Scharf ETF (KAT)

CUSIP: 00770X220 | NYSE | 48 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Cambridge Investment Research Advisors, Inc.171,599

0.1% of portfolio$9.7M

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,012

0.0% of portfolio$2.0M

Ashton Thomas Private Wealth, LLC30,385

0.0% of portfolio$1.7M

Creative Planning17,471

0.0% of portfolio$984.3K

Wealth Enhancement Advisory Services, LLC15,083

0.0% of portfolio$866.7K

Ashton Thomas Securities, LLC13,092

0.1% of portfolio$737.5K

Thrivent Financial for Lutherans7,807

0.0% of portfolio$440.0K

MGO One Seven LLC7,042

0.0% of portfolio$396.7K

Greenwood Capital Associates LLC4,645

0.0% of portfolio$261.7K

Apollon Wealth Management, LLC4,058

0.0% of portfolio$228.6K

Abound Wealth Management3,292

0.0% of portfolio$185.5K

Pinnacle Bancorp, Inc.2,296

0.0% of portfolio$129.3K

US Bancorp \de\1,269

0.0% of portfolio$71.5K

Fifth Third Bancorp1,250

0.0% of portfolio$70.4K

IFP Advisors, Inc255

0.0% of portfolio$14.4K

Assetmark, Inc161

0.0% of portfolio$9.1K

				Style	Turnover	Location	Filed
Cambridge Investment Research Advisors, Inc.	171,599	$9.7M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	35,012	$2.0M	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
Ashton Thomas Private Wealth, LLC	30,385	$1.7M	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Creative Planning	17,471	$984.3K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Wealth Enhancement Advisory Services, LLC	15,083	$866.7K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Ashton Thomas Securities, LLC	13,092	$737.5K	0.1%	ETF	Medium	Rochester, NY	2026-10-26
Thrivent Financial for Lutherans	7,807	$440.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
MGO One Seven LLC	7,042	$396.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Greenwood Capital Associates LLC	4,645	$261.7K	0.0%	Core	Medium	Greenwood, SC	2026-10-27
Apollon Wealth Management, LLC	4,058	$228.6K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Abound Wealth Management	3,292	$185.5K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Pinnacle Bancorp, Inc.	2,296	$129.3K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
US Bancorp \de\	1,269	$71.5K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Fifth Third Bancorp	1,250	$70.4K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
IFP Advisors, Inc	255	$14.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Assetmark, Inc	161	$9.1K	0.0%	ETF	Low	Concord, CA	2026-10-21