KAT · Scharf ETF ETF
$58.56
-0.38 (-0.64%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,177,376
Total Shares: 58,775
Holder Concentration
Across 2 13F filersTop Holder
88.9%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
8,026
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC KAT | $2,824,635 | 88.90% | 52,250 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC KAT | $352,741 | 11.10% | 6,525 | Shares | 2026-09-02 |