Scharf ETF (KAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares171,599 from 165,380

Change+6,219 (+4%)

Value$9.7M (+$727.0K)

Filed 2026-11-02

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

DECREASED

Shares35,012 from 52,039

Change-17,027 (-33%)

Value$2.0M (-$840.8K)

Filed 2026-10-27

Ashton Thomas Private Wealth, LLC

DECREASED

Shares30,385 from 36,315

Change-5,930 (-16%)

Value$1.7M (-$251.4K)

Filed 2026-11-03

Creative Planning

NEW

Shares17,471

Change+17,471

Value$984.3K

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,083 from 15,073

Change+10 (+0%)

Value$866.7K (+$23.7K)

Filed 2026-10-13

Ashton Thomas Securities, LLC

DECREASED

Shares13,092 from 14,497

Change-1,405 (-10%)

Value$737.5K (-$46.2K)

Filed 2026-10-26

Thrivent Financial for Lutherans

NEW

Shares7,807

Change+7,807

Value$440.0K

Filed 2026-11-05

MGO One Seven LLC

DECREASED

Shares7,042 from 7,727

Change-685 (-9%)

Value$396.7K (-$21.0K)

Filed 2026-10-28

Greenwood Capital Associates LLC

DECREASED

Shares4,645 from 5,145

Change-500 (-10%)

Value$261.7K (-$16.5K)

Filed 2026-10-27

Apollon Wealth Management, LLC

UNCHANGED

Shares4,058 from 4,058

Change0 (0%)

Value$228.6K (+$9.2K)

Filed 2026-10-23

Abound Wealth Management

DECREASED

Shares3,292 from 3,428

Change-136 (-4%)

Value$185.5K (+$137)

Filed 2026-10-26

Pinnacle Bancorp, Inc.

UNCHANGED

Shares2,296 from 2,296

Change0 (0%)

Value$129.3K (+$5.2K)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares1,269 from 1,269

Change0 (0%)

Value$71.5K (+$2.9K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares1,250 from 1,310

Change-60 (-5%)

Value$70.4K (-$400)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$14.4K (+$580)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$9.1K (+$366)

Filed 2026-10-21

Clearstead Advisors, LLC

CLOSED

Shares0 from 583

Change-583 (-100%)

Value$0 (-$31.5K)

Filed 2026-11-06

Scharf Investments, LLC

N/A

Shares— from 4,419,958

Change-4,419,958 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 2,332,145

Change-2,332,145 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 851,022

Change-851,022 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 207,937

Change-207,937 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 202,045

Change-202,045 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 176,659

Change-176,659 (-100%)

Value—

Roehl & Yi Investment Advisors, LLC

N/A

Shares— from 71,856

Change-71,856 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 55,838

Change-55,838 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 49,597

Change-49,597 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 44,228

Change-44,228 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 17,951

Change-17,951 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 14,412

Change-14,412 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,458

Change-7,458 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,718

Change-6,718 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,621

Change-6,621 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,525

Change-6,525 (-100%)

Value—

Ridge Creek Global, Inc

N/A

Shares— from 5,348

Change-5,348 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 210

Change-210 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 201

Change-201 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 67

Change-67 (-100%)

Value—

UBS Group AG

N/A

Shares— from 34

Change-34 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	171,599	165,380	+6,219	+4%	$8.9M	$9.7M	+$727.0K	2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	35,012	52,039	-17,027	-33%	$2.8M	$2.0M	-$840.8K	2026-10-27
Ashton Thomas Private Wealth, LLC	DECREASED	30,385	36,315	-5,930	-16%	$2.0M	$1.7M	-$251.4K	2026-11-03
Creative Planning	NEW	17,471	—	+17,471	—	—	$984.3K	—	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	15,083	15,073	+10	+0%	$843.0K	$866.7K	+$23.7K	2026-10-13
Ashton Thomas Securities, LLC	DECREASED	13,092	14,497	-1,405	-10%	$783.7K	$737.5K	-$46.2K	2026-10-26
Thrivent Financial for Lutherans	NEW	7,807	—	+7,807	—	—	$440.0K	—	2026-11-05
MGO One Seven LLC	DECREASED	7,042	7,727	-685	-9%	$417.7K	$396.7K	-$21.0K	2026-10-28
Greenwood Capital Associates LLC	DECREASED	4,645	5,145	-500	-10%	$278.1K	$261.7K	-$16.5K	2026-10-27
Apollon Wealth Management, LLC	UNCHANGED	4,058	4,058	0	0%	$219.4K	$228.6K	+$9.2K	2026-10-23
Abound Wealth Management	DECREASED	3,292	3,428	-136	-4%	$185.3K	$185.5K	+$137	2026-10-26
Pinnacle Bancorp, Inc.	UNCHANGED	2,296	2,296	0	0%	$124.1K	$129.3K	+$5.2K	2026-10-21
US Bancorp \de\	UNCHANGED	1,269	1,269	0	0%	$68.6K	$71.5K	+$2.9K	2026-11-05
Fifth Third Bancorp	DECREASED	1,250	1,310	-60	-5%	$70.8K	$70.4K	-$400	2026-11-05
IFP Advisors, Inc	UNCHANGED	255	255	0	0%	$13.8K	$14.4K	+$580	2026-10-16
Assetmark, Inc	UNCHANGED	161	161	0	0%	$8.7K	$9.1K	+$366	2026-10-21
Clearstead Advisors, LLC	CLOSED	0	583	-583	-100%	$31.5K	$0	-$31.5K	2026-11-06
Scharf Investments, LLC	N/A	—	4,419,958	-4,419,958	-100%	$238.9M	—	—	—
Focus Partners Wealth	N/A	—	2,332,145	-2,332,145	-100%	$126.1M	—	—	—
Morgan Stanley	N/A	—	851,022	-851,022	-100%	$46.0M	—	—	—
Intellectus Partners, LLC	N/A	—	207,937	-207,937	-100%	$11.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	202,045	-202,045	-100%	$10.9M	—	—	—
HighTower Advisors, LLC	N/A	—	176,659	-176,659	-100%	$9.6M	—	—	—
Roehl & Yi Investment Advisors, LLC	N/A	—	71,856	-71,856	-100%	$3.9M	—	—	—
Quantinno Capital Management LP	N/A	—	55,838	-55,838	-100%	$3.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	49,597	-49,597	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	44,228	-44,228	-100%	$2.4M	—	—	—
Mercer Global Advisors Inc	N/A	—	17,951	-17,951	-100%	$970.4K	—	—	—
LPL Financial LLC	N/A	—	14,412	-14,412	-100%	$779.1K	—	—	—
Summit Financial, LLC	N/A	—	7,458	-7,458	-100%	$403.2K	—	—	—
Mariner, LLC	N/A	—	6,718	-6,718	-100%	$363.2K	—	—	—
Jane Street Group, LLC	N/A	—	6,621	-6,621	-100%	$357.9K	—	—	—
Citadel Advisors LLC	N/A	—	6,525	-6,525	-100%	$352.7K	—	—	—
Ridge Creek Global, Inc	N/A	—	5,348	-5,348	-100%	$289.1K	—	—	—
Allworth Financial LP	N/A	—	210	-210	-100%	$11.4K	—	—	—
JPMorgan Chase & Co	N/A	—	201	-201	-100%	$10.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	67	-67	-100%	$3.6K	—	—	—
UBS Group AG	N/A	—	34	-34	-100%	$1.8K	—	—	—

Showing 38 of 38 institutions