KAT Institutional Ownership & Shareholders
SCHARF ETF (KAT) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $459.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Scharf Investments, Llc is currently the largest disclosed institutional shareholder of KAT tracked by InsiderSet, reporting ownership valued at approximately $238.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $272.31M, representing an estimated gain of +13.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed KAT value among the investors covered in this analysis. Major shareholders include Scharf Investments, Llc, Focus Partners Wealth, Morgan Stanley, and several other long-term asset managers with concentrated positions in SCHARF ETF (KAT).
This page ranks the largest institutional KAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$459.49M
Largest Holder
Scharf Investments, Llc
Largest Position
$238.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Scharf Investments, Llc | 7.89% | 4,419,958 | $238,942,916 | $272,314,496 | +$33,371,580 | +13.97% | |
| Focus Partners Wealth | 0.13% | 2,332,145 | $126,075,767 | $143,683,920 | +$17,608,153 | +13.97% | |
| Morgan Stanley | 0.00% | 851,022 | $46,006,250 | $52,431,636 | +$6,425,386 | +13.97% | |
| Intellectus Partners, Llc | 1.95% | 207,937 | $11,241,050 | $12,811,040 | +$1,569,990 | +13.97% | |
| Susquehanna International Group, Llp | 0.01% | 202,045 | $10,922,553 | $12,448,033 | +$1,525,480 | +13.97% | |
| Roehl & Yi Investment Advisors, Llc | 1.28% | 71,856 | $3,884,538 | $4,427,063 | +$542,525 | +13.97% | |
| Quantinno Capital Management Lp | 0.00% | 55,838 | $3,018,605 | $3,440,190 | +$421,585 | +13.97% | |
| Corient Private Wealth Llc | 0.00% | 52,250 | $2,824,634 | $3,219,133 | +$394,499 | +13.97% | |
| Sanctuary Advisors, Llc | 0.01% | 49,597 | $2,681,214 | $3,055,681 | +$374,467 | +13.97% | |
| Raymond James Financial Inc | 0.00% | 44,228 | $2,390,965 | $2,724,896 | +$333,931 | +13.97% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.03% | 35,012 | $1,972,400 | $2,157,096 | +$184,696 | +9.36% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 30,385 | $1,711,752 | $1,872,026 | +$160,274 | +9.36% | |
| Creative Planning | 0.00% | 17,471 | $984,254 | $1,076,392 | +$92,138 | +9.36% | |
| Mercer Global Advisors Inc | 0.00% | 17,951 | $970,437 | $1,105,965 | +$135,528 | +13.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,083 | $866,692 | $929,267 | +$62,575 | +7.22% | |
| Lpl Financial Llc | 0.00% | 14,412 | $779,113 | $887,926 | +$108,813 | +13.97% | |
| Ashton Thomas Securities, Llc | 0.08% | 13,092 | $737,537 | $806,601 | +$69,064 | +9.36% | |
| Summit Financial, Llc | 0.00% | 7,458 | $403,179 | $459,489 | +$56,310 | +13.97% | |
| Mgo One Seven Llc | 0.01% | 7,042 | $396,692 | $433,859 | +$37,167 | +9.37% | |
| Mariner, Llc | 0.00% | 6,718 | $363,182 | $413,897 | +$50,715 | +13.96% | |
| Jane Street Group, Llc | 0.00% | 6,621 | $357,931 | $407,921 | +$49,990 | +13.97% | |
| Citadel Advisors Llc | 0.00% | 6,525 | $352,742 | $402,007 | +$49,265 | +13.97% | |
| Ridge Creek Global, Inc | 0.22% | 5,348 | $289,113 | $329,491 | +$40,378 | +13.97% | |
| Exencial Wealth Advisors, Llc | 0.01% | 5,145 | $275,747 | $316,984 | +$41,237 | +14.95% | |
| Greenwood Capital Associates Llc | 0.03% | 4,645 | $261,676 | $286,179 | +$24,503 | +9.36% | |
| Apollon Wealth Management, Llc | 0.00% | 4,058 | $228,607 | $250,014 | +$21,407 | +9.36% | |
| Abound Wealth Management | 0.03% | 3,292 | $185,455 | $202,821 | +$17,366 | +9.36% | |
| Pinnacle Bancorp, Inc. | 0.03% | 2,296 | $129,345 | $141,457 | +$12,112 | +9.36% | |
| Fifth Third Bancorp | 0.00% | 1,310 | $70,819 | $80,709 | +$9,890 | +13.97% | |
| Us Bancorp \De\ | 0.00% | 1,269 | $68,602 | $78,183 | +$9,581 | +13.97% | |
| Clearstead Advisors, Llc | 0.00% | 583 | $31,517 | $35,919 | +$4,402 | +13.97% | |
| Ifp Advisors, Inc | 0.00% | 255 | $14,365 | $15,711 | +$1,346 | +9.37% | |
| Allworth Financial Lp | 0.00% | 210 | $11,355 | $12,938 | +$1,583 | +13.94% | |
| Jpmorgan Chase & Co | 0.00% | 201 | $10,876 | $12,384 | +$1,508 | +13.86% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 171,599 | $9,667 | $10,572,249 | +$10,562,582 | +109264.32% | |
| Assetmark, Inc | 0.00% | 161 | $9,070 | $9,919 | +$849 | +9.36% | |
| Osaic Holdings, Inc. | 0.00% | 67 | $3,632 | $4,128 | +$496 | +13.65% | |
| Ubs Group Ag | 0.00% | 34 | $1,838 | $2,095 | +$257 | +13.97% |
Frequently asked questions about KAT
Who are the largest institutional holders of KAT?
The largest institutional holders of KAT reported in the latest SEC Form 13F filings include Scharf Investments, Llc, Focus Partners Wealth, Morgan Stanley, Intellectus Partners, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported KAT position.
What is KAT institutional ownership?
This page tracks KAT positions reported by institutional investment managers through SEC Form 13F. SCHARF ETF (KAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KAT?
InsiderSet currently tracks 38 institutional managers reporting KAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KAT shareholders.
How much KAT stock do institutions own?
Institutional investment managers disclosed approximately $459.49M in KAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KAT institutional ownership last updated?
The latest KAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KAT position after the reporting date.
Are institutions buying or selling KAT?
Institutional buying and selling can be analyzed by comparing KAT positions across consecutive 13F reporting periods. InsiderSet's KAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KAT ownership changes.
How has KAT institutional ownership changed over time?
InsiderSet tracks KAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.