Summit Trail Advisors »

Advisors Ser Tr shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisors Ser Tr by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $351k 6.5k 53.60

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Morgan Stanley
Intellectus Partners
HighTower Advisors
Cambridge Investment Research Advisors
Quantinno Capital Management
Citadel Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Roehl & Yi Investment Advisors
CI Private Wealth
Jane Street
Sanctuary Advisors
Raymond James Financial
Ashton Thomas Private Wealth

View all funds holding Advisors Ser Tr