SCHARF ETF (KAT) Institutional Ownership and Insiders Activity
SCHARF ETF (KAT) is widely held by institutional investors, with 37 firms reporting positions valued at approximately $459.64M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Scharf Investments, Llc is the largest disclosed holder, reporting approximately $238.94M in KAT holdings in its latest filing.
Institutional ownership remains highly concentrated, with Scharf Investments, Llc representing the majority of disclosed value.
Institutional Holders
37
Total Reported Value
$459.64M
Largest Holder
Scharf Investments, Llc
Largest Position
$238.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance
- Scharf Investments, Llc$238.94M
- Focus Partners Wealth$126.08M
- Morgan Stanley$46.01M
- Intellectus Partners, Llc$11.24M
- Susquehanna International Group, Llp$10.92M