GKAT ADVISORS SER TR
FollowSCHARF GLOBAL (fund)
7 managers (7 13F filers) reported a position in GKAT shares at 2025-09-30, 2,602,312 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 2,602,312
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 2,488,761 | $99.3M | 2.5% | new | 13F-HRTimeline |
| Virtu Financial LLCin group Virtu Financial LLC | 35,925 | $1.43M | 0.08% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 31,351 | $1.25M | <0.01% | new | 13F-HRTimelineGroup |
| Focus Partners Wealthin group Focus Partners Wealth | 20,558 | $820K | <0.01% | new | 13F-HRTimelineGroup |
| Roehl & Yi Investment Advisors, LLC | 18,742 | $747K | 0.33% | new | 13F-HRTimeline |
| Litman Gregory Wealth Management LLC | 5,301 | $211K | 0.02% | new | 13F-HRTimeline |
| CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc. | 1,674 | $66.8K | <0.01% | new | 13F-HRTimelineGroup |