ADVISORS SER TR (KAT) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Focus Partners Wealth as of Q2 2026.

Are institutions buying or selling KAT?

In Q2 2026, 3 institutions opened or increased positions in ADVISORS SER TR while 15 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on KAT?

HoldingsIntel scores ADVISORS SER TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for KAT. In Q2 2026, the institutional leg showed net outflows: 3 buying versus 15 selling.

How many hedge funds hold KAT?

21 institutional investors report holding ADVISORS SER TR (KAT) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into KAT?

As of Q2 2026, tracked institutions in ADVISORS SER TR show 3 buyers versus 15 sellers — net outflows.

ADVISORS SER TR

KAT·00770X220·US·ETF

Holders

(3 Elite)

$207.3M

Total Value

17% (18)

Consensus

3 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for KAT.

Checking access…

	Action
FWFocus Partners Wealth	Decreased	2.3M(-6.8%)	$126.1M	0.1%	+3.71%	0
MORGAN STANLEY	Decreased	851,022(-18.9%)	$46M	0.0%	+3.55%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	202,045(+800.3%)	$10.9M	0.0%	+6.87%	45
HighTower Advisors, LLC	Increased	176,659(+0.4%)	$9.6M	0.0%	+3.57%	28
Quantinno Capital Management LP	Decreased	55,838(-32.8%)	$3M	0.0%	+1.36%	0
Corient Private Wealth LP	Decreased	52,250(-0.5%)	$2.8M	0.0%	+3.99%	0
Sanctuary Advisors, LLC	Unchanged	49,597	$2.7M	0.0%	+1.36%	0
RAYMOND JAMES FINANCIAL INC	Decreased	44,228(-3.7%)	$2.4M	0.0%	+3.62%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	17,951(-2.8%)	$970,437	0.0%	+3.55%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	15,073(-5.7%)	$843,034	0.0%	+1.36%	0
LPL Financial LLC	Decreased	14,412(-8.1%)	$779,113	0.0%	+3.46%	0
Mariner, LLC	Increased	6,718(+38.3%)	$363,182	0.0%	+5.09%	31
JANE STREET GROUP, LLC	Decreased	6,621(-87.1%)	$357,931	0.0%	+2.59%	0
CITADEL ADVISORS LLC	Decreased	6,525(-91.7%)	$352,742	0.0%	+3.73%	0
FIFTH THIRD BANCORP	Unchanged	1,310	$70,819	0.0%	+1.36%	0
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	1,269	$68,602	0.0%	+3.55%	0
Allworth Financial LP	Unchanged	210	$11,355	0.0%	+3.55%	0
JPMORGAN CHASE & CO	Unchanged	201	$10,876	0.0%	+3.55%	0
ASSETMARK, INC	Unchanged	161	$8,704	0.0%	+3.55%	0
OSAIC HOLDINGS, INC.	Decreased	67(-89.4%)	$3,632	0.0%	+3.53%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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