CUSIP 00770X220SCHARF ETFKATQ4 2025
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.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Scharf Investments, LLC | 4.70M | $258.56M |
| 2 | Focus Partners Wealth | 2.65M | $146.01M |
| 3 | Morgan Stanley | 1.13M | $62.20M |
| 4 | Intellectus Partners, LLC | 222.7K | $12.25M |
| 5 | Hightower Advisors, LLC | 184.0K | $10.12M |
| 6 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 119.3K | $6.56M |
| 7 | Roehl & Yi Investment Advisors, LLC | 74.5K | $4.10M |
| 8 | Citadel Advisors LLC | 62.3K | $3.43M |
| 9 |
| Corient Private Wealth LLC |
| 57.2K |
| $3.14M |
| 10 | Mariner, LLC | 54.7K | $3.01M |