HighTower Advisors
KAT

HighTower Advisors’s Scharf ETF KAT Stock Holding History

HighTower 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 		$9.43M Sell
175,943
-8,076
-4% -$451K 0.01% 913
2025
Q4 		$10.1M Buy
184,019
+1,007
+0.6% +$55.2K 0.01% 859
2025
Q3 		$10.3M Buy
+183,012
New +$10.1M 0.01% 839

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

HighTower Advisors's KAT Position: Q1 2026 in Review

HighTower Advisors reduced its Scharf ETF (KAT) stake by 4.4% in Q1 2026, selling an estimated $451K and leaving 175,943 shares worth $9.43M. The position accounts for 0.01% of the portfolio, ranked #913.

HighTower Advisors first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.3M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • HighTower Advisors held 175,943 shares of Scharf ETF worth $9.43M as of Q1 2026.
  • HighTower Advisors sold 8,076 Scharf ETF shares in Q1 2026, an estimated $451K.
  • Scharf ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #913 holding.
  • HighTower Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • HighTower Advisors's Scharf ETF position peaked at $10.3M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.