Institutional Ownership
Advisors Ser Tr
CUSIP 00770X212SCHARF GLOBALGKATQ1 2026
Institutional Holders
6
13F filers
Shares Held
2.89M
Aggregate institutional
Institutional Value
$118.21M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased1
Sold out4
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Scharf Investments, LLC | 2.83M | $115.48M | +166.9K | Added |
| 2 | Focus Partners Wealth | 20.2K | $826.2K | +4 | Added |
| 3 | Roehl & Yi Investment Advisors, LLC | 17.9K | $733.1K | −570 | Reduced |
| 4 | Jane Street Group, LLC | 17.5K | $713.4K | +17.5K | New |
| 5 | Mgo One Seven LLC | 5.7K | $231.6K | +5.7K | New |
| 6 | Beacon Pointe Advisors, LLC | 5.3K | $216.6K | +5.3K | New |