Institutional Ownership
Advisors Ser Tr
CUSIP 00770X220SCHARF ETFKATQ1 2026
Institutional Holders
41
13F filers
Shares Held
9.37M
Aggregate institutional
Institutional Value
$493.02M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased5
Decreased21
Sold out2
Institutional Holders
41 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Scharf Investments, LLC | 4.56M | $244.35M | −141.8K | Reduced |
| 2 | Focus Partners Wealth | 2.50M | $134.13M | −152.0K | Reduced |
| 3 | Morgan Stanley | 1.05M | $56.27M | −81.0K | Reduced |
| 4 | Intellectus Partners, LLC | 215.5K | $11.55M | −7.2K | Reduced |
| 5 | Hightower Advisors, LLC | 175.9K | $9.43M | −8.1K | Reduced |
| 6 | Quantinno Capital Management LP | 83.1K | $4.45M | +83.1K | New |
| 7 | Citadel Advisors LLC | 78.6K | $4.21M | +16.2K | Added |
| 8 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 75.5K | $4.04M | −43.8K | Reduced |
| 9 | Roehl & Yi Investment Advisors, LLC | 73.5K | $3.94M | −993 | Reduced |
| 10 | Corient Private Wealth LLC | 52.5K | $2.81M | −4.7K | Reduced |
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