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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Morgan Stanley, Intellectus Partners, Llc, Cambridge Investment Research Advisors, Inc., and Hightower Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+57,171—57,171$3.14MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+48,081—48,081$2.64MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+18,560—18,560$1.02MQ4 2025Feb 18, 2026
Citadel Advisors LlcBuy+62,344—62,344$3.43MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+25,170—25,170$1.38MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+625—625$34.39KQ4 2025Feb 17, 2026
Roehl & Yi Investment Advisors, LlcSell-449-0.6%74,510$4.10MQ4 2025Feb 17, 2026
Fmr LlcBuy+234—234$12.87KQ4 2025Feb 17, 2026
Focus Partners WealthBuy+2,654,763—2,654,763$146.01MQ4 2025Feb 13, 2026
Morgan StanleyBuy+1,130,916—1,130,916$62.20MQ4 2025Feb 13, 2026
Mariner, LlcBuy+54,717—54,717$3.01MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+13,467—13,467$740.70KQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+9,952—9,952$547.38KQ4 2025Feb 13, 2026
Ridge Creek Global, IncBuy+5,348—5,348$294.14KQ4 2025Feb 13, 2026
Jane Street Group, LlcBuy+29,179—29,179$1.60MQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+4,371—4,371$240.39KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+14,811—14,811$814.62KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+201—201$11.05KQ4 2025Feb 11, 2026
Intellectus Partners, LlcBuy+222,719—222,719$12.25MQ4 2025Feb 10, 2026
Clearstead Advisors, LlcBuy+583—583$32.07KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+184,019—184,019$10.12MQ4 2025Feb 06, 2026
Pnc Financial Services Group, Inc.Buy+3,546—3,546$195.03KQ4 2025Feb 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+187,362—187,362$10.30MQ4 2025Feb 05, 2026
Thrivent Financial For LutheransBuy+6,990—6,990$384.00KQ4 2025Feb 05, 2026
Allworth Financial LpBuy+210—210$11.55KQ4 2025Feb 05, 2026
Mgo One Seven LlcBuy+9,298—9,298$511.40KQ4 2025Feb 03, 2026
Ashton Thomas Securities, LlcBuy+13,622—13,622$749.22KQ4 2025Feb 02, 2026
Exencial Wealth Advisors, LlcBuy+5,145—5,145$282.98KQ4 2025Jan 30, 2026
Us Bancorp \De\Buy+1,269—1,269$69.80KQ4 2025Jan 30, 2026
Ashton Thomas Private Wealth, LlcBuy+39,108—39,108$2.15MQ4 2025Jan 29, 2026
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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.