Advisors Ser Tr (KAT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Advisors Ser Tr (KAT) following the 2026 Q2 hedge fund 13F filings?

As of today, KAT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), KAT gained +8.4% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Advisors Ser Tr (KAT)

40 + Investors. Track Smart Money conviction in KAT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — KAT

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added KAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

40 hedge funds hold KAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +3900% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+3900% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🔴

Heavy selling pressure — only 31% buying

11 buying24 selling

Last quarter: 24 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 31 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 95% entered in last year

■ 5% conviction (2yr+) ■ 0% medium ■ 95% new

Only 2 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

0 → 0 → 31 → 7 → 6 new funds/Q

New funds entering each quarter: 0 → 31 → 7 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new

Of 40 current holders: 38 (95%) entered in the past year, only 2 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

8 of 40 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

8.3

out of 10

High Exit Risk

Exit risk score 8.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 31% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	40	37	8.11%
13F Shares	9M	10M	-3.48%
Total Value	$493M	$534M	-7.68%
New Positions	6	7	-1
Increased Positions	5	8	-3
Closed Positions	3	1	+2
Reduced Positions	21	12	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.11%

13F Shares

10M

-3.48%

Total Value

$493M

$534M

-7.68%

New Positions

-1

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KAT. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KAT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Scharf Investments, LLC	7.89%	4,419,958	$238.9M
2	Intellectus Partners, LLC	1.94%	207,937	$11.2M
3	Roehl & Yi Investment Advisors, LLC	1.28%	71,856	$3.9M
4	Ridge Creek Global, Inc	0.22%	5,348	$289K
5	Focus Partners Wealth	0.13%	2,332,145	$126.1M
6	Ashton Thomas Securities, LLC	0.12%	14,497	$784K
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.04%	52,039	$2.8M
8	Ashton Thomas Private Wealth, LLC	0.04%	36,315	$2.0M
9	Abound Wealth Management	0.04%	3,428	$185K
10	Pinnacle Bancorp, Inc.	0.03%	2,296	$124K
11	Greenwood Capital Associates LLC	0.03%	5,145	$278K
12	Sanctuary Advisors, LLC	0.01%	49,597	$2.7M
13	HighTower Advisors, LLC	0.01%	176,659	$9.6M
14	Mgo One Seven LLC	0.01%	7,727	$418K
15	Summit Financial, LLC	0.00%	7,458	$403K
16	Quantinno Capital Management LP	0.00%	55,838	$3.0M
17	Corient Private Wealth LP	0.00%	52,250	$2.8M
18	Apollon Wealth Management, LLC	0.00%	4,058	$219K
19	Morgan Stanley	0.00%	851,022	$46.0M
20	Wealth Enhancement Advisory Services, LLC	0.00%	15,073	$843K
21	Mercer Global Advisors Inc /Adv	0.00%	17,951	$970K
22	Susquehanna International Group, LLP	0.00%	202,045	$10.9M
23	Raymond James Financial Inc	0.00%	44,228	$2.4M
24	Mariner, LLC	0.00%	6,718	$363K
25	Clearstead Advisors, LLC	0.00%	583	$32K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Advisors Ser Tr (KAT)

What does the Smart Money Trend signal show for KAT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KAT?

Heavy selling pressure — only 31% buying: Last quarter: 24 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for KAT holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 40 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KAT?

Mostly new holders — 95% entered in last year: Only 2 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Advisors Ser Tr (KAT) following the 2026 Q2 hedge fund 13F filings?

As of today, KAT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), KAT has gained +8.4% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Advisors Ser Tr (KAT)

Smart Money Signals — KAT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +3900% more funds vs a year ago

Heavy selling pressure — only 31% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 95% entered in last year

Saturation — most institutions already know this story

Early stage — 95% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — KAT

Hedge Fund Ownership: KAT

Market Analysis: KAT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KAT

Is It Too Late to Buy Advisors Ser Tr (KAT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: KAT

Statistics: KAT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Advisors Ser Tr (KAT)

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