KAT — Advisors Ser Tr Institutional Holders · Q2 2026

Name: Who Owns KAT? 41 Institutions Hold $478M (Q2 2026)
Creator: ko.io

Who owns Advisors Ser Tr (KAT)? 41 institutions reported holding $477.84M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Scharf Investments, LLC ($238.9M), Focus Partners Wealth ($126.1M), Morgan Stanley ($46.0M).

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