KAT

Scharf ETF

-$31.8M

Net Activity

Institutions Holding

41

Popularity Rank

#6495

Avg Weight

0.30%

Total Value

$502.3M

Ownership Trend

41 institutions currently hold KAT, with 11 net buyers and 24 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

24

Net Buying Institutions

11

Key Holders

Key Holders

Top 5 by Value

SI
Scharf Investments, LLC
$244.4M
FP
Focus Partners Wealth
$134.1M
MS
Morgan Stanley
$56.3M
IP
Intellectus Partners, LLC
$11.5M
HA
HighTower Advisors, LLC
$9.4M

Top 5 by Conviction

SI
Scharf Investments, LLC
7.53%
IP
Intellectus Partners, LLC
2.36%
R&
Roehl & Yi Investment Advisors, LLC
1.48%
RC
Ridge Creek Global, Inc
0.24%
FP
Focus Partners Wealth
0.15%
View all 41 holding institutions

Quarterly Activity

Recent Activity

+$17.0M

Total Buy Value

$527.1M

Total Sell Value

New buy6
Trim21
Add5
Sold out3

11

Net Buyers

24

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHARF ETF (KAT)?
Major stakeholders currently include Scharf Investments, LLC ($244.4M), Focus Partners Wealth ($134.1M), Morgan Stanley ($56.3M). Based on the latest 13F filings, there are a total of 41 tracked investment funds and institutions maintaining positions in KAT.
What is the overall institutional sentiment toward KAT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $31.8M, driven by 11 managers accumulating shares while 24 reduced their exposure.
Which institutions have been selling or reducing their KAT positions?
In the latest period, 21 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $527.1M.
Are there any notable investors adding KAT to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.0M.

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