Who owns KAT
Which tracked institutional funds hold KAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on KAT is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 10 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KAT’s largest tracked holder by dollar value, Scharf Investments, LLC, sizes it at 7.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 35 tracked filers holding KAT, 3 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KAT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- HighTower Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$9M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$10M
Largest trims
- MORGAN STANLEY$10M
- Focus Partners Wealth$8M
- Scharf Investments, LLC$5M
- CITADEL ADVISORS LLC$4M
- JANE STREET GROUP, LLC$2M
- Quantinno Capital Management LP$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Scharf Investments, LLC trimmed | 4,419,958 | $239M | 49.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 2,332,145 | $126M | 26.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 851,022 | $46M | 9.6% | 2026-Q2 |
| Intellectus Partners, LLC trimmed | 207,937 | $11M | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 202,045 | $11M | 2.3% | 2026-Q2 |
| Roehl & Yi Investment Advisors, LLC trimmed | 71,856 | $4M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 55,838 | $3M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 52,250 | $3M | 0.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 52,039 | $3M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC | 49,597 | $3M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,228 | $2M | 0.5% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 36,315 | $2M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,951 | $970K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,073 | $843K | 0.2% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 14,497 | $784K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 14,412 | $779K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 7,727 | $418K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,458 | $403K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 6,718 | $363K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,621 | $358K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,525 | $353K | 0.1% | 2026-Q2 |
| Ridge Creek Global, Inc | 5,348 | $289K | 0.1% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 5,145 | $278K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 4,058 | $219K | 0.0% | 2026-Q2 |
| Abound Wealth Management trimmed | 3,428 | $185K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 2,296 | $124K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,310 | $71K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,269 | $69K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 583 | $32K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 255 | $14K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 210 | $11K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 201 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 161 | $9K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 67 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 34 | $2K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 175,943 | $9M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 173,579 | $9M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| Summit Trail Advisors, LLC new | 6,545 | $351K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC | 5,145 | $276K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 4,008 | $215K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,000 | $107K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC trimmed | 3 | $161 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 13,467 | $741K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans new | 6,990 | $384K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 1,327 | $73K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TUCKER ASSET MANAGEMENT LLC new | 22 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC new | 4,272 | $240K | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.