GKAT Institutional Ownership & Shareholders
SCHARF GLOBAL OPPORTUNITYETF (GKAT) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $133.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Scharf Investments, Llc is currently the largest disclosed institutional shareholder of GKAT tracked by InsiderSet, reporting ownership valued at approximately $131.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $137.76M, representing an estimated gain of +5.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed GKAT value among the investors covered in this analysis. Major shareholders include Scharf Investments, Llc, Focus Partners Wealth, Roehl & Yi Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in SCHARF GLOBAL OPPORTUNITYETF (GKAT).
This page ranks the largest institutional GKAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$133.60M
Largest Holder
Scharf Investments, Llc
Largest Position
$131.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Scharf Investments, Llc | 4.33% | 3,036,088 | $131,050,008 | $137,756,421 | +$6,706,413 | +5.12% | |
| Focus Partners Wealth | 0.00% | 19,247 | $830,784 | $873,294 | +$42,510 | +5.12% | |
| Roehl & Yi Investment Advisors, Llc | 0.25% | 17,827 | $769,479 | $808,864 | +$39,385 | +5.12% | |
| Citadel Advisors Llc | 0.00% | 6,004 | $259,157 | $272,419 | +$13,262 | +5.12% | |
| Mgo One Seven Llc | 0.00% | 5,669 | $248,157 | $257,220 | +$9,063 | +3.65% | |
| Beacon Pointe Advisors, Llc | 0.00% | 5,301 | $228,813 | $240,522 | +$11,709 | +5.12% | |
| Virtu Financial Llc | 0.01% | 4,948 | $214,000 | $224,506 | +$10,506 | +4.91% |
Frequently asked questions about GKAT
Who are the largest institutional holders of GKAT?
The largest institutional holders of GKAT reported in the latest SEC Form 13F filings include Scharf Investments, Llc, Focus Partners Wealth, Roehl & Yi Investment Advisors, Llc, Citadel Advisors Llc, and Mgo One Seven Llc. InsiderSet ranks institutional holders by their latest reported GKAT position.
What is GKAT institutional ownership?
This page tracks GKAT positions reported by institutional investment managers through SEC Form 13F. SCHARF GLOBAL OPPORTUNITYETF (GKAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GKAT?
InsiderSet currently tracks 7 institutional managers reporting GKAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GKAT shareholders.
How much GKAT stock do institutions own?
Institutional investment managers disclosed approximately $133.60M in GKAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GKAT institutional ownership last updated?
The latest GKAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GKAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GKAT position after the reporting date.
Are institutions buying or selling GKAT?
Institutional buying and selling can be analyzed by comparing GKAT positions across consecutive 13F reporting periods. InsiderSet's GKAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GKAT ownership changes.
How has GKAT institutional ownership changed over time?
InsiderSet tracks GKAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.