ADVISORS SER TR - SCHARF ETF (KAT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / SCHARF ETF
Symbol
KAT
Price per share
$55.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,565,234
Total reported value
$538,260,948
% of total 13F portfolios
0%
Share change
+9,565,234
Value change
+$538,261,016
Number of holders
33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 33 institutional investors reported holding 9,565,234 shares of ADVISORS SER TR - SCHARF ETF (KAT).

Institutional Holders of ADVISORS SER TR - SCHARF ETF (KAT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,761 $206,859 -$8,250 $55.00 1
2025 Q3 9,565,234 $538,260,948 +$538,261,016 $56.27 33