Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SCHARF ETF
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
9,479,918
-
Shares change
-
+9,479,918
-
Total reported value, excl. options
-
$533,459,995
-
Value change
-
+$533,459,995
-
Number of buys
-
32
-
Price
-
$56.27
Significant Holders of ADVISORS SER TR - SCHARF ETF (KAT) as of Q3 2025
32 filings reported holding KAT - ADVISORS SER TR - SCHARF ETF as of Q3 2025.
ADVISORS SER TR - SCHARF ETF (KAT) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,479,918 shares
.
Largest 10 shareholders include SCHARF INVESTMENTS, LLC (5,097,717 shares), Focus Partners Wealth (2,118,196 shares), MORGAN STANLEY (1,248,984 shares), Intellectus Partners, LLC (241,255 shares), Cambridge Investment Research Advisors, Inc. (195,274 shares), HighTower Advisors, LLC (183,012 shares), JANE STREET GROUP, LLC (92,225 shares), UBS Group AG (61,667 shares), Corient Private Wealth LLC (53,064 shares), and RAYMOND JAMES FINANCIAL INC (43,988 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.