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 🔒

2026Q1 买入最多

Quantinno Capital Management LP新建仓$445.41万
JANE STREET GROUP, LLC加仓$118.80万
CITADEL ADVISORS LLC加仓$87.09万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC新建仓$86.37万
Summit Trail Advisors, LLC新建仓$35.08万
FIFTH THIRD BANCORP新建仓$7.02万
ASHTON THOMAS SECURITIES, LLC加仓$4.73万
LPL Financial LLC加仓$4.67万
IFP Advisors, Inc新建仓$1.37万
OSAIC HOLDINGS, INC.加仓$268

2026Q1 卖出最多

Focus Partners Wealth减仓-$814.78万
Scharf Investments, LLC减仓-$759.81万
MORGAN STANLEY减仓-$433.97万
Corient Private Wealth LP减仓-$331.33万
Mariner, LLC减仓-$267.23万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$234.69万
Sanctuary Advisors, LLC重新持有-$191.44万
WELLS FARGO & COMPANY/MN清仓-$74.07万
Cambridge Investment Research Advisors, Inc.减仓-$73.87万
HighTower Advisors, LLC减仓-$43.28万
Intellectus Partners, LLC减仓-$38.67万
Thrivent Financial for Lutherans清仓-$38.40万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$14.63万
RAYMOND JAMES FINANCIAL INC减仓-$11.62万
PNC Financial Services Group, Inc.减仓-$8.29万
MGO ONE SEVEN LLC减仓-$7.65万
Summit Financial, LLC减仓-$5.72万
Roehl & Yi Investment Advisors, LLC减仓-$5.32万
Ashton Thomas Private Wealth, LLC减仓-$4.80万
Orion Porfolio Solutions, LLC减仓-$1.95万

2026Q1 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, LLC4,559,282$2.44亿7.53%-141,768减仓
Focus Partners Wealth2,502,737$1.34亿0.15%-152,026减仓
MORGAN STANLEY1,049,943$5,627.17万0.00%-80,973减仓
Intellectus Partners, LLC215,504$1,154.99万2.36%-7,215减仓
HighTower Advisors, LLC175,943$942.97万0.01%-8,076减仓
Cambridge Investment Research Advisors, Inc.173,579$930.30万0.02%-13,783减仓
Quantinno Capital Management LP83,107$445.41万0.01%83,107新建仓
CITADEL ADVISORS LLC78,593$421.22万0.00%16,249加仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management75,464$404.45万0.07%-43,790减仓
Roehl & Yi Investment Advisors, LLC73,517$394.01万0.52%-993减仓
Corient Private Wealth LP52,521$281.49万0.00%-61,821减仓
JANE STREET GROUP, LLC51,346$275.19万0.00%22,167加仓
Sanctuary Advisors, LLC49,597$265.82万0.01%-35,719重新持有
RAYMOND JAMES FINANCIAL INC45,912$246.07万0.00%-2,169减仓
Ashton Thomas Private Wealth, LLC38,213$204.80万0.05%-895减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP22,441$120.27万0.00%-2,729减仓
MERCER GLOBAL ADVISORS INC /ADV18,462$98.95万0.00%-98减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,977$86.37万0.00%15,977新建仓
LPL Financial LLC15,682$84.05万0.00%871加仓
ASHTON THOMAS SECURITIES, LLC14,504$77.73万0.10%882加仓
Summit Financial, LLC8,884$47.61万0.01%-1,068减仓
MGO ONE SEVEN LLC7,871$42.19万0.01%-1,427减仓
Summit Trail Advisors, LLC6,545$35.08万0.01%6,545新建仓
Ridge Creek Global, Inc5,348$28.66万0.24%0不变
EXENCIAL WEALTH ADVISORS, LLC5,145$27.57万0.01%0不变
Mariner, LLC4,856$26.03万0.00%-49,861减仓
Apollon Wealth Management, LLC4,503$24.13万0.00%0不变
Orion Porfolio Solutions, LLC4,008$21.48万0.00%-363减仓
Abound Wealth Management3,612$19.36万0.04%-149减仓
Pinnacle Bancorp, Inc.2,296$12.31万0.04%0不变
PNC Financial Services Group, Inc.2,000$10.72万0.00%-1,546减仓
FIFTH THIRD BANCORP1,310$7.02万0.00%1,310新建仓
US BANCORP \DE\1,269$6.80万0.00%0不变
OSAIC HOLDINGS, INC.630$3.38万0.00%5加仓
Clearstead Advisors, LLC583$3.12万0.00%0不变
IFP Advisors, Inc255$1.37万0.00%255新建仓
Allworth Financial LP210$1.13万0.00%0不变
JPMORGAN CHASE & CO201$1.06万0.00%0不变
ASSETMARK, INC161$8,6290.00%0不变
UBS Group AG156$8,3610.00%-172减仓
FMR LLC3$1610.00%-231减仓

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