13F 机构持仓

KAT ADVISORS SER TR

SCHARF ETF

持有机构数372026Q2
26Q126Q2
机构合计持股(股)9,003,9962026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2379,003,996$4.87亿 14224-$1,962.17万
2026Q1419,372,170$5.02亿 55213-$2,574.56万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$970.94万
Cambridge Investment Research Advisors, Inc.加仓$849.68万
GREENWOOD CAPITAL ASSOCIATES LLC新建仓$27.81万
Mariner, LLC加仓$10.07万
HighTower Advisors, LLC加仓$3.87万

2026Q2 卖出最多

MORGAN STANLEY减仓-$1,075.37万
Focus Partners Wealth减仓-$922.22万
Scharf Investments, LLC减仓-$753.19万
CITADEL ADVISORS LLC减仓-$389.60万
JANE STREET GROUP, LLC减仓-$241.78万
Quantinno Capital Management LP减仓-$147.42万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$126.64万
Intellectus Partners, LLC减仓-$40.91万
Summit Trail Advisors, LLC清仓-$35.08万
Orion Porfolio Solutions, LLC清仓-$21.48万
PNC Financial Services Group, Inc.清仓-$10.72万
Ashton Thomas Private Wealth, LLC减仓-$10.26万
RAYMOND JAMES FINANCIAL INC减仓-$9.10万
Roehl & Yi Investment Advisors, LLC减仓-$8.98万
Summit Financial, LLC减仓-$7.71万
LPL Financial LLC减仓-$6.87万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$5.06万
OSAIC HOLDINGS, INC.减仓-$3.05万
MERCER GLOBAL ADVISORS INC /ADV减仓-$2.76万
Apollon Wealth Management, LLC减仓-$2.41万

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Scharf Investments, LLC4,419,958$2.39亿7.89%-139,324减仓
Focus Partners Wealth2,332,145$1.26亿0.13%-170,592减仓
MORGAN STANLEY851,022$4,600.62万0.00%-198,921减仓
Cambridge Investment Research Advisors, Inc.330,760$1,788.00万0.02%157,181加仓
Intellectus Partners, LLC207,937$1,124.11万1.94%-7,567减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP202,045$1,092.26万0.00%179,604加仓
HighTower Advisors, LLC176,659$955.02万0.01%716加仓
Roehl & Yi Investment Advisors, LLC71,856$388.45万0.14%-1,661减仓
Quantinno Capital Management LP55,838$301.86万0.00%-27,269减仓
Corient Private Wealth LP52,250$282.46万0.00%-271减仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management52,039$281.32万0.04%-23,425减仓
Sanctuary Advisors, LLC49,597$268.12万0.01%0不变
RAYMOND JAMES FINANCIAL INC44,228$239.10万0.00%-1,684减仓
Ashton Thomas Private Wealth, LLC36,315$196.32万0.04%-1,898减仓
MERCER GLOBAL ADVISORS INC /ADV17,951$97.04万0.00%-511减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,073$84.30万0.00%-904减仓
ASHTON THOMAS SECURITIES, LLC14,497$78.37万0.12%-7减仓
LPL Financial LLC14,412$77.91万0.00%-1,270减仓
MGO ONE SEVEN LLC7,727$41.77万0.01%-144减仓
Summit Financial, LLC7,458$40.32万0.00%-1,426减仓
Mariner, LLC6,718$36.32万0.00%1,862加仓
JANE STREET GROUP, LLC6,621$35.79万0.00%-44,725减仓
CITADEL ADVISORS LLC6,525$35.27万0.00%-72,068减仓
Ridge Creek Global, Inc5,348$28.91万0.22%0不变
GREENWOOD CAPITAL ASSOCIATES LLC5,145$27.81万0.03%5,145新建仓
Apollon Wealth Management, LLC4,058$21.94万0.00%-445减仓
Abound Wealth Management3,428$18.53万0.04%-184减仓
Pinnacle Bancorp, Inc.2,296$12.41万0.03%0不变
FIFTH THIRD BANCORP1,310$7.08万0.00%0不变
US BANCORP \DE\1,269$6.86万0.00%0不变
Clearstead Advisors, LLC583$3.15万0.00%0不变
IFP Advisors, Inc255$1.38万0.00%0不变
Allworth Financial LP210$1.14万0.00%0不变
JPMORGAN CHASE & CO201$1.09万0.00%0不变
ASSETMARK, INC161$8,7040.00%0不变
OSAIC HOLDINGS, INC.67$3,6320.00%-563减仓
UBS Group AG34$1,8380.00%-122减仓

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