Scharf Global OpportunityetfGKATETF
13F holders, Q4 2025 (December 31)9holders +2
2new positions
0sold out
1famous investor
$40.94avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Scharf Global Opportunityetf (GKAT) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Scharf Investments, LLC ($108.9M), Citadel Advisors ($1.7M) and Focus Partners Wealth ($828K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Scharf Global Opportunityetf
- Filed as
- ADVISORS SER TR (Q4 2025)
- CUSIP
- 00770X212
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.8M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 214,385 shares bought and 49,270 shares sold, net +165,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Scharf Investments, LLC | 2.92% | Add +6.9% | 2,659,431 | $108.9M |
| Citadel Advisors | 0.00% | New | 41,965 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -1.7% | 20,216 | $828K |
| Roehl & Yi Investment Advisors, LLC | 0.30% | Reduce -1.2% | 18,513 | $758K |
| Virtu Financial LLC | 0.03% | Reduce -49.9% | 18,002 | $737K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 5,301 | $217K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,750 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,674 | $69K |
| UBS Group AG | 0.00% | Reduce -98.2% | 575 | $24K |
"% of holder's portfolio" is GKAT's weight in each manager's 13F, not the share of Scharf Global Opportunityetf the manager owns.