Scharf ETF (KAT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

47th percentile

11 buying25 selling

+6

New

-4

Closed

-338,823

Net shares

Ownership Concentration

Top 5: 90.7%Top 10: 95.9%

SCHARF INVESTMENTS,48.6%

Focus Partners Wealth26.7%

MORGAN STANLEY11.2%

Intellectus Partners,2.3%

HighTower Advisors,1.9%

Others (36)9.3%

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Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 1.16%Max: 7.53%High conviction (>1%): 3

SCHARF INVESTMENTS,

Focus Partners Wealth

MORGAN STANLEY

Intellectus Partners,

HighTower Advisors,

Cambridge Investment Research Advisors,

Quantinno Capital Management

CITADEL ADVISORS

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Roehl & Yi Investment Advisors,

Institutional Trends (3 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

47th percentile

11 buying25 selling

+6

New

-4

Closed

-338,823

Net shares

Ownership Concentration

Top 5: 90.7%Top 10: 95.9%

SCHARF INVESTMENTS,48.6%

Focus Partners Wealth26.7%

MORGAN STANLEY11.2%

Intellectus Partners,2.3%

HighTower Advisors,1.9%

Others (36)9.3%

Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

47th percentile

11 buying25 selling

+6

New

-4

Closed

-338,823

Net shares

Ownership Concentration

Top 5: 90.7%Top 10: 95.9%

SCHARF INVESTMENTS,48.6%

Focus Partners Wealth26.7%

MORGAN STANLEY11.2%

Intellectus Partners,2.3%

HighTower Advisors,1.9%

Others (36)9.3%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position