KAT

ADVISORS SER TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

ADVISORS SER TR (KAT) is held by 44 institutional investors with combined holdings of $745M. Major holders include SCHARF INVESTMENTS, LLC, Focus Partners Wealth, LOGAN CAPITAL MANAGEMENT .

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Institutional Holders

Total Value

$745.5M

Ownership %

—

🏦 Top Institutional Holders

SCHARF INVESTMENTS, LLC

7.4M shares

$367.4M

Focus Partners Wealth

2.7M shares

$146.8M

LOGAN CAPITAL MANAGEMENT INC

1.0M shares

$65.5M

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

1.1M shares

$62.2M

TOWNSQUARE CAPITAL LLC

324.9K shares

$20.4M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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