Mariner
KAT

Mariner’s Scharf ETF KAT Stock Holding History

Mariner’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 		$363K Buy
6,718
+1,862
+38% +$102K ﹤0.01% 2686
2026
Q1 		$260K Sell
4,856
-49,861
-91% -$2.78M ﹤0.01% 2998
2025
Q4 		$3.01M Buy
54,717
+49,862
+1,027% +$2.73M ﹤0.01% 1274
2025
Q3 		$273K Buy
+4,855
New +$268K ﹤0.01% 2890

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

Mariner's KAT Position: Q2 2026 in Review

Mariner increased its Scharf ETF (KAT) stake by 38% in Q2 2026, buying an estimated $102K and bringing the position to 6,718 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Mariner first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.01M in Q4 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Mariner held 6,718 shares of Scharf ETF worth $363K as of Q2 2026.
  • Mariner bought 1,862 Scharf ETF shares in Q2 2026, an estimated $102K.
  • Scharf ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2686 holding.
  • Mariner first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Mariner's Scharf ETF position peaked at $3.01M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.