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GKAT Institutional Ownership

Scharf Global Opportunity ETF
1W: -1.5% 1M: -4.0% 3M: +0.5% YTD: +7.1% 1Y: +9.2%
$43.99
+0.03 (+0.07%)
 
Weekly Expected Move ±1.7%
$43 $43 $44 $45 $45
ETF NASDAQ · AUM $158.8M

Institutional Ownership — GKAT

8
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
134M
Total Invested
2
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (10 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Scharf Investments, LLC 3,036,088 134M +209,748 +7.4% 4Q SEC ↗
2 Focus Partners Wealth 19,247 847K -973 -4.8% 4Q SEC ↗
3 Roehl & Yi Investment Advisors, LLC 17,827 784K -116 -0.6% 4Q SEC ↗
4 CITADEL ADVISORS LLC NEW 6,004 264K — +0.0% 1Q SEC ↗
5 MGO ONE SEVEN LLC 5,669 249K — +0.0% 2Q SEC ↗
6 Beacon Pointe Advisors, LLC 5,301 233K — +0.0% 2Q SEC ↗
7 Virtu Financial LLC NEW 4,948 218K — +0.0% 1Q SEC ↗
8 Farther Finance Advisors, LLC 0 0K -1,750 -100.0% 1Q SEC ↗
9 JANE STREET GROUP, LLC 0 0K -17,460 -100.0% 1Q SEC ↗
10 UBS Group AG 0 0K -575 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
CITADEL ADVISORS LLC 6,004 264K
Virtu Financial LLC 4,948 218K
Sold Out (3)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 17,460 768K
Farther Finance Advisors, LLC 1,750 77K
UBS Group AG 575 25K
Biggest Increases (1)
HolderAddedChange %Total Shares
Scharf Investments, LLC +209,748 +7.4% 3,036,088
Biggest Decreases (2)
HolderReducedChange %Total Shares
Focus Partners Wealth -973 -4.8% 19,247
Roehl & Yi Investment Advisors, LLC -116 -0.6% 17,827

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms