KAT — Scharf ETF

US equity
58.89 +0.88% today
USD · as of 2026-08-21

Price · 2025-08-25 → 2026-08-21

250 daily closes shown
52w low 52.55 · high 58.89

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2025-08-25.

Performance

1 day+0.88%
1 week+0.57%
1 month+5.76%
3 months+6.77%
6 months+3.61%
Year to date+7.08%

Technicals

RSI 1470.4
vs 50-day avg+4.83%
vs 200-day avg+6.23%
Max drawdown 1y-9.25%
Avg volume 30d9.6K
Daily bars held250
History from2025-08-25

Dividends

Yield (trailing 12m)0.45%
Paid last 12m0.2625
Payments in 12m3
Paying since2025-12-30

Largest institutional holders

managervalueshares
Scharf Investments, LLC244.4M4.6M
Focus Partners Wealth134.1M2.5M
MORGAN STANLEY56.3M1.0M
Intellectus Partners, LLC11.5M215.5K
HighTower Advisors, LLC9.4M175.9K
Quantinno Capital Management LP4.5M83.1K
CITADEL ADVISORS LLC4.2M78.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4.0M75.5K
Roehl & Yi Investment Advisors, LLC3.9M73.5K
Corient Private Wealth LLC2.8M52.5K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d11.0% of tape
Days observed48

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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