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KAT

Scharf ETF
KAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1
Scharf Investments
California
$287M +$281M +5,097,717 New
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$119M +$117M +2,118,196 New
Morgan Stanley
3
Morgan Stanley
New York
$70.3M +$68.9M +1,248,984 New
IP
4
Intellectus Partners
California
$13.6M +$13.3M +241,255 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11M +$10.8M +195,274 New
HighTower Advisors
6
HighTower Advisors
Illinois
$10.3M +$10.1M +183,012 New
Jane Street
7
Jane Street
New York
$5.19M +$5.09M +92,225 New
SA
8
Sanctuary Advisors
Indiana
$4.8M +$4.71M +85,316 New
RYIA
9
Roehl & Yi Investment Advisors
Oregon
$4.22M +$4.14M +74,959 New
UBS Group
10
UBS Group
Switzerland
$3.47M +$3.4M +61,667 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$2.99M +$2.93M +53,064 New
Raymond James Financial
12
Raymond James Financial
Florida
$2.48M +$2.43M +43,988 New
ATPW
13
Ashton Thomas Private Wealth
Arizona
$2.2M +$2.16M +39,108 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.11M +$1.09M +19,666 New
LPL Financial
15
LPL Financial
California
$798K +$783K +14,184 New
SF
16
Summit Financial
New Jersey
$638K +$626K +11,344 New
ATS
17
Ashton Thomas Securities
New York
$605K +$594K +10,756 New
MOS
18
MGO One Seven
Ohio
$594K +$582K +10,547 New
EWA
19
Exencial Wealth Advisors
Oklahoma
$290K +$284K +5,145 New
Mariner
20
Mariner
Kansas
$273K +$268K +4,855 New
AWM
21
Apollon Wealth Management
South Carolina
$253K +$249K +4,503 New
BCI
22
Brinker Capital Investments
Pennsylvania
$246K +$241K +4,375 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$240K +$236K +4,272 New
AWM
24
Abound Wealth Management
Tennessee
$220K +$216K +3,911 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$204K +$200K +3,626 New
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