KAT — Advisors Ser Tr 机构持仓 · 2026年Q2

Name: 谁持有 KAT？41 家机构、4.8 亿美元（2026年Q2）
Creator: ko.io

谁持有 Advisors Ser Tr（KAT）？2026年Q2（报告期截至 2026-06-30）共有 41 家机构在 SEC 13F 申报中报告持有，合计 4.78 亿美元。前几大持有机构：Scharf Investments, LLC（2.39 亿美元）、Focus Partners Wealth（1.26 亿美元）、Morgan Stanley（4,600.00 万美元）。

排名	机构	市值	股数	变动
1	SCHARF INVESTMENTS, LLC	$238.9M	4.4M	减持
2	Focus Partners Wealth	$126.1M	2.3M	减持
3	MORGAN STANLEY	$46.0M	851,022	减持
4	Intellectus Partners, LLC	$11.2M	207,937	减持
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.9M	202,045	增持
6	HighTower Advisors, LLC	$9.6M	176,659	增持
7	Cambridge Investment Research Advisors, Inc.	$8.9M	165,380	减持
8	Roehl & Yi Investment Advisors, LLC	$3.9M	71,856	减持
9	Quantinno Capital Management LP	$3.0M	55,838	减持
10	Corient Private Wealth LLC	$2.8M	52,250	减持
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.8M	52,039	减持
12	Sanctuary Advisors, LLC	$2.7M	49,597	持平
13	RAYMOND JAMES FINANCIAL INC	$2.4M	44,228	减持
14	Ashton Thomas Private Wealth, LLC	$2.0M	36,315	减持
15	MERCER GLOBAL ADVISORS INC /ADV	$970,437	17,951	减持
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$843,034	15,073	减持
17	ASHTON THOMAS SECURITIES, LLC	$783,708	14,497	减持
18	LPL Financial LLC	$779,113	14,412	减持
19	MGO ONE SEVEN LLC	$417,719	7,727	减持
20	Summit Financial, LLC	$403,179	7,458	减持
21	Mariner, LLC	$363,182	6,718	增持
22	JANE STREET GROUP, LLC	$357,931	6,621	减持
23	CITADEL ADVISORS LLC	$352,742	6,525	减持
24	Ridge Creek Global, Inc	$289,113	5,348	持平
25	GREENWOOD CAPITAL ASSOCIATES LLC	$278,139	5,145	新建仓

来源：SEC 13F 申报文件 · 截至 2026-06-30