KAT ADVISORS SER TR: institutional ownership and insider trading

39 funds reported holding $478M of ADVISORS SER TR in their latest 13F filings; in Q2 2026 funds net sold $28.6M, with 1 new positions and 4 funds selling out.

Famous investors holding KAT

Largest institutional holders of KAT

  1. SCHARF INVESTMENTS, LLC — $239M
  2. Focus Partners Wealth — $126M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $46.0M
  4. Intellectus Partners, LLC — $11.2M
  5. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $10.9M
  6. HighTower Advisors, LLC — $9.55M
  7. Cambridge Investment Research Advisors, Inc. — $8.94M
  8. Roehl & Yi Investment Advisors, LLC — $3.88M
  9. Quantinno Capital Management LP — $3.02M
  10. Corient Private Wealth LP — $2.82M

All KAT 13F holders