Who Owns ADVISORS SER TR (KAT)?Hedge Fund & Institutional Holders
$54.75-0.32 (-0.57%)NASDAQ
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$2.58561000146e+146T
% of Float Held
—
QoQ Change in Holders
+12 / -0
Price History
KAT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Focus Partners Wealth | Increased | +537K | +$26.8B |
| CITADEL ADVISORS LLC | New Position | +62K | +$3.0B |
| Ashton Thomas Private Wealth, LLC | New Position | +39K | +$2.1B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +22K | +$796.0M |
| ASHTON THOMAS SECURITIES, LLC | New Position | +14K | +$749.0M |
| Pinnacle Bancorp, Inc. | New Position | +2K | +$126.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New Position | +119K | +$6.6M |
| Roehl & Yi Investment Advisors, LLC | New Position | +75K | +$4.1M |
| MGO ONE SEVEN LLC | New Position | +9K | +$511K |
| Ridge Creek Global, Inc | New Position | +5K | +$294K |
| EXENCIAL WEALTH ADVISORS, LLC | New Position | +5K | +$282K |
| Apollon Wealth Management, LLC | New Position | +5K | +$247K |
| Corient Private Wealth LLC | Increased | +4K | +$158K |
| TUCKER ASSET MANAGEMENT LLC | New Position | +22 | +$1K |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +7K | +$0 |
KAT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SCHARF INVESTMENTS, LLC | Decreased | -397K | -$28.3B |
| JANE STREET GROUP, LLC | Decreased | -63K | -$5.2B |
| UBS Group AG | Decreased | -61K | -$3.5B |
| Orion Porfolio Solutions, LLC | Decreased | -4 | -$246.2M |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -1K | -$106.7M |
| Abound Wealth Management | Decreased | -150 | -$14.1M |
| MORGAN STANLEY | Decreased | -118K | -$8.3M |
| ASSETMARK, INC | Decreased | -85 | -$5.8M |
| COMERICA BANK | Decreased | -3 | -$2.8M |
| Intellectus Partners, LLC | Decreased | -19K | -$1.6M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -8K | -$989K |
| Summit Financial, LLC | Decreased | -1K | -$638K |
Top Institutional Holders(Q4 2025)
KAT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 39 | $415.1B | +13 |
| Q3 2025 | 26 | $430.9B | +21 |
| Q1 2025 | 5 | $329.5M | +1 |
| Q4 2024 | 4 | $312.8M | +0 |
| Q3 2024 | 4 | $11.2M | +2 |
| Q2 2024 | 2 | $306.3M | -2 |
| Q1 2024 | 4 | $308.5B | +0 |
| Q4 2023 | 4 | $270.9B | — |
As of Q4 2025, 40 institutional investors hold KAT (ADVISORS SER TR). The largest holder is SCHARF INVESTMENTS, LLC with $258.6B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own KAT?
As of Q4 2025, 40 institutional investors report holding KAT (ADVISORS SER TR) in their 13F filings.
Who is the largest institutional holder of KAT?
The largest institutional holder of KAT is SCHARF INVESTMENTS, LLC with $258.6B in shares.
Is institutional ownership of KAT increasing or decreasing?
This quarter, 12 institutions opened new positions in KAT and 0 closed their positions.