ADVISORS SER TR

KAT (ADVISORS SER TR) is held by 24 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($134.1M), MORGAN STANLEY ($56.3M), HighTower Advisors, LLC ($9.4M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	2.5M(-5.7%)	$134.1M	0.1%	-1.90%	0
MORGAN STANLEY	Decreased	1M(-7.2%)	$56.3M	0.0%	-2.05%	0
HighTower Advisors, LLC	Decreased	175,943(-4.4%)	$9.4M	0.0%	-2.05%	0
Quantinno Capital Management LP	New	83,107	$4.5M	0.0%	-4.13%	37
CITADEL ADVISORS LLC	Increased	78,593(+26.1%)	$4.2M	0.0%	-1.88%	33
Corient Private Wealth LLC	Decreased	52,521(-8.1%)	$2.8M	0.0%	-2.00%	0
JANE STREET GROUP, LLC	Increased	51,346(+76.0%)	$2.8M	0.0%	-2.96%	40
Sanctuary Advisors, LLC	New	49,597	$2.7M	0.0%	-4.13%	36
RAYMOND JAMES FINANCIAL INC	Decreased	45,912(-4.5%)	$2.5M	0.0%	-1.99%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	22,441(-10.8%)	$1.2M	0.0%	-1.39%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	18,462(-0.5%)	$989,477	0.0%	-2.05%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	15,977	$863,701	0.0%	-4.13%	34
LPL Financial LLC	Increased	15,682(+5.9%)	$840,477	0.0%	-2.14%	26
Mariner, LLC	Decreased	4,856(-91.1%)	$260,256	0.0%	-1.35%	0
OPOrion Porfolio Solutions, LLC	Decreased	4,008(-8.3%)	$214,808	0.0%	-2.05%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2,000(-43.6%)	$107,190	0.0%	-2.05%	0
FIFTH THIRD BANCORP	New	1,310	$70,209	0.0%	-4.13%	29
US BANCORP \DE\	Unchanged	1,269	$68,012	0.0%	-2.05%	0
OSAIC HOLDINGS, INC.	Increased	630(+0.8%)	$33,789	0.0%	-2.07%	14
Allworth Financial LP	Unchanged	210	$11,257	0.0%	-2.05%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer