Latest Period
Q1 2026
Security Snapshot
ADVISORS SER TR - SCHARF ETF Institutional Ownership
CUSIP: 00770X220
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
1,310
Price
$53.59
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- Type / Class
- Equity / SCHARF ETF
- Price per share
- $53.59
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,310
- Total reported value
- $70,209
- Share change
- 0
- Number of holders
- 1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 00770X220 - ADVISORS SER TR - SCHARF ETF is tracked under CUSIP 00770X220.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $3,428,976 to $70,209.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
00770X220
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 00770X220:
As of 31 Mar 2026, 1 institutional investors reported holding 1,310 shares of ADVISORS SER TR - SCHARF ETF.