Advisors Ser Tr (KAT) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Advisors Ser Tr (KAT) following the 2026 Q3 hedge fund 13F filings?

As of today, KAT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), KAT gained +7.7% vs -1.1% 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)

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

Smart Money Signals — KAT

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their KAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 92% of 3.0Y peak

92% of all-time peak

37 funds currently hold this stock — 92% of the 3.0-year high of 40 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +3600% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+3600% 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 15% buying

5 buying28 selling

Last quarter: 28 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 31 → 8 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 32% entered in last year

■ 3% conviction (2yr+) ■ 65% medium ■ 32% new

Only 1 funds (3%) 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 → 31 → 8 → 6 → 2 new funds/Q

New funds entering each quarter: 31 → 8 → 6 → 2. 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 — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new

Of 37 current holders: 36 (97%) entered in the past year, only 1 (3%) 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 — 11% AUM from top-100

11% from top-100 AUM funds

7 of 37 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	37	40	-7.5%
13F Shares	9M	9M	-5.69%
Total Value	$469M	$493M	-4.89%
New Positions	2	6	-4
Increased Positions	3	5	-2
Closed Positions	5	3	+2
Reduced Positions	23	21	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-7.5%

13F Shares

-5.69%

Total Value

$469M

$493M

-4.89%

New Positions

-4

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

37 + 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 Q3 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Scharf Investments, LLC	8.15%	4,279,509	$241.1M
2	Intellectus Partners, LLC	1.79%	191,427	$10.8M
3	Ridge Creek Global, Inc	0.24%	5,348	$301K
4	Focus Partners Wealth	0.12%	2,090,582	$117.8M
5	Ashton Thomas Securities, LLC	0.08%	13,092	$738K
6	Abound Wealth Management	0.03%	3,292	$185K
7	Pinnacle Bancorp, Inc.	0.03%	2,296	$129K
8	Ashton Thomas Private Wealth, LLC	0.03%	30,385	$1.7M
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.03%	35,012	$2.0M
10	Greenwood Capital Associates LLC	0.03%	4,645	$262K
11	Sanctuary Advisors, LLC	0.01%	49,597	$2.8M
12	HighTower Advisors, LLC	0.01%	174,975	$9.9M
13	Mgo One Seven LLC	0.01%	7,042	$397K
14	Apollon Wealth Management, LLC	0.00%	4,058	$229K
15	Morgan Stanley	0.00%	805,558	$45.4M
16	Quantinno Capital Management LP	0.00%	40,633	$2.3M
17	Wealth Enhancement Advisory Services, LLC	0.00%	15,083	$867K
18	Raymond James Financial Inc	0.00%	39,241	$2.2M
19	Creative Planning	0.00%	17,471	$984K
20	Mariner, LLC	0.00%	9,588	$540K
21	IFP Advisors, Inc	0.00%	255	$14K
22	LPL Financial LLC	0.00%	14,201	$800K
23	Fifth Third Bancorp	0.00%	1,250	$70K
24	US Bancorp \de\	0.00%	1,269	$71K
25	Allworth Financial LP	0.00%	210	$11K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KAT?

Heavy selling pressure — only 15% buying: Last quarter: 28 funds sold vs only 5 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 — 11% AUM from top-100: 7 of 37 holders rank in the top 100 by AUM, but together hold only 11% 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 — 32% entered in last year: Only 1 funds (3%) 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 Q3 hedge fund 13F filings?

As of today, KAT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), KAT has gained +7.7% vs -1.1% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Advisors Ser Tr (KAT)

Smart Money Signals — KAT

Selling streak — 1 quarter in a row

High ownership — 92% of 3.0Y peak

Fast accumulation — +3600% more funds vs a year ago

Heavy selling pressure — only 15% buying

Steady new buyers — ~2 new funds per quarter

Mostly new holders — 32% entered in last year

Saturation — most institutions already know this story

Early stage — 97% of holders entered in last year

Smaller funds dominant — 11% 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 Q3)

Frequently Asked Questions — Advisors Ser Tr (KAT)

Welcome to 13Foresight!