLC | $363,182 | 6,718 | Added |
| 22 | JANE STREET GROUP, LLC | $357,931 | 6,621 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $352,742 | 6,525 | Trimmed |
| 24 | Ridge Creek Global, Inc | $289,113 | 5,348 | Hold |
| 25 | GREENWOOD CAPITAL ASSOCIATES LLC | $278,139 | 5,145 | New |
Source: SEC Form 13F filings · as of 2026-06-30