Scharf ETF (KAT)

ETF ยท Nasdaq

Scharf ETF (KAT) is an exchange-traded fund listed on Nasdaq, where it has traded since December 30, 2011.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
December 30, 2011

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 36 institutions reported holding KAT, with 8.7 million shares worth $468.3 million in aggregate. The largest reported holder was Scharf Investments, with 4.4 million shares worth $238.9 million. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Scharf Investments4,419,958$239MReduced 3.06%
Focus Partners Wealth2,332,145$126MReduced 6.82%
Morgan Stanley851,022$46MReduced 18.95%
Intellectus Partners207,937$11MReduced 3.51%
Susquehanna International Group202,045$11MAdded 800.34%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is KAT?

Scharf ETF (KAT) is an exchange-traded fund listed on Nasdaq, where it has traded since December 30, 2011.

Who are the largest institutional holders of KAT?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of KAT were Scharf Investments, Focus Partners Wealth and Morgan Stanley.

How many institutions own KAT?

36 institutions reported a position in KAT for the quarter ended June 30, 2026, worth $468.3 million in total.

Did institutions buy or sell KAT last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for KAT.

Every reported institutional holder, plus insider and congressional trades in KAT, on SentiSense.