Institutional Ownership
Advisors Ser Tr
CUSIP 00770X212SCHARF GLOBALGKATQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Scharf Investments, LLC | 2.83M | $115.48M |
| 2 | Focus Partners Wealth | 20.2K | $826.2K |
| 3 | Roehl & Yi Investment Advisors, LLC | 17.9K | $733.1K |
| 4 | Jane Street Group, LLC | 17.5K | $713.4K |
| 5 | Mgo One Seven LLC | 5.7K | $231.6K |
| 6 | Beacon Pointe Advisors, LLC | 5.3K | $216.6K |