KAT

Institutional Ownership

Top 38 Institutional Holders
HolderSharesDateChange% Held
SCHARF INVESTMENTS, LLC4.42MJun 30, 26-139.32K38.75%
Colony Group, LLC2.33MJun 30, 26-170.59K20.44%
MORGAN STANLEY851.02KJun 30, 26-198.92K7.46%
Intellectus Partners, LLC207.94KJun 30, 26-7.57K1.82%
SUSQUEHANNA INTERNATIONAL GROUP, LLP202.04KJun 30, 26+179.60K1.77%
HighTower Advisors, LLC176.66KJun 30, 26+7161.55%
Cambridge Investment Research Advisors, Inc.165.38KJun 30, 26-8.20K1.45%
Roehl & Yi Investment Advisors, LLC71.86KJun 30, 26-1.66K0.63%
Quantinno Capital Management LP55.84KJun 30, 26-27.27K0.49%
CI Private Wealth, LLC52.25KJun 30, 26-2710.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management52.04KJun 30, 26-23.43K0.46%
Sanctuary Advisors, LLC49.60KJun 30, 26--0.43%
RAYMOND JAMES FINANCIAL INC44.23KJun 30, 26-1.68K0.39%
Ashton Thomas Private Wealth, LLC36.31KJun 30, 26-1.90K0.32%
MERCER GLOBAL ADVISORS INC /ADV17.95KJun 30, 26-5110.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.07KJun 30, 26-9040.13%
EXCEL SECURITIES & ASSOCIATES, INC.14.50KJun 30, 26-70.13%
LPL Financial LLC14.41KJun 30, 26-1.27K0.13%
MGO ONE SEVEN LLC7.73KJun 30, 26-1440.07%
Summit Financial, LLC7.46KJun 30, 26-1.43K0.07%
Mariner, LLC6.72KJun 30, 26+1.86K0.06%
JANE STREET GROUP, LLC6.62KJun 30, 26-44.73K0.06%
CITADEL ADVISORS LLC6.53KJun 30, 26-72.07K0.06%
Ridge Creek Global, Inc5.35KJun 30, 26--0.05%
GREENWOOD CAPITAL ASSOCIATES LLC5.14KJun 30, 26+5.14K0.05%
Apollon Wealth Management, LLC4.06KJun 30, 26-4450.04%
Abound Wealth Management3.43KJun 30, 26-1840.03%
Pinnacle Bancorp, Inc.2.30KJun 30, 26--0.02%
FIFTH THIRD BANCORP1.31KJun 30, 26--0.01%
US BANCORP \DE\1.27KJun 30, 26--0.01%
Clearstead Advisors, LLC583Jun 30, 26--0.01%
IFP Advisors, Inc255Jun 30, 26--0.00%
Allworth Financial LP210Jun 30, 26--0.00%
JPMORGAN CHASE & CO201Jun 30, 26--0.00%
ASSETMARK, INC161Jun 30, 26--0.00%
ADVISOR GROUP HOLDINGS, INC.67Jun 30, 26-5630.00%
UBS Group AG34Jun 30, 26-1220.00%
COMERICA BANK1.33KDec 31, 25-30.01%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.