Institutional Ownership
Advisors Ser Tr
CUSIP 00770X220SCHARF ETFKATQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
41
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 | 4.56M | $244.35M |
| 2 | Focus Partners Wealth | 2.50M | $134.13M |
| 3 | Morgan Stanley | 1.05M | $56.27M |
| 4 | Intellectus Partners, LLC | 215.5K | $11.55M |
| 5 | Hightower Advisors, LLC | 175.9K | $9.43M |
| 6 | Quantinno Capital Management LP | 83.1K | $4.45M |
| 7 | Citadel Advisors LLC | 78.6K | $4.21M |
| 8 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 75.5K | $4.04M |
| 9 | Roehl & Yi Investment Advisors, LLC | 73.5K | $3.94M |
| 10 | Corient Private Wealth LLC | 52.5K | $2.81M |