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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +57,171 | — | 57,171 | $3.14M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +48,081 | — | 48,081 | $2.64M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +18,560 | — | 18,560 | $1.02M | Q4 2025 | Feb 18, 2026 |
| Citadel Advisors Llc | Buy | +62,344 | — | 62,344 | $3.43M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +25,170 | — | 25,170 | $1.38M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +625 | — | 625 | $34.39K | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, Llc | Sell | -449 | -0.6% | 74,510 | $4.10M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +234 | — | 234 | $12.87K | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +2,654,763 | — | 2,654,763 | $146.01M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1,130,916 | — | 1,130,916 | $62.20M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +54,717 | — | 54,717 | $3.01M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,467 | — | 13,467 | $740.70K | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +9,952 | — | 9,952 | $547.38K | Q4 2025 | Feb 13, 2026 |
| Ridge Creek Global, Inc | Buy | +5,348 | — | 5,348 | $294.14K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +29,179 | — | 29,179 | $1.60M | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +4,371 | — | 4,371 | $240.39K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +14,811 | — | 14,811 | $814.62K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +201 | — | 201 | $11.05K | Q4 2025 | Feb 11, 2026 |
| Intellectus Partners, Llc | Buy | +222,719 | — | 222,719 | $12.25M | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, Llc | Buy | +583 | — | 583 | $32.07K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +184,019 | — | 184,019 | $10.12M | Q4 2025 | Feb 06, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +3,546 | — | 3,546 | $195.03K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +187,362 | — | 187,362 | $10.30M | Q4 2025 | Feb 05, 2026 |
| Thrivent Financial For Lutherans | Buy | +6,990 | — | 6,990 | $384.00K | Q4 2025 | Feb 05, 2026 |
| Allworth Financial Lp | Buy | +210 | — | 210 | $11.55K | Q4 2025 | Feb 05, 2026 |
| Mgo One Seven Llc | Buy | +9,298 | — | 9,298 | $511.40K | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Securities, Llc | Buy | +13,622 | — | 13,622 | $749.22K | Q4 2025 | Feb 02, 2026 |
| Exencial Wealth Advisors, Llc | Buy | +5,145 | — | 5,145 | $282.98K | Q4 2025 | Jan 30, 2026 |
| Us Bancorp \De\ | Buy | +1,269 | — | 1,269 | $69.80K | Q4 2025 | Jan 30, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +39,108 | — | 39,108 | $2.15M | Q4 2025 | Jan 29, 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.