LPL Financial
KAT

LPL Financial’s Scharf ETF KAT Stock Holding History

LPL Financial’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 		$779K Sell
14,412
-1,270
-8% -$69.9K ﹤0.01% 4637
2026
Q1 		$840K Buy
15,682
+871
+6% +$48.6K ﹤0.01% 4332
2025
Q4 		$815K Buy
14,811
+627
+4% +$34.4K ﹤0.01% 4272
2025
Q3 		$798K Buy
+14,184
New +$783K ﹤0.01% 4225

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

LPL Financial's KAT Position: Q2 2026 in Review

LPL Financial reduced its Scharf ETF (KAT) stake by 8.1% in Q2 2026, selling an estimated $69.9K and leaving 14,412 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

LPL Financial first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $840K in Q1 2026. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • LPL Financial held 14,412 shares of Scharf ETF worth $779K as of Q2 2026.
  • LPL Financial sold 1,270 Scharf ETF shares in Q2 2026, an estimated $69.9K.
  • Scharf ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4637 holding.
  • LPL Financial first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Scharf ETF position peaked at $840K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.