GKAT ADVISORS SER TR
FollowSCHARF GLOBAL (fund)
9 managers (9 13F filers) reported a position in GKAT shares at 2025-12-31, 2,767,427 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 1
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 2,767,427
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 2,659,431 | $109M | 2.92% | +170,670 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 41,965 | $1.72M | <0.01% | new | 13F-HRTimelineGroup |
| Focus Partners Wealthin group Focus Partners Wealth | 20,216 | $828K | <0.01% | -342 | 13F-HRTimelineGroup |
| Roehl & Yi Investment Advisors, LLC | 18,513 | $758K | 0.3% | -229 | 13F-HRTimeline |
| Virtu Financial LLCin group Virtu Financial LLC | 18,002 | $737K | 0.03% | -17,923 | 13F-HRTimelineGroup |
| Litman Gregory Wealth Management LLC | 5,301 | $217K | 0.02% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,750 | $71.6K | <0.01% | new | 13F-HRTimeline |
| CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc. | 1,674 | $68.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 575 | $23.5K | <0.01% | -30,776 | 13F-HRTimelineGroup |