SCHARF ETF (KAT) Institutional Ownership Changes & 13F Activity
SCHARF ETF (KAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Susquehanna International Group, Llp, Focus Partners Wealth, Scharf Investments, Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -72,068 | -91.7% | 6,525 | $352.74K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -271 | -0.5% | 52,250 | $2.82M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -511 | -2.8% | 17,951 | $970.44K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +179,604 | +800.3% | 202,045 | $10.92M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -44,725 | -87.1% | 6,621 | $357.93K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,684 | -3.7% | 44,228 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, Llc | Sell | -1,661 | -2.3% | 71,856 | $3.88M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -563 | -89.4% | 67 | $3.63K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -198,921 | -18.9% | 851,022 | $46.01M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Sell | -27,269 | -32.8% | 55,838 | $3.02M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,862 | +38.3% | 6,718 | $363.18K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -122 | -78.2% | 34 | $1.84K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -170,592 | -6.8% | 2,332,145 | $126.08M | Q2 2026 | Aug 12, 2026 |
| Intellectus Partners, Llc | Sell | -7,567 | -3.5% | 207,937 | $11.24M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -1,426 | -16.1% | 7,458 | $403.18K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +201 | — | 201 | $10.88K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -1,270 | -8.1% | 14,412 | $779.11K | Q2 2026 | Aug 07, 2026 |
| Mgo One Seven Llc | Sell | -144 | -1.8% | 7,727 | $417.72K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -8,199 | -4.7% | 165,380 | $8.94K | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -1,898 | -5.0% | 36,315 | $1.96M | Q2 2026 | Jul 29, 2026 |
| Greenwood Capital Associates Llc | Buy | +5,145 | — | 5,145 | $278.14K | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Securities, Llc | Sell | -7 | -0.0% | 14,497 | $783.71K | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, Llc | Sell | -445 | -9.9% | 4,058 | $219.38K | Q2 2026 | Jul 23, 2026 |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | Sell | -23,425 | -31.0% | 52,039 | $2.81M | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -904 | -5.7% | 15,073 | $843.03K | Q2 2026 | Jul 15, 2026 |
| Scharf Investments, Llc | Sell | -139,324 | -3.1% | 4,419,958 | $238.94M | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | Sell | -184 | -5.1% | 3,428 | $185.32K | Q2 2026 | Jul 10, 2026 |
| Fmr Llc | Sell | -3 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -4,008 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Summit Trail Advisors, Llc | Sell | -6,545 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about KAT activity
Which institutional owners are buying KAT?
Institutional owners buying KAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KAT activity?
"Buy" means an investor increased their reported position in KAT compared to the prior reporting period. This reflects growing exposure to SCHARF ETF (KAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KAT increasing?
Institutional interest in KAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.