Scharf ETF
$58.15-0.9%
-$27.9M
Net Activity
-5.69% total shares
Institutions Holding
37
Popularity Rank
#6948
Avg Weight
0.32%
Total Value
$477.8M
37 institutions currently hold KAT, with 4 net buyers and 31 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Decreased
Based on recent trading activity
Net Selling Institutions
31
Net Buying Institutions
4
Top 5 by Value
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Across its top 20 institutional holders, KAT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).
KAT ranks #6948 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
KAT is a top-conviction position for Scharf Investments, LLC — at 7.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Ashton Thomas Securities, LLC has added to its KAT position for two straight quarters, increasing it by $34.5K to reach $783.7K today.
Focus Partners Wealth has trimmed its KAT position for two straight quarters, cutting it by $19.9M while still holding $126.1M.
KAT is down 0.9% today, and institutions have been net sellers of $27.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$10.1M
Total Buy Value
$42.6M
Total Sell Value
4
Net Buyers
31
Net Sellers
KAT
Q2 2026
Top 5 Institutional Movers
-$10.3M
-$8.1M
-$5.4M
-$3.9M
KAT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
00770X220
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,252
Total reported value
$1.3T
Held by 5252 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,145
Total reported value
$670.7B
Held by 5145 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Access KAT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/KATCLI
npx alphasmo stocks get KAT