SCHARF ETF (KAT) Institutional Shareholders
SCHARF ETF (KAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $459.64M in KAT holdings during the latest filing period.
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 $253.00M, representing an estimated gain of +5.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% 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
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
44
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 | $252,998,396 | +$14,055,480 | +5.88% | |
| Focus Partners Wealth | 0.13% | 2,332,145 | $126,075,767 | $133,491,980 | +$7,416,213 | +5.88% | |
| Morgan Stanley | 0.00% | 851,022 | $46,006,250 | $48,712,499 | +$2,706,249 | +5.88% | |
| Intellectus Partners, Llc | 1.95% | 207,937 | $11,241,050 | $11,902,314 | +$661,264 | +5.88% | |
| Susquehanna International Group, Llp | 0.01% | 202,045 | $10,922,553 | $11,565,056 | +$642,503 | +5.88% | |
| Roehl & Yi Investment Advisors, Llc | 1.28% | 71,856 | $3,884,538 | $4,113,037 | +$228,499 | +5.88% | |
| Quantinno Capital Management Lp | 0.00% | 55,838 | $3,018,605 | $3,196,167 | +$177,562 | +5.88% | |
| Corient Private Wealth Llc | 0.00% | 52,250 | $2,824,634 | $2,990,790 | +$166,156 | +5.88% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.04% | 52,039 | $2,813,231 | $2,978,712 | +$165,481 | +5.88% | |
| Sanctuary Advisors, Llc | 0.01% | 49,597 | $2,681,214 | $2,838,932 | +$157,718 | +5.88% | |
| Raymond James Financial Inc | 0.00% | 44,228 | $2,390,965 | $2,531,611 | +$140,646 | +5.88% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 36,315 | $1,963,189 | $2,078,671 | +$115,482 | +5.88% | |
| Mercer Global Advisors Inc | 0.00% | 17,951 | $970,437 | $1,027,515 | +$57,078 | +5.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,073 | $843,034 | $862,779 | +$19,745 | +2.34% | |
| Ashton Thomas Securities, Llc | 0.12% | 14,497 | $783,708 | $829,808 | +$46,100 | +5.88% | |
| Lpl Financial Llc | 0.00% | 14,412 | $779,113 | $824,943 | +$45,830 | +5.88% | |
| Mgo One Seven Llc | 0.01% | 7,727 | $417,719 | $442,293 | +$24,574 | +5.88% | |
| Summit Financial, Llc | 0.00% | 7,458 | $403,179 | $426,896 | +$23,717 | +5.88% | |
| Mariner, Llc | 0.00% | 6,718 | $363,182 | $384,538 | +$21,356 | +5.88% | |
| Jane Street Group, Llc | 0.00% | 6,621 | $357,931 | $378,986 | +$21,055 | +5.88% | |
| Citadel Advisors Llc | 0.00% | 6,525 | $352,742 | $373,491 | +$20,749 | +5.88% | |
| Ridge Creek Global, Inc | 0.22% | 5,348 | $289,113 | $306,120 | +$17,007 | +5.88% | |
| Greenwood Capital Associates Llc | 0.03% | 5,145 | $278,139 | $294,500 | +$16,361 | +5.88% | |
| Exencial Wealth Advisors, Llc | 0.01% | 5,145 | $275,747 | $294,500 | +$18,753 | +6.80% | |
| Apollon Wealth Management, Llc | 0.00% | 4,058 | $219,375 | $232,280 | +$12,905 | +5.88% | |
| Abound Wealth Management | 0.04% | 3,428 | $185,318 | $196,219 | +$10,901 | +5.88% | |
| Pinnacle Bancorp, Inc. | 0.03% | 2,296 | $124,122 | $131,423 | +$7,301 | +5.88% | |
| Fifth Third Bancorp | 0.00% | 1,310 | $70,819 | $74,984 | +$4,165 | +5.88% | |
| Us Bancorp \De\ | 0.00% | 1,269 | $68,602 | $72,638 | +$4,036 | +5.88% | |
| Clearstead Advisors, Llc | 0.00% | 583 | $31,517 | $33,371 | +$1,854 | +5.88% | |
| Ifp Advisors, Inc | 0.00% | 255 | $13,785 | $14,596 | +$811 | +5.88% | |
| Allworth Financial Lp | 0.00% | 210 | $11,355 | $12,020 | +$665 | +5.86% | |
| Jpmorgan Chase & Co | 0.00% | 201 | $10,876 | $11,505 | +$629 | +5.79% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 165,380 | $8,940 | $9,466,351 | +$9,457,411 | +105787.60% | |
| Assetmark, Inc | 0.00% | 161 | $8,704 | $9,216 | +$512 | +5.88% | |
| Osaic Holdings, Inc. | 0.00% | 67 | $3,632 | $3,835 | +$203 | +5.59% | |
| Ubs Group Ag | 0.00% | 34 | $1,838 | $1,946 | +$108 | +5.88% |
Frequently asked questions about KAT
Who owns the most KAT stock?
The largest holders of KAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHARF ETF (KAT).
Is KAT widely held by superinvestors?
Many widely followed stocks like KAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.