Who owns Scharf Global Opportunity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GKAT from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 3.1M shares of Scharf Global Opportunity ETF worth $133.4M — about 85.7% of shares outstanding; the largest disclosed holder is Scharf Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$133.4M
value, 2026 filers
85.7%
of shares outstanding (3.1M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GKAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Scharf Investments, LLC | 3.0M | $131.1M | 4.3% | 84.1% | +7.4% |
| 2 | Focus Partners Wealth | 19,247 | $830,784 | 0.0% | 0.5% | -4.8% |
| 3 | Roehl & Yi Investment Advisors, LLC | 17,827 | $769,479 | 0.3% | 0.5% | -0.6% |
| 4 | CITADEL ADVISORS LLCNEW | 6,004 | $259,157 | 0.0% | 0.2% | new |
| 5 | MGO ONE SEVEN LLC | 5,669 | $244,697 | 0.0% | 0.2% | 0.0% |
| 6 | Beacon Pointe Advisors, LLC | 5,301 | $228,813 | 0.0% | 0.1% | 0.0% |
| 7 | Virtu Financial LLCNEW | 4,948 | $214 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.