| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SCHARF INVESTMENTS, LLC | $238.9M | 4.4M | ▼−3.0% Reduced · −139K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $134.1M | 2.5M | ▼−5.7% Reduced · −152K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $56.3M | 1.0M | ▼−7.2% Reduced · −81K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $9.4M | 176K | ▼−4.4% Reduced · −8K sh | Q1 2026 | |
| 5 | Quantinno Capital Management LP | $4.5M | 83K | ▲New +83K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $4.2M | 79K | ▲+26% Added · +16K sh | Q1 2026 | |
| 7 | Roehl & Yi Investment Advisors, LLC | $3.9M | 74K | ▼−1.3% Reduced · −993 sh | Q1 2026 | |
| 8 | Corient Private Wealth LLC | $2.8M | 53K | ▼−8.1% Reduced · −5K sh | Q1 2026 | |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $2.8M | 52K | ▼−31% Reduced · −23K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $2.8M | 51K | ▲+76% Added · +22K sh | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $2.7M | 50K | ▲New +50K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.5M | 46K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 13 | Ashton Thomas Private Wealth, LLC | $2.0M | 38K | ▼−2.3% Reduced · −895 sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 22K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $989K | 18K | ▼−0.5% Reduced · −98 sh | Q1 2026 | |
| 16 | LPL Financial LLC | $840K | 16K | ▲+5.9% Added · +871 sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843K | 15K | ▼−5.7% Reduced · −904 sh | Q2 2026 | |
| 18 | ASHTON THOMAS SECURITIES, LLC | $777K | 15K | ▲+6.5% Added · +882 sh | Q1 2026 | |
| 19 | Summit Financial, LLC | $476K | 9K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 20 | MGO ONE SEVEN LLC | $422K | 8K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 21 | Summit Trail Advisors, LLC | $351K | 7K | ▲New +7K sh | Q1 2026 | |
| 22 | EXENCIAL WEALTH ADVISORS, LLC | $276K | 5K | —Held | Q1 2026 | |
| 23 | Mariner, LLC | $260K | 5K | ▼−91% Reduced · −50K sh | Q1 2026 | |
| 24 | Apollon Wealth Management, LLC | $241K | 5K | —Held | Q1 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $215K | 4K | ▼−8.3% Reduced · −363 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $6.1B |
| MICROSOFT CORPMSFT | 14 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.4B |
| BROADCOM INCAVGO | 14 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $1.1B |
| EXXON MOBIL CORPXOM | 14 funds | $1.0B |
| MASTERCARD INC - AMA | 14 funds | $943.4M |
| ELI LILLY & COLLY | 14 funds | $888.7M |
| VISA INC-CLASS A SHARESV | 14 funds | $830.4M |
| LOCKHEED MARTIN CORPLMT | 14 funds | $732.3M |
| UNITEDHEALTH GROUP INCUNH | 14 funds | $673.3M |
Ranked by how many of KAT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| KATthis pagemc | 37 funds | $474.4M |
| GKATSCHARF GLOBAL | 6 funds | $133.8M |
| LCLGLOGAN CAP BRD IN | 2 funds | $66.7M |
| PZIEXMutual Funds | 2 funds | $27.9M |
| 00770X253VOX POPULI ETF | 1 funds | $684K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KAT/capital-change-brief"
Use Arkolith's capital_change_brief for KAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for KAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.