How many institutions own KAT stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own KAT shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Scharf ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in KAT by -78.21% restricting it's holding to 34 shares of worth nearly $1.84K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also lessened -5.66% of the KAT shares from its portfolio, reducing its holding to 15.07 thousand shares of worth $843.03K. EXCEL SECURITIES & ASSOCIATES, INC. also shunned KAT shares holding by -0.05% last quarter which brought its holding to 14.5 thousand shares worth $783.71K.

Investors who are buying KAT stock?

As per its latest 13F filing, GREENWOOD CAPITAL ASSOCIATES LLC increased its stake in KAT by 100% in the last quarter. The institutional holder raised its holding to 5.15 thousand shares having worth more than $278.14K. MARINER, LLC also added 38.34% more shares of KAT to its portfolio, raising its holding to 6.72 thousand shares of worth $363.18K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also increased its KAT shares holding by 800.34% which brought its holding to 202.05 thousand shares worth $10.92M.

KAT's major insiders: who are they?

The insider with the most stakes in KAT is N/A , N/A at the company. Additionally, KAT stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell KAT stock?

Company executives, directors, and other insiders own N/A percent of Scharf ETF's stock. Within the last six months, there have been 0 transaction(s) in which KAT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased KAT stock?

There have been 0 transaction(s) during the past 6-months in which Scharf ETF insiders have bought stock, totalling 0 shares

How much of KAT does insiders own?

Around 0 Scharf ETF shares are held by insiders, which represents about N/A of KAT stock.

Who is the insider with the largest stake?

KAT N/A, N/A holds the largest portfolio of the company's shares. KAT shares owned by N/A total nearly -.

Which institution holds the most shares in KAT?

UBS GROUP AG is the largest institutional owner in KAT which holds 34 shares worth $1.84K or 0% of the total KAT shares outstanding followed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with ownership of 15.07 thousand shares representing 0.13% of the KAT ownership. EXCEL SECURITIES & ASSOCIATES, INC. is the third largest stakeholder with 14.5 thousand shares or 0.13% of the ownership worth more than $783.71K.

Is Scharf ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the KAT is concerned, it is a stock which is optionable.

Is there a short position on KAT's shares?

Number of KAT shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding KAT shares are there?

As of today, N/A shares of KAT are outstanding.

Is there many float in KAT stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, KAT has N/A shares in float.

KAT short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for KAT is N/A.

Scharf ETF (KAT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 34 shares valued at $1.84K. A 0% stake in Scharf ETF is owned by the company. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC owns 15.07K shares valued at $843.03K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	UBS GROUP AG	0%	34	1.84K	-122	-78.21%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	15.07K	843.03K	-904	-5.66%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.13%	14.5K	783.71K	-7	-0.05%
Jun 30, 2026	LPL FINANCIAL LLC	0.13%	14.41K	779.11K	-1.27K	-8.10%
Jun 30, 2026	MGO ONE SEVEN LLC	0.07%	7.73K	417.72K	-144	-1.83%
Jun 30, 2026	RIDGE CREEK GLOBAL, INC	0.05%	5.35K	289.11K	0	0
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.04%	4.06K	219.38K	-445	-9.88%
Jun 30, 2026	ABOUND WEALTH MANAGEMENT	0.03%	3.43K	185.32K	-184	-5.09%
Jun 30, 2026	PINNACLE BANCORP, INC.	0.02%	2.3K	124.12K	0	0
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.01%	583	31.52K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0%	255	13.79K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	210	11.36K	0	0
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.07%	7.46K	403.18K	-1.43K	-16.05%
Jun 30, 2026	JANE STREET GROUP, LLC	0.06%	6.62K	357.93K	-44.73K	-87.11%
Jun 30, 2026	CITADEL ADVISORS LLC	0.06%	6.53K	352.74K	-72.07K	-91.70%
Jun 30, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.05%	5.15K	278.14K	5.15K	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	1.31K	70.82K	0	0
Jun 30, 2026	US BANCORP \DE\	0.01%	1.27K	68.6K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0%	201	10.88K	0	0
Jun 30, 2026	ASSETMARK, INC	0%	161	8.7K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	67	3.63K	-563	-89.37%
Jun 30, 2026	SCHARF INVESTMENTS, LLC	38.75%	4.42M	238.94M	-139.32K	-3.06%
Jun 30, 2026	COLONY GROUP, LLC	20.44%	2.33M	126.08M	-170.59K	-6.82%
Jun 30, 2026	MORGAN STANLEY	7.46%	851.02K	46.01M	-198.92K	-18.95%
Jun 30, 2026	MARINER, LLC	0.06%	6.72K	363.18K	1.86K	+38.34%
Jun 30, 2026	INTELLECTUS PARTNERS, LLC	1.82%	207.94K	11.24M	-7.57K	-3.51%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.77%	202.05K	10.92M	179.6K	+800.34%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.55%	176.66K	9.55M	716	+0.41%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.45%	165.38K	8.94M	-8.2K	-4.72%
Jun 30, 2026	ROEHL & YI INVESTMENT ADVISORS, LLC	0.63%	71.86K	3.88M	-1.66K	-2.26%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.49%	55.84K	3.02M	-27.27K	-32.81%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.46%	52.25K	2.82M	-271	-0.52%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.46%	52.04K	2.81M	-23.43K	-31.04%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.43%	49.6K	2.68M	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	44.23K	2.39M	-1.68K	-3.67%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.32%	36.32K	1.96M	-1.9K	-4.97%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.16%	17.95K	970.44K	-511	-2.77%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	4.5K	247.67K	0	0
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.04%	4.37K	240.39K	-4	-0.09%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	210	11.55K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	3.55K	195.03K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.58%	184.02K	10.12M	1.01K	+0.55%
Dec 31, 2025	ROEHL & YI INVESTMENT ADVISORS, LLC	0.64%	74.51K	4.1M	-449	-0.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	13.47K	740.7K	13.47K	+100.00%
Dec 31, 2025	RIDGE CREEK GLOBAL, INC	0.05%	5.35K	294.15K	5.35K	+100.00%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.04%	5.15K	282.98K	0	0
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.49%	57.17K	3.14M	4.11K	+7.74%
Dec 31, 2025	ABOUND WEALTH MANAGEMENT	0.03%	3.76K	206.86K	-150	-3.84%
Dec 31, 2025	SCHARF INVESTMENTS, LLC	40.37%	4.7M	258.56M	-396.67K	-7.78%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.61%	187.36K	10.31M	-7.91K	-4.05%
Dec 31, 2025	INTELLECTUS PARTNERS, LLC	1.91%	222.72K	12.25M	-18.54K	-7.68%
Dec 31, 2025	PINNACLE BANCORP, INC.	0.02%	2.3K	126.28K	2.3K	+100.00%
Dec 31, 2025	COMERICA BANK	0.01%	1.33K	72.99K	-3	-0.23%
Dec 31, 2025	US BANCORP \DE\	0.01%	1.27K	69.8K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	625	34.39K	0	0
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.01%	583	32.07K	0	0
Dec 31, 2025	COLONY GROUP, LLC	22.8%	2.65M	146.01M	536.57K	+25.33%
Dec 31, 2025	JANE STREET GROUP, LLC	0.25%	29.18K	1.6M	-63.05K	-68.36%
Dec 31, 2025	MGO ONE SEVEN LLC	0.08%	9.3K	511.4K	-1.25K	-11.84%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	6.99K	384K	6.99K	+100.00%
Dec 31, 2025		0.05%	5.35K	294.15K	5.35K	+100.00%
Dec 31, 2025	MORGAN STANLEY	9.71%	1.13M	62.2M	-118.07K	-9.45%
Dec 31, 2025	MARINER, LLC	0.47%	54.72K	3.01M	49.86K	+1,027.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	48.08K	2.64M	4.09K	+9.30%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.34%	39.11K	2.15M	0	0
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.02%	119.25K	6.56M	119.25K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.54%	62.34K	3.43M	62.34K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	25.17K	1.38M	21.54K	+594.15%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	18.56K	1.02M	-1.11K	-5.62%
Dec 31, 2025	LPL FINANCIAL LLC	0.13%	14.81K	814.62K	627	+4.42%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.12%	13.62K	749.22K	2.87K	+26.65%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.09%	9.95K	547.38K	-1.39K	-12.27%
Dec 31, 2025	FMR LLC	0%	234	12.87K	0	0
Dec 31, 2025	UBS GROUP AG	0%	328	18.04K	-61.34K	-99.47%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	201	11.06K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	161	8.86K	-85	-34.55%
Dec 31, 2025	TUCKER ASSET MANAGEMENT LLC	0%	22	1.21K	22	+100.00%

KAT Stock Ownership Breakdown

Scharf ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions