§ EQUITY
USDKAT
SCHARF ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
7 increased/new, 20 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Scharf Investments, LLC | 4.6M | 7.5% | −3% |
| Focus Partners Wealth | 2.5M | 0.1% | −6% |
| Morgan Stanley | 1.0M | 0.0% | −54% |
| Intellectus Partners, LLC | 216K | 2.4% | −3% |
| HighTower Advisors, LLC | 176K | 0.0% | −4% |
| Quantinno Capital Management LP | 83K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for KAT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER87.0% · 31 holders
DEALER / BANK11.3% · 7 holders
SYSTEMATIC / QUANT0.9% · 1 holder
TACTICAL / MACRO0.8% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for KAT in the last 180 days.