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GKAT · Scharf Global Opportunity ETF · Holdings ETF

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$43.99 +0.26 (+0.60%) At close · Oct 2
Volume · Oct 2 1399 Avg daily vol (3M) 1879

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 7
Total Value: $133,596,202
Total Shares: 3,095,084

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
98.1%
Sep 2025 → Jun 2026 · range 95.6% – 98.1%
+0.4 pts
Top 5
99.7%
Sep 2025 → Jun 2026 · range 99.7% – 99.8%
−0.1 pts
Top 10
100.0%
Sep 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,623
Sep 2025 → Jun 2026 · range 9,151 – 9,623
Highly concentrated+77

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
2
Sold Out
1
Unchanged
2
Holder count: +1
Institutional value: +13.0%
Shares held: +7.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Scharf Investments, LLC +209,748 3,036,088

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Focus Partners Wealth −973 19,247
Roehl & Yi Investment Advisors, LLC −116 17,827

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 6,004 $259,156
Virtu Financial LLC 4,948 $213,575

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 17,460 $713,415
Filter: New 2 Increased 1 Reduced 2 Sold out 1 Unchanged 2
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Scharf Investments, LLC $131,049,702 98.09% 3,036,088
Focus Partners Wealth $830,777 0.62% 19,247
Roehl & Yi Investment Advisors, LLC $769,484 0.58% 17,827
CITADEL ADVISORS LLC $259,156 0.19% 6,004
MGO ONE SEVEN LLC $244,696 0.18% 5,669
Beacon Pointe Advisors, LLC $228,812 0.17% 5,301
Virtu Financial LLC $213,575 0.16% 4,948