Who Owns KAT?
ADVISORS SER TR — Institutional Ownership & 13F Holdings
$55.58
-0.05 (-0.09%)
Market Cap
—
Shares Outstanding
12,037,051
Institutional Holders
5
Total Inst. Value
$329K
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | PFG Investments, LLC | $273K | 17,771 |
| 2 | ROYAL BANK OF CANADA | $46K | 3,003 |
| 3 | UBS Group AG | $11K | 713 |
| 4 | McClarren Financial Advisors, Inc.New | $0 | 15 |
| 5 | MORGAN STANLEYNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PFG Investments, LLC | +3K | $273K |
| ROYAL BANK OF CANADA | +1K | $46K |
| McClarren Financial Advisors, Inc.New | +15 | $0 |
| MORGAN STANLEYNew | +1 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -1K | $11K |
Frequently Asked Questions
How many institutional investors hold KAT?
As of Q1 2025, 5 institutional investors report holding KAT (ADVISORS SER TR) in their 13F filings.
Which hedge fund owns the most KAT?
The largest institutional holder of KAT is PFG Investments, LLC with $273K in shares.
Are institutions buying or selling KAT?
This quarter, 2 institutions opened new positions in KAT and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.