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Scharf Global Opportunityetf (GKAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MGO One Seven LLC
UNCHANGED
Shares5,669 from 5,669
Change0 (0%)
Value$248.2K (+$3.5K)
Filed 2026-10-28
Scharf Investments, LLC
N/A
Shares— from 3,036,088
Change-3,036,088 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,247
Change-19,247 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 17,827
Change-17,827 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Status
MGO One Seven LLC
UNCHANGED5,6695,66900%$244.7K$248.2K+$3.5K2026-10-28
Scharf Investments, LLC
N/A—3,036,088-3,036,088-100%$131.1M———
Focus Partners Wealth
N/A—19,247-19,247-100%$830.8K———
Roehl & Yi Investment Advisors, LLC
N/A—17,827-17,827-100%$769.5K———
Citadel Advisors LLC
N/A—6,004-6,004-100%$259.2K———
Beacon Pointe Advisors, LLC
N/A—5,301-5,301-100%$228.8K———
Virtu Financial LLC
N/A—4,948-4,948-100%$214.0K———
Showing 7 of 7 institutions