Who owns KAT?
Scharf ETF · Scharf
37 institutions reported holding KAT, worth $486.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Scharf Investments, LLC | Los Gatos, CA | $238.9M | 4,419,958 | −139,324 shares |
| Focus Partners Wealth | St Louis, MO | $126.1M | 2,332,145 | −170,592 shares |
| Morgan Stanley | New York, NY | $46.0M | 851,022 | −198,921 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $17.9M | 330,760 | +157,181 shares |
| Intellectus Partners, LLC | San Francisco, CA | $11.2M | 207,937 | −7,567 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $10.9M | 202,045 | +179,604 shares |
| HighTower Advisors, LLC | Chicago, IL | $9.6M | 176,659 | +716 shares |
| Roehl & Yi Investment Advisors, LLC | Eugene, OR | $3.9M | 71,856 | −1,661 shares |
| Quantinno Capital Management LP | New York, NY | $3.0M | 55,838 | −27,269 shares |
| Corient Private Wealth LP | Miami, FL | $2.8M | 52,250 | −271 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KAT?
37 institutional managers reported holding KAT in Form 13F filings for June 30, 2026, worth $486.8M in total. The largest reported position was held by Scharf Investments, LLC, at $238.9M.
Did institutions buy or sell KAT last quarter?
Reported 13F value fell 3.0% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.