Scharf ETF
KATFinancial·Exchange Traded Fund·USA·NASD·Nov 11 • 2:04 PM ET
Price
KAT against its 20, 50 and 200-day averages1.7% under the 52-week high of 61.61 on 4 Nov 2026. 52-week low 52.49 on 20 Nov 2025. Last 15 sessions, 4.6% high to low
Profile
KATScharf ETF seeks long-term capital appreciation. Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers listed on foreign exchanges (excluding depositary receipts), including up to 25% of its total assets in issuers in emerging markets.
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-15 | - | 0.0M | - | 11.87K |
| 2026-09-15 | - | 0.0M | - | 11.62K |
| 2026-08-31 | - | 0.0M | - | 12.81K |
| 2026-08-14 | - | 0.0M | - | 12.05K |
| 2026-07-31 | - | 0.0M | - | 13.00K |
| 2026-07-15 | - | 0.0M | - | 13.69K |
| 2026-06-30 | - | 0.0M | - | 15.08K |
| 2026-05-29 | - | 0.0M | - | 14.36K |
| 2026-05-15 | - | 0.0M | - | 15.78K |
| 2026-04-30 | - | 0.0M | - | 18.51K |
| 2026-04-15 | - | 0.0M | - | 18.80K |
| 2026-03-31 | - | 0.0M | - | 18.67K |
| 2026-02-27 | - | 0.0M | - | 20.26K |
| 2025-12-31 | - | 0.0M | - | 23.92K |
| 2025-11-28 | - | 0.0M | - | 26.15K |
| 2025-11-14 | - | 0.0M | - | 26.58K |
| 2025-10-31 | - | 0.0M | - | 25.93K |
| 2025-10-15 | - | 0.0M | - | 25.30K |
| 2025-09-30 | - | 0.0M | - | 26.88K |
| 2025-09-15 | - | 0.0M | - | 32.03K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| SCHARF INVESTMENTS, LLC | 36.78% |
| Focus Partners Wealth | 19.41% |
| MORGAN STANLEY | 7.08% |
| Intellectus Partners, LLC | 1.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.68% |
| HighTower Advisors, LLC | 1.53% |
| Cambridge Investment Research Advisors, Inc. | 1.50% |
| Roehl & Yi Investment Advisors, LLC | 0.60% |
| Quantinno Capital Management LP | 0.46% |
| Corient Private Wealth LP | 0.43% |
Funds
| Fund | % owned |
|---|---|
| - | |
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