IP
KAT

Intellectus Partners’s Scharf ETF KAT Stock Holding History

Intellectus Partners’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 		$11.5M Sell
215,504
-7,215
-3% -$403K 2.36% 7
2025
Q4 		$12.2M Sell
222,719
-18,536
-8% -$1.02M 2.37% 7
2025
Q3 		$13.6M Buy
+241,255
New +$13.3M 2.63% 5

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
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
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

Intellectus Partners's KAT Position: Q1 2026 in Review

Intellectus Partners reduced its Scharf ETF (KAT) stake by 3.2% in Q1 2026, selling an estimated $403K and leaving 215,504 shares worth $11.5M. The position accounts for 2.36% of the portfolio, ranked #7.

Intellectus Partners first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.6M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Intellectus Partners held 215,504 shares of Scharf ETF worth $11.5M as of Q1 2026.
  • Intellectus Partners sold 7,215 Scharf ETF shares in Q1 2026, an estimated $403K.
  • Scharf ETF made up 2.36% of Intellectus Partners's portfolio in Q1 2026, its #7 holding.
  • Intellectus Partners first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Intellectus Partners's Scharf ETF position peaked at $13.6M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.