13 institutions reported holding $264.5M of ADVISORS SER TR (KAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SCHARF INVESTMENTS, LLC ($238.9M), Cambridge Investment Research Advisors, Inc. ($17.9M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($2.8M), Ashton Thomas Private Wealth, LLC ($2.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($843,034). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SCHARF INVESTMENTS, LLC | $238.9M | 4.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $17.9M | 330,760 | Added |
| 3 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.8M | 52,039 | Trimmed |
| 4 | Ashton Thomas Private Wealth, LLC | $2.0M | 36,315 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843,034 | 15,073 | Trimmed |
| 6 | ASHTON THOMAS SECURITIES, LLC | $783,708 | 14,497 | Trimmed |
| 7 | MGO ONE SEVEN LLC | $417,719 | 7,727 | Trimmed |
| 8 | GREENWOOD CAPITAL ASSOCIATES LLC | $278,139 | 5,145 | New |
| 9 | Apollon Wealth Management, LLC | $219,375 | 4,058 | Trimmed |
| 10 | Abound Wealth Management | $185,318 | 3,428 | Trimmed |
| 11 | Pinnacle Bancorp, Inc. | $124,122 | 2,296 | Hold |
| 12 | IFP Advisors, Inc | $13,785 | 255 | Hold |
| 13 | ASSETMARK, INC | $8,704 | 161 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30