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
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 $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Citadel Advisors's KAT Position: Q1 2026 in Review

Citadel Advisors increased its Scharf ETF (KAT) stake by 26% in Q1 2026, buying an estimated $907K and bringing the position to 78,593 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Citadel Advisors first reported a position in KAT in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Citadel Advisors held 78,593 shares of Scharf ETF worth $4.21M as of Q1 2026.
  • Citadel Advisors bought 16,249 Scharf ETF shares in Q1 2026, an estimated $907K.
  • Scharf ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4627 holding.
  • Citadel Advisors first reported a position in Scharf ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.