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
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 $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
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

LPL Financial's KAT Position: Q1 2026 in Review

LPL Financial increased its Scharf ETF (KAT) stake by 5.9% in Q1 2026, buying an estimated $48.6K and bringing the position to 15,682 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

LPL Financial first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • LPL Financial held 15,682 shares of Scharf ETF worth $840K as of Q1 2026.
  • LPL Financial bought 871 Scharf ETF shares in Q1 2026, an estimated $48.6K.
  • Scharf ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4332 holding.
  • LPL Financial first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.