Who owns ADVISORS SER TR?
- Ticker: KAT
- CUSIP Number: 00770x220
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Analyze quarterly positions in Advisors Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Advisors Ser Tr stock
Who bought or sold ADVISORS SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Scharf Investments | 4.6M | $244M | -3% | Mar 2026 |
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| Colony | 2.7M | $146M | 25% | Dec 2025 |
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| Morgan Stanley | 1.0M | $56M | -7% | Mar 2026 |
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| Intellectus Partners | 216k | $12M | -3% | Mar 2026 |
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| HighTower Advisors | 176k | $9.4M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 174k | $9.3M | -7% | Mar 2026 |
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| Quantinno Capital Management | 83k | $4.5M | 100% | Mar 2026 |
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| Citadel Advisors | 79k | $4.2M | 26% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 76k | $4.0M | -37% | Mar 2026 |
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| Roehl & Yi Investment Advisors | 74k | $3.9M | -2% | Mar 2026 |
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| CI Private Wealth | 53k | $2.8M | -8% | Mar 2026 |
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| Jane Street | 51k | $2.8M | 76% | Mar 2026 |
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| Sanctuary Advisors | 50k | $2.7M | 100% | Mar 2026 |
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| Raymond James Financial | 48k | $2.6M | 9% | Dec 2025 |
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| Ashton Thomas Private Wealth | 38k | $2.0M | -2% | Mar 2026 |
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| Susquehanna International | 25k | $1.4M | 594% | Dec 2025 |
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| Mercer Global Advisors | 19k | $990k | -1% | Mar 2026 |
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| LPL Financial | 16k | $841k | 6% | Mar 2026 |
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| Ashton Thomas Securities | 15k | $777k | 6% | Mar 2026 |
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| We Are One Seven | 9.3k | $511k | -12% | Dec 2025 |
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| Summit Financial | 8.9k | $476k | -11% | Mar 2026 |
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| Summit Trail Advisors | 6.5k | $351k | 100% | Mar 2026 |
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| Ridge Creek Global | 5.3k | $287k | 100% | Mar 2026 |
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| Burns Wealth Management | 5.1k | $276k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 4.9k | $260k | -91% | Mar 2026 |
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| Apollon Wealth Management | 4.5k | $241k | 0% | Mar 2026 |
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| CLS Investments | 4.0k | $215k | -8% | Mar 2026 |
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| Abound Wealth Management | 3.6k | $194k | -4% | Mar 2026 |
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| Pinnacle Bank | 2.3k | $123k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.0k | $107k | -44% | Mar 2026 |
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| Brian McDonald | 1.3k | $73k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 1.3k | $70k | 100% | Mar 2026 |
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| Us Bancorp | 1.3k | $70k | 0% | Dec 2025 |
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| Advisor Group Holdings | 625.00 | $34k | 0% | Dec 2025 |
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| Hartland & Co | 583.00 | $31k | 0% | Mar 2026 |
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| IFP Advisors | 255.00 | $14k | 100% | Mar 2026 |
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| FMR | 234.00 | $13k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 210.00 | $12k | 0% | Dec 2025 |
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| Assetmark | 161.00 | $8.6k | 0% | Mar 2026 |
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| UBS Group | 156.00 | $8.4k | -52% | Mar 2026 |
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| Tucker Asset Management | 22.00 | $1.2k | 100% | Dec 2025 |
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Who sold out of Advisors Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wells Fargo & Company | Dec 2025 | 14k | $741k |
| Thrivent Financial for Lutherans | Dec 2025 | 7.0k | $384k |
| Jpmorgan Chase & Co | Sep 2025 | 201.00 | $11k |