GKAT ADVISORS SER TR
FollowSCHARF GLOBAL (fund)
7 managers (7 13F filers) reported a position in GKAT shares at 2026-06-30, 3,095,084 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 3,095,084
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Scharf Investments, LLC | 3,036,088 | $131M | 4.33% | +209,748 | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 19,247 | $831K | <0.01% | -973 | 13F-HRTimelineGroup |
| Roehl & Yi Investment Advisors, LLC | 17,827 | $769K | 0.25% | -116 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 6,004 | $259K | <0.01% | new | 13F-HRTimelineGroup |
| MGO ONE SEVEN LLC | 5,669 | $245K | <0.01% | 0 | 13F-HRTimeline |
| Beacon Pointe Advisors, LLC | 5,301 | $229K | <0.01% | 0 | 13F-HRTimeline |
| Virtu Financial LLCin group Virtu Financial LLC | 4,948 | $214K | 0.01% | new | 13F-HRTimelineGroup |