ADVISORS SER TR (KAT) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Focus Partners Wealth as of Q1 2026.

Are institutions buying or selling KAT?

In Q1 2026, 8 institutions opened or increased positions in ADVISORS SER TR while 13 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on KAT?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ADVISORS SER TR.

How many hedge funds hold KAT?

24 institutional investors report holding ADVISORS SER TR (KAT) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into KAT?

As of Q1 2026, tracked institutions in ADVISORS SER TR show 8 buyers versus 13 sellers — net outflows.

ADVISORS SER TR

KAT·00770X220·US·ETF·Unknown - Unknown

Holders

Avg rating(7 Elite)

$223.9M

Total Value

38% (25)

Fund Consensus

8 buying - 13 selling

No verdict yet — fewer than 2 funds hold KAT.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	2.5M(-5.7%)	$134.1M	0.1%	+0.09%	0
MORGAN STANLEY	Decreased	1M(-7.2%)	$56.3M	0.0%	-0.07%	0
HighTower Advisors, LLC	Decreased	175,943(-4.4%)	$9.4M	0.0%	-0.07%	0
Quantinno Capital Management LP	New	83,107	$4.5M	0.0%	-2.19%	37
CITADEL ADVISORS LLC	Increased	78,593(+26.1%)	$4.2M	0.0%	+0.11%	33
Corient Private Wealth LLC	Decreased	52,521(-8.1%)	$2.8M	0.0%	-0.02%	0
JANE STREET GROUP, LLC	Increased	51,346(+76.0%)	$2.8M	0.0%	-1.00%	40
Sanctuary Advisors, LLC	New	49,597	$2.7M	0.0%	-2.19%	36
RAYMOND JAMES FINANCIAL INC	Decreased	45,912(-4.5%)	$2.5M	0.0%	0.00%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	22,441(-10.8%)	$1.2M	0.0%	+0.61%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	18,462(-0.5%)	$989,477	0.0%	-0.07%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	15,977	$863,701	0.0%	-2.19%	34
LPL Financial LLC	Increased	15,682(+5.9%)	$840,477	0.0%	-0.16%	26
Mariner, LLC	Decreased	4,856(-91.1%)	$260,256	0.0%	+0.65%	0
OPOrion Porfolio Solutions, LLC	Decreased	4,008(-8.3%)	$214,808	0.0%	-0.07%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2,000(-43.6%)	$107,190	0.0%	-0.07%	0
FIFTH THIRD BANCORP	New	1,310	$70,209	0.0%	-2.19%	29
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	1,269	$68,012	0.0%	-0.07%	0
OSAIC HOLDINGS, INC.	Increased	630(+0.8%)	$33,789	0.0%	-0.09%	14
Allworth Financial LP	Unchanged	210	$11,257	0.0%	-0.07%	0