SCHARF ETF KAT
$55.34
+1.3% 52w: $52.29 – $57.83
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data52.2955.0657.83
Aug 25, 2025 Jul 2, 2026
Institutional holders
41
+2 QoQ
13F value
$502.3M
-6.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns KAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Scharf Investments, LLC ★2 | Fundamental diversified | 4.6M | $244.4M | 7.5% | -3.0% |
| Focus Partners Wealth | Wealth advisor | 2.5M | $134.1M | 0.1% | -5.7% |
| MORGAN STANLEY | Bank broker | 1.0M | $56.3M | 0.0% | -7.2% |
| Intellectus Partners, LLC | Other | 215.5K | $11.5M | 2.4% | -3.2% |
| HighTower Advisors, LLC | Diversified mechanical | 175.9K | $9.4M | 0.0% | -4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 173.6K | $9.3M | 0.0% | -7.4% |
| Quantinno Capital Management LP | Diversified mechanical | 83.1K | $4.5M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 78.6K | $4.2M | 0.0% | +26.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 75.5K | $4.0M | 0.1% | -36.7% |
| Roehl & Yi Investment Advisors, LLC | Wealth advisor | 73.5K | $3.9M | 1.5% | -1.3% |
| Corient Private Wealth LLC | Diversified mechanical | 52.5K | $2.8M | 0.0% | -54.1% |
| JANE STREET GROUP, LLC | Market maker | 51.3K | $2.8M | 0.0% | +76.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 49.6K | $2.7M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 45.9K | $2.5M | 0.0% | -4.5% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 38.2K | $2.0M | 0.0% | -2.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 22.4K | $1.2M | 0.0% | -10.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 18.5K | $989K | 0.0% | -0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 16.0K | $864K | 0.0% | New |
| LPL Financial LLC | Bank broker | 15.7K | $840K | 0.0% | +5.9% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 14.5K | $777K | 0.1% | +6.5% |
| Summit Financial, LLC | Wealth advisor | 8.9K | $476K | 0.0% | -10.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 7.9K | $422K | 0.0% | -15.3% |
| Summit Trail Advisors, LLC | Other | 6.5K | $351K | 0.0% | New |
| Ridge Creek Global, Inc | Other | 5.3K | $287K | 0.2% | Held |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 5.1K | $276K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 4.9K | $260K | 0.0% | -91.1% |
| Apollon Wealth Management, LLC | Diversified mechanical | 4.5K | $241K | 0.0% | Held |
| Orion Porfolio Solutions, LLC | Wealth advisor | 4.0K | $215K | 0.0% | -8.3% |
| Abound Wealth Management | Wealth advisor | 3.6K | $194K | 0.0% | -4.0% |
| Pinnacle Bancorp, Inc. | Other | 2.3K | $123K | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.0K | $107K | 0.0% | -43.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.3K | $70K | 0.0% | New |
| US BANCORP \DE\ | Wealth advisor | 1.3K | $68K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 630 | $34K | 0.0% | +0.8% |
| Clearstead Advisors, LLC | Wealth advisor | 583 | $31K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 255 | $14K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 210 | $11K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 201 | $11K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 161 | $9K | 0.0% | Held |
| UBS Group AG | Bank broker | 156 | $8K | 0.0% | -52.4% |
| FMR LLC | Long only active | 3 | $161 | 0.0% | -98.7% |
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Top funds holding KAT
Scharf Investments, LLCFocus Partners WealthMORGAN STANLEYIntellectus Partners, LLCHighTower Advisors, LLCCambridge Investment Research Advisors, Inc.Quantinno Capital Management LPCITADEL ADVISORS LLCEmpirical Financial Services, LLC d.b.a. Empirical Wealth ManagementRoehl & Yi Investment Advisors, LLC