Citadel Advisors
KAT

Citadel Advisors’s Scharf ETF KAT Stock Holding History

Citadel Advisors’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
6,525
-72,068
-92% -$3.97M ﹤0.01% 10743
2026
Q1 		$4.21M Buy
78,593
+16,249
+26% +$907K ﹤0.01% 4627
2025
Q4 		$3.43M Buy
+62,344
New +$3.42M ﹤0.01% 4920

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors's KAT Position: Q2 2026 in Review

Citadel Advisors reduced its Scharf ETF (KAT) stake by 92% in Q2 2026, selling an estimated $3.97M and leaving 6,525 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #10743.

Citadel Advisors first reported a position in KAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.21M in Q1 2026. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Citadel Advisors held 6,525 shares of Scharf ETF worth $353K as of Q2 2026.
  • Citadel Advisors sold 72,068 Scharf ETF shares in Q2 2026, an estimated $3.97M.
  • Scharf ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10743 holding.
  • Citadel Advisors first reported a position in Scharf ETF in Q4 2025 and has held it in 3 quarters since.
  • Citadel Advisors's Scharf ETF position peaked at $4.21M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.