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KAT

Scharf ETF
KAT

41 hedge funds and large institutions have $502M invested in Scharf ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

5% more funds holding

Funds holding: 39 → 41 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.31% less ownership

Funds ownership: 74.36% → 74.05% (-0.31%)

7% less capital invested

Capital invested by funds: $537M → $502M (-$34.9M)

76% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 21

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
5
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCM
Quantinno Capital Management
New York
+$4.64M
2
SA
Sanctuary Advisors
Indiana
+$2.77M
3
Jane Street
Jane Street
New York
+$1.24M
4
Citadel Advisors
Citadel Advisors
Florida
+$907K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$891K

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8.48M
2
SI
Scharf Investments
California
-$7.91M
3
Morgan Stanley
Morgan Stanley
New York
-$4.52M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.45M
5
Mariner
Mariner
Kansas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$260K -$2.78M -49,861 -91%
AWM
27
Apollon Wealth Management
South Carolina
$241K – – –
BCI
28
Brinker Capital Investments
Pennsylvania
$215K -$20.3K -363 -8%
AWM
29
Abound Wealth Management
Tennessee
$194K -$8.31K -149 -4%
PB
30
Pinnacle Bancorp
Nebraska
$123K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$107K -$86.3K -1,546 -44%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$70.2K +$73.1K +1,310 New
US Bancorp
33
US Bancorp
Minnesota
$68K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$33.8K +$279 +5 +0.8%
CA
35
Clearstead Advisors
Ohio
$31.2K – – –
IA
36
IFP Advisors
Florida
$13.7K +$14.2K +255 New
AF
37
Allworth Financial
California
$11.3K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$10.6K – – –
AssetMark Inc
39
AssetMark Inc
California
$8.63K – – –
UBS Group
40
UBS Group
Switzerland
$8.36K -$9.6K -172 -52%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$161 -$12.9K -231 -99%
Wells Fargo
42
Wells Fargo
California
– -$741K -13,467 Closed
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
– -$384K -6,990 Closed
1
2

KAT Hedge Fund Activity: Q1 2026 in Review

41 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Scharf ETF (KAT) for Q1 2026, worth a combined $502M — down 6.5% from $537M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KAT positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 21 trimmed.

The largest buyer was Quantinno Capital Management, opening a new position worth an estimated $4.64M. The largest seller was Focus Partners Wealth, cutting an estimated $8.48M.

  • 41 institutional investors held Scharf ETF (KAT) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $502M of Scharf ETF stock for Q1 2026, down 6.5% quarter-over-quarter.
  • 6 funds opened new Scharf ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest Scharf ETF buyer in Q1 2026 was Quantinno Capital Management, an estimated $4.64M added.
  • The largest Scharf ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $8.48M sold.

Based on aggregated 13F filings for Q1 2026.