KadantKAI
13F holders, Q2 2024 (June 30)257holders −3
34new positions
39sold out
6famous investors
$293.75avg. 13F price*
At the end of Q2 2024, 257 institutions reported holding Kadant Inc. (KAI) in their 13F filings, down 3 from Q1 2024. 34 opened new positions and 39 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($396.4M), Wasatch Advisors LP ($352.6M) and Vanguard Group Inc. ($284.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Kadant Inc.
- CUSIP
- 48282T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $55.4M |
| Exits | 39 | $26.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,107,470 shares bought and 461,111 shares sold, net +646,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.97% | Add +1.2% | 1,349,437 | $396.4M |
| Wasatch Advisors LP | 1.89% | Add +24.6% | 1,200,053 | $352.6M |
| Vanguard Group Inc. | 0.01% | Add +0.0% | 967,659 | $284.3M |
| BlackRock Inc. | 0.01% | Reduce -1.9% | 956,674 | $281.1M |
| Neuberger Berman Group LLC | 0.20% | Reduce -5.1% | 837,191 | $245.9M |
| Capital International Investors | 0.04% | Add +2.8% | 629,011 | $184.8M |
| Chevy Chase Trust Holdings, LLC | 0.46% | Reduce -1.4% | 491,843 | $144.5M |
| Macquarie Group Ltd. | 0.11% | Add +0.5% | 321,900 | $94.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.9% | 314,366 | $92.4M |
| Brown Advisory Inc. | 0.12% | Add +125.4% | 311,345 | $91.5M |
| Geode Capital Management, LLC | 0.01% | Add +6.3% | 296,658 | $87.2M |
| Capital World Investors | 0.01% | Add +0.3% | 284,189 | $83.5M |
| State Street Corp. | 0.00% | Add +2.8% | 274,385 | $80.6M |
| Royce & Associates LP | 0.74% | Reduce -4.4% | 267,957 | $78.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -5.3% | 217,985 | $64.0M |
| Riverbridge Partners LLC | 0.81% | Reduce -7.7% | 201,699 | $59.3M |
| Brown Brothers Harriman & Co. | 0.43% | No change | 192,959 | $56.7M |
| FMR LLC | 0.00% | Add +1.8% | 142,715 | $41.9M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 140,604 | $41.3M |
| Wells Fargo & Company | 0.01% | Add +38.4% | 135,637 | $39.8M |
| Norges Bank | 0.01% | Add +2.7% | 134,871 | $39.6M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -3.1% | 132,980 | $39.1M |
| Northern Trust Corp. | 0.01% | Reduce -9.2% | 131,086 | $38.5M |
| Janus Henderson Group PLC | 0.02% | Add +474.4% | 128,223 | $37.7M |
| Handelsbanken Fonder AB | 0.15% | Reduce -19.8% | 120,779 | $35.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.9% | 119,100 | $35.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +46.9% | 110,926 | $32.6M |
| Champlain Investment Partners, LLC | 0.16% | New | 90,949 | $26.7M |
| Raymond James & Associates | 0.02% | Add +6.5% | 84,117 | $24.7M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 76,186 | $22.4M |
| Curi Capital, LLC | 0.54% | Add +1.9% | 76,052 | $22.3M |
| Sei Investments Co. | 0.03% | Add +28.4% | 75,004 | $22.0M |
| Aberdeen Group plc | 0.04% | Reduce -40.4% | 70,699 | $20.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -7.6% | 69,175 | $20.3M |
| Bank of America Corp. | 0.00% | Add +5.4% | 67,418 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 63,955 | $18.8M |
| Mountain Pacific Investment Advisers LLC | 1.33% | Add +1.4% | 61,039 | $17.9M |
| UBS Group AG | 0.01% | Reduce -13.0% | 55,157 | $16.2M |
| DF Dent & Co. Inc. | 0.19% | Add +16.2% | 50,672 | $14.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +87.4% | 47,219 | $13.9M |
| GMO | 0.05% | Add +6.1% | 46,888 | $13.8M |
| F/m Investments LLC | 0.49% | New | 45,937 | $13.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 41,771 | $12.3M |
| Legal & General Group Plc | 0.00% | Add +6.3% | 40,452 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 40,364 | $11.9M |
| Erste Asset Management GmbH | 0.14% | Reduce -3.6% | 35,618 | $10.4M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +55.6% | 35,000 | $10.2M |
| Paradigm Capital Management Inc. | 0.44% | No change | 32,800 | $9.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.6% | 31,380 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +124.0% | 31,360 | $9.2M |
| Eagle Asset Management Inc. | 0.05% | Add +0.1% | 31,573 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | Add +1376.9% | 28,459 | $8.4M |
| AXA S.A. | 0.02% | Add +0.2% | 27,904 | $8.2M |
| EULAV Asset Management | 0.22% | Add +48.7% | 27,800 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -16.4% | 24,338 | $7.2M |
| Blair William & Co. | 0.02% | Reduce -0.7% | 23,769 | $7.0M |
| Tudor Investment Corporation | 0.08% | Add +121.7% | 23,332 | $6.9M |
| Swiss National Bank | 0.00% | No change | 23,100 | $6.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -33.9% | 22,400 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +465.7% | 21,914 | $6.4M |
| Barclays PLC | 0.00% | Add +10.9% | 20,882 | $6.1M |
| ProShare Advisors LLC | 0.02% | Reduce -16.2% | 20,804 | $6.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +24.7% | 20,421 | $6.0M |
| Man Group plc | 0.02% | Add +1711.0% | 19,722 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +4.0% | 19,031 | $5.6M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +18.5% | 18,882 | $5.5M |
| Squarepoint Ops LLC | 0.02% | Add +51.8% | 18,490 | $5.4M |
| Regions Financial Corp. | 0.04% | Add +23.8% | 18,136 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 17,882 | $5.3M |
| ArrowMark Colorado Holdings LLC | 0.06% | Add +7.9% | 17,470 | $5.1M |
| First Trust Advisors LP | 0.00% | Add +14.2% | 15,769 | $4.6M |
| GHP Investment Advisors, Inc. | 0.23% | Reduce -3.6% | 15,614 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +61.2% | 14,573 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.7% | 14,546 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 14,334 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -42.8% | 13,895 | $4.1M |
| Select Equity Group, L.P. | 0.02% | Add +0.7% | 13,525 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -5.6% | 13,293 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 12,367 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 11,433 | $3.4M |
| Dudley & Shanley, Inc. | 0.55% | Add +18.7% | 10,955 | $3.2M |
| Invesco Ltd. | 0.00% | Reduce -73.3% | 10,738 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +0.5% | 9,673 | $2.8M |
| NewEdge Wealth, LLC | 0.06% | Reduce -2.8% | 9,673 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | New | 8,707 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -44.7% | 8,468 | $2.5M |
| Advantage Alpha Capital Partners LP | 0.52% | New | 8,133 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.0% | 7,825 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.9% | 7,692 | $2.3M |
| PDT Partners, LLC | 0.21% | Add +77.5% | 7,606 | $2.2M |
| Millennium Management | 0.00% | New | 7,570 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -14.9% | 7,393 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | Reduce -15.9% | 7,108 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -20.2% | 6,889 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +13.5% | 6,766 | $2.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +254.5% | 6,693 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 6,651 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Add +10.5% | 6,596 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | — | 6,308 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 5,991 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +175.4% | 5,627 | $1.7M |
| Zhang Financial LLC | 0.11% | No change | 5,516 | $1.6M |
| West Coast Financial LLC | 0.19% | Reduce -13.7% | 5,516 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -12.1% | 5,501 | $1.6M |
| QSV Equity Investors LLC | 1.64% | Reduce -0.7% | 5,342 | $1.6M |
| Vancity Investment Management Ltd | 0.10% | Add +85.0% | 5,716 | $1.6M |
| Atria Investments, Inc | 0.02% | New | 5,312 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +8.4% | 5,199 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 4,913 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,855 | $1.4M |
| Oak Associates Ltd. | 0.09% | No change | 4,668 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.1% | 4,650 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -87.0% | 4,610 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +16.1% | 4,466 | $1.3M |
| Dark Forest Capital Management LP | 0.24% | Add +92.8% | 4,446 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.14% | Reduce -5.2% | 4,310 | $1.3M |
| ClariVest Asset Management LLC | 0.12% | Reduce -0.2% | 4,160 | $1.2M |
| Trust Point Inc. | 0.10% | Add +1.6% | 4,133 | $1.2M |
| Comerica Bank | 0.00% | Add +1.3% | 3,984 | $1.2M |
| Edgestream Partners, L.P. | 0.06% | New | 3,950 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +3.3% | 3,907 | $1.1M |
| Creative Planning | 0.00% | Add +0.6% | 3,851 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.0% | 3,741 | $1.1M |
| LaFleur & Godfrey LLC | 0.15% | No change | 3,588 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -63.4% | 3,384 | $994K |
| Clean Yield Group | 0.37% | Reduce -2.2% | 3,335 | $980K |
| Arizona State Retirement System | 0.01% | Add +1.9% | 3,279 | $963K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1417.7% | 3,263 | $959K |
| Inspire Advisors, LLC | 0.12% | Add +0.5% | 3,143 | $923K |
| HSBC Holdings PLC | 0.00% | Add +133.3% | 3,066 | $902K |
| Quantbot Technologies LP | 0.04% | Add +1044.6% | 3,056 | $898K |
| Victory Capital Management Inc. | 0.00% | Reduce -5.4% | 3,050 | $896K |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.4% | 2,833 | $832K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -67.0% | 2,793 | $821K |
| M&T Bank Corp | 0.00% | Add +1.8% | 2,607 | $766K |
| AQR Capital Management | 0.00% | Reduce -9.8% | 2,535 | $745K |
| D. E. Shaw & Co. | 0.00% | No change | 2,384 | $700K |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -50.0% | 2,323 | $682K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.1% | 2,310 | $678K |
| Henshaw Capital LLC | 0.03% | Add +1.7% | 2,287 | $672K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -6.4% | 2,169 | $637K |
| Simplicity Wealth,LLC | 0.01% | Reduce -5.7% | 2,138 | $628K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,178 | $615K |
| Curated Wealth Partners LLC | 0.08% | — | 1,969 | $578K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.1% | 1,924 | $565K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 1,887 | $554K |
| Mirova | 0.10% | No change | 1,864 | $548K |
| US Bancorp \de | 0.00% | Add +1.0% | 1,817 | $534K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,772 | $521K |
| Sheets Smith Wealth Management | 0.06% | No change | 1,769 | $520K |
| Yarbrough Capital, LLC | 0.02% | No change | 1,724 | $506K |
| Raymond James Trust N.A. | 0.01% | Add +12.4% | 1,559 | $458K |
| Bessemer Group Inc. | 0.00% | New | 1,514 | $445K |
| State of Wisconsin Investment Board | 0.00% | Reduce -29.8% | 1,488 | $437K |
| FORA Capital, LLC | 0.05% | New | 1,469 | $432K |
| Inceptionr LLC | 0.12% | New | 1,408 | $414K |
| Lazard Freres Gestion S.A.S. | 0.01% | New | 1,600 | $409K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -30.2% | 1,385 | $407K |
| Linden Thomas Advisory Services, LLC | 0.06% | Add +10.1% | 1,379 | $405K |
| D.A. Davidson & Co. | 0.00% | No change | 1,352 | $397K |
| LPL Financial LLC | 0.00% | Add +55.2% | 1,338 | $393K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +23.5% | 1,291 | $379K |
| PEAK6 Investments LLC | 0.02% | New | 1,274 | $374K |
| Farther Finance Advisors, LLC | 0.02% | New | 1,251 | $363K |
| Quantum Private Wealth, LLC | 0.13% | Reduce -6.7% | 1,229 | $361K |
| Kolinsky Wealth Management, LLC | 0.25% | No change | 1,206 | $354K |
| Inspire Investing, LLC | 0.04% | Add +9.0% | 1,199 | $352K |
| Algert Global LLC | 0.01% | New | 1,181 | $347K |
| AlphaMark Advisors, LLC | 0.12% | New | 1,173 | $345K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,167 | $343K |
| Bank of Montreal | 0.00% | Add +12.2% | 1,150 | $338K |
| Argent Trust Co | 0.01% | Add +6.3% | 1,121 | $329K |
| Alps Advisors Inc. | 0.00% | Reduce -1.2% | 1,067 | $313K |
| Hancock Whitney Corp. | 0.01% | Reduce -43.6% | 1,055 | $310K |
| Prudential Financial Inc. | 0.00% | Add +4.8% | 1,019 | $299K |
| MeadowBrook Investment Advisors LLC | 0.28% | Add +0.4% | 984 | $289K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 929 | $273K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 893 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 877 | $258K |
| Townsquare Capital LLC | 0.00% | Add +14.6% | 871 | $256K |
| Stonegate Investment Group, LLC | 0.01% | Add +28.6% | 868 | $255K |
| Wesbanco Bank Inc. | 0.01% | No change | 850 | $250K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.4% | 830 | $244K |
| Smith Shellnut Wilson LLC | 0.12% | New | 825 | $242K |
| Diversified Trust Co. | 0.01% | New | 806 | $237K |
| Associated Banc-Corp | 0.01% | Add +25.7% | 773 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +15.8% | 760 | $223K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 750 | $220K |
| Bokf, NA | 0.00% | No change | 750 | $220K |
| Xponance LLC | 0.00% | Add +5.2% | 744 | $219K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 735 | $218K |
| Mackenzie Financial Corp. | 0.00% | No change | 730 | $214K |
| Wealth Alliance, LLC | 0.03% | Add +7.0% | 718 | $211K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 701 | $206K |
| Occudo Quantitative Strategies LP | 0.04% | New | 700 | $206K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 695 | $204K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 683 | $201K |
| STRS Ohio | 0.00% | No change | 600 | $176K |
| Canada Pension Plan Investment Board | 0.00% | New | 600 | $176K |
| AlphaQuest LLC | 0.02% | Reduce -38.5% | 417 | $123K |
| Amalgamated Bank | 0.00% | Add +3.5% | 411 | $121K |
| Whittier Trust Co. | 0.00% | No change | 375 | $110K |
| KBC Group NV | 0.00% | Add +26.4% | 326 | $96K |
| Fifth Third Bancorp | 0.00% | Add +5.3% | 319 | $94K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +226.2% | 274 | $80K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -6.8% | 262 | $77K |
| Painted Porch Advisors LLC | 0.04% | New | 214 | $63K |
| Citadel Advisors | 0.00% | Reduce -81.3% | 208 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 203 | $60K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +19.4% | 197 | $58K |
| Financial Management Professionals, Inc. | 0.01% | No change | 193 | $57K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 130 | $44K |
| Quadrant Capital Group LLC | 0.00% | No change | 143 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.8% | 139 | $41K |
| HM Payson & Co. | 0.00% | Reduce -4.4% | 130 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 126 | $37K |
| Park Place Capital Corp | 0.01% | No change | 121 | $36K |
| Signaturefd, LLC | 0.00% | Reduce -5.9% | 111 | $33K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.6% | 106 | $31K |
| Covestor Ltd | 0.02% | Reduce -66.6% | 106 | $31K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $29K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.4% | 99 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 98 | $29K |
| EntryPoint Capital, LLC | 0.01% | New | 93 | $27K |
| AdvisorNet Financial, Inc | 0.00% | No change | 80 | $24K |
| Allworth Financial LP | 0.00% | Reduce -10.3% | 52 | $17K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 53 | $16K |
| Key Financial Inc | 0.00% | No change | 52 | $15K |
| Arax Advisory Partners | 0.00% | New | 47 | $14K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.1% | 46 | $14K |
| Parkside Financial Bank & Trust | 0.00% | No change | 44 | $13K |
| Huntington National Bank | 0.00% | New | 41 | $12K |
| Rise Advisors, LLC | 0.01% | No change | 37 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 35 | $10K |
| National Bank of Canada | 0.00% | New | 35 | $10K |
| Cwm, LLC | 0.00% | Add +17.9% | 33 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 28 | $8K |
| LRI Investments, LLC | 0.00% | Add +950.0% | 21 | $6K |
| Blue Trust, Inc. | 0.00% | Add +1700.0% | 18 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 19 | $6K |
| GAMMA Investing LLC | 0.00% | Add +183.3% | 17 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 16 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 14 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 12 | $4K |
| Mather Group, Llc. | 0.00% | Reduce -64.3% | 10 | $3K |
| First Pacific Financial | 0.00% | New | 10 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 9 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $2K |
| Innealta Capital, LLC | 0.00% | New | 5 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.7% | 5 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $882 |
| Bell Investment Advisors, Inc | 0.00% | No change | 3 | $882 |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 3 | $881 |
| Global Retirement Partners, LLC | 0.00% | Add +50.0% | 3 | $881 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $588 |
| Fairscale Capital, LLC | 0.00% | — | 1 | $341 |
"% of holder's portfolio" is KAI's weight in each manager's 13F, not the share of Kadant Inc. the manager owns.