KadantKAI
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 281 institutions reported holding Kadant Inc. (KAI) in their 13F filings, up 24 from Q2 2024. 43 opened new positions and 20 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($461.7M), Wasatch Advisors LP ($388.5M) and Vanguard Group Inc. ($329.6M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jeremy Grantham (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $24.8M |
| Exits | 20 | $11.0M |
All 13F filers, Q2 2024 → Q3 2024: 634,739 shares bought and 371,929 shares sold, net +262,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Kayne Anderson Rudnick Investment Management LLC | 1.02% | Add +1.2% | 1,366,071 | $461.7M |
| Wasatch Advisors LP | 1.90% | Reduce -4.2% | 1,149,512 | $388.5M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 975,006 | $329.6M |
| BlackRock, Inc. | 0.01% | — | 958,549 | $324.0M |
| Neuberger Berman Group LLC | 0.21% | Reduce -2.9% | 813,033 | $274.8M |
| Capital International Investors | 0.04% | Add +0.8% | 634,307 | $214.4M |
| Chevy Chase Trust Holdings, LLC | 0.50% | Reduce -1.5% | 484,593 | $163.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.8% | 316,928 | $107.1M |
| Macquarie Group Ltd. | 0.12% | Reduce -2.1% | 315,130 | $106.5M |
| Capital World Investors | 0.02% | Add +10.3% | 313,349 | $105.9M |
| Brown Advisory Inc. | 0.13% | Reduce -0.3% | 310,318 | $104.9M |
| Riverbridge Partners LLC | 1.32% | Add +45.3% | 293,048 | $99.1M |
| State Street Corp. | 0.00% | Add +2.3% | 280,797 | $94.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -10.0% | 266,986 | $90.3M |
| Royce & Associates LP | 0.74% | Reduce -9.9% | 241,318 | $81.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -4.3% | 208,505 | $70.5M |
| Brown Brothers Harriman & Co. | 0.44% | No change | 192,959 | $65.2M |
| Ameriprise Financial Inc. | 0.01% | Add +20.1% | 168,847 | $57.1M |
| Northern Trust Corp. | 0.01% | Add +11.7% | 146,436 | $49.5M |
| FMR LLC | 0.00% | Add +1.1% | 144,344 | $48.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 134,974 | $45.6M |
| Norges Bank | 0.01% | No change | 134,871 | $45.6M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -1.1% | 131,449 | $44.4M |
| Janus Henderson Group PLC | 0.02% | Add +1.6% | 130,291 | $44.0M |
| Champlain Investment Partners, LLC | 0.25% | Add +34.8% | 122,624 | $41.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 121,241 | $41.0M |
| Handelsbanken Fonder AB | 0.15% | Reduce -8.3% | 110,779 | $37.4M |
| Sei Investments Co. | 0.04% | Add +31.4% | 98,533 | $33.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.1% | 97,505 | $33.0M |
| Morgan Stanley | 0.00% | Add +25.7% | 95,800 | $32.4M |
| DF Dent & Co. Inc. | 0.34% | Add +64.1% | 83,163 | $28.1M |
| Raymond James & Associates | 0.02% | Reduce -3.9% | 80,876 | $27.3M |
| Bank of America Corp. | 0.00% | Add +15.1% | 77,584 | $26.2M |
| Curi Capital, LLC | 0.60% | Add +2.0% | 77,552 | $26.2M |
| Aberdeen Group plc | 0.04% | Add +1.1% | 71,495 | $24.2M |
| Pictet Asset Management Holding SA | 0.03% | Add +2.6% | 71,006 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +60.4% | 64,722 | $21.9M |
| Royal Bank of Canada | 0.00% | Add +253.8% | 63,273 | $21.4M |
| Mountain Pacific Investment Advisers LLC | 1.42% | Add +1.0% | 61,652 | $20.8M |
| UBS Group AG | 0.01% | Add +8.7% | 59,946 | $20.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.5% | 54,700 | $18.5M |
| GMO | 0.05% | Add +10.5% | 51,802 | $17.5M |
| Legal & General Group Plc | 0.00% | Add +5.7% | 42,760 | $14.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -11.4% | 41,843 | $14.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.6% | 40,673 | $13.7M |
| F/m Investments LLC | 0.40% | Reduce -18.9% | 37,274 | $12.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +145.6% | 35,203 | $11.9M |
| Erste Asset Management GmbH | 0.14% | Reduce -4.9% | 33,859 | $11.3M |
| Segall Bryant & Hamill, LLC | 0.15% | New | 33,153 | $11.2M |
| Dudley & Shanley, Inc. | 1.72% | Add +196.7% | 32,500 | $11.0M |
| Paradigm Capital Management Inc. | 0.49% | Reduce -1.2% | 32,400 | $11.0M |
| Balyasny Asset Management L.P. | 0.03% | Add +375.5% | 31,828 | $10.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.3% | 31,274 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 30,942 | $10.5M |
| Invesco Ltd. | 0.00% | Add +168.9% | 28,871 | $9.8M |
| Eagle Asset Management Inc. | 0.05% | Reduce -25.0% | 23,673 | $9.5M |
| EULAV Asset Management | 0.23% | No change | 27,800 | $9.4M |
| AXA S.A. | 0.03% | Reduce -4.3% | 26,703 | $9.0M |
| ProShare Advisors LLC | 0.02% | Add +21.7% | 25,327 | $8.6M |
| Tudor Investment Corporation | 0.09% | Add +4.5% | 24,386 | $8.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.0% | 23,853 | $8.1M |
| Aptus Capital Advisors, LLC | 0.12% | Add +15.5% | 23,585 | $8.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -32.9% | 23,500 | $7.9M |
| Blair William & Co. | 0.02% | Reduce -2.6% | 23,160 | $7.8M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 23,000 | $7.8M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +40.3% | 20,440 | $6.9M |
| Barclays PLC | 0.00% | Reduce -5.2% | 19,794 | $6.7M |
| Regions Financial Corp. | 0.04% | Add +2.0% | 18,499 | $6.3M |
| Rhumbline Advisers | 0.01% | Reduce -4.5% | 18,179 | $6.1M |
| Man Group plc | 0.02% | Reduce -10.3% | 17,688 | $6.0M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.06% | — | 17,299 | $5.8M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Reduce -8.4% | 17,299 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -43.6% | 16,051 | $5.4M |
| GHP Investment Advisors, Inc. | 0.24% | Reduce -1.9% | 15,314 | $5.2M |
| Citigroup Inc. | 0.00% | Add +223.1% | 14,893 | $5.0M |
| ArrowMark Colorado Holdings LLC | 0.06% | Reduce -17.6% | 14,403 | $4.9M |
| Millennium Management | 0.00% | Add +89.7% | 14,363 | $4.9M |
| Select Equity Group, L.P. | 0.02% | Reduce -4.1% | 12,974 | $4.4M |
| Dark Forest Capital Management LP | 0.56% | Add +189.4% | 12,869 | $4.3M |
| Jane Street Group, LLC | 0.01% | Reduce -43.3% | 12,423 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 12,373 | $4.2M |
| Confluence Investment Management LLC | 0.06% | Reduce -7.3% | 12,326 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -25.7% | 11,721 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | Add +17.5% | 11,367 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 11,106 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -21.4% | 10,918 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.5% | 10,841 | $3.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -42.4% | 10,645 | $3.6M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.36% | Add +139.8% | 10,337 | $3.5M |
| SG Americas Securities, LLC | 0.01% | New | 10,335 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +0.2% | 9,689 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -59.8% | 9,000 | $3.0M |
| King Luther Capital Management Corp. | 0.01% | Add +0.7% | 7,156 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +27.7% | 7,023 | $2.4M |
| Citadel Advisors | 0.00% | Add +3217.8% | 6,901 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -7.5% | 6,835 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 6,766 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.8% | 6,633 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.3% | 6,562 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.0% | 6,409 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.4% | 6,304 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 6,269 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -26.2% | 6,248 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.2% | 6,186 | $2.1M |
| PDT Partners, LLC | 0.17% | Reduce -23.5% | 5,819 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +4.7% | 5,564 | $1.9M |
| Zhang Financial LLC | 0.11% | Reduce -5.4% | 5,216 | $1.8M |
| West Coast Financial LLC | 0.19% | Reduce -9.3% | 5,003 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,855 | $1.6M |
| Oak Associates Ltd. | 0.11% | No change | 4,668 | $1.6M |
| Creative Planning | 0.00% | Add +17.1% | 4,511 | $1.5M |
| QSV Equity Investors LLC | 1.43% | Reduce -15.7% | 4,503 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 4,510 | $1.5M |
| Comerica Bank | 0.01% | Add +8.5% | 4,322 | $1.5M |
| Trust Point Inc. | 0.11% | Add +1.1% | 4,178 | $1.4M |
| HRT Financial LP | 0.01% | New | 3,949 | $1.3M |
| Jump Financial, LLC | 0.03% | New | 3,927 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 3,810 | $1.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.1% | 3,736 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -28.9% | 3,699 | $1.3M |
| ClariVest Asset Management LLC | 0.12% | No change | 4,160 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +3.5% | 3,501 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +14.0% | 3,476 | $1.2M |
| LaFleur & Godfrey LLC | 0.16% | Reduce -5.0% | 3,408 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +3.1% | 3,381 | $1.1M |
| Clean Yield Group | 0.36% | No change | 3,335 | $1.1M |
| Inspire Advisors, LLC | 0.12% | Reduce -4.8% | 2,993 | $1.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 2,848 | $963K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,793 | $944K |
| Vancity Investment Management Ltd | 0.11% | Reduce -52.0% | 2,742 | $927K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.1% | 2,133 | $894K |
| M&T Bank Corp | 0.00% | Reduce -5.0% | 2,476 | $837K |
| Intech Investment Management LLC | 0.01% | New | 2,384 | $806K |
| Bleakley Financial Group, LLC | 0.02% | Add +9.7% | 2,380 | $804K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -72.8% | 2,364 | $799K |
| Henshaw Capital LLC | 0.03% | No change | 2,287 | $773K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 2,254 | $762K |
| D. E. Shaw & Co. | 0.00% | Reduce -6.7% | 2,224 | $752K |
| AQR Capital Management | 0.00% | Reduce -12.6% | 2,215 | $749K |
| Sheets Smith Wealth Management | 0.09% | Add +22.7% | 2,170 | $733K |
| Bessemer Group Inc. | 0.00% | Add +38.2% | 2,093 | $707K |
| Curated Wealth Partners LLC | 0.09% | Add +0.2% | 1,973 | $667K |
| US Bancorp \de | 0.00% | Add +6.4% | 1,933 | $653K |
| Captrust Financial Advisors | 0.00% | New | 1,904 | $644K |
| Mirova | 0.11% | No change | 1,864 | $630K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.8% | 1,774 | $600K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -5.8% | 1,777 | $599K |
| Lazard Freres Gestion S.A.S. | 0.01% | Add +8.8% | 1,740 | $588K |
| Synovus Financial Corp. | 0.01% | New | 1,732 | $585K |
| Yarbrough Capital, LLC | 0.02% | No change | 1,724 | $583K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +18.4% | 1,632 | $552K |
| HighTower Advisors, LLC | 0.00% | Add +120.1% | 1,618 | $546K |
| Cerity Partners LLC | 0.00% | New | 1,591 | $538K |
| HSBC Holdings PLC | 0.00% | Reduce -49.3% | 1,554 | $525K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.7% | 1,388 | $469K |
| CW Advisors, LLC | 0.01% | New | 1,386 | $468K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 1,385 | $468K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,359 | $459K |
| D.A. Davidson & Co. | 0.00% | No change | 1,352 | $457K |
| Diversified Trust Co. | 0.01% | Add +65.8% | 1,336 | $452K |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 1,316 | $445K |
| Virtu Financial LLC | 0.02% | New | 1,314 | $444K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,291 | $437K |
| Raymond James Trust N.A. | 0.01% | Reduce -19.0% | 1,263 | $427K |
| Quantum Private Wealth, LLC | 0.14% | No change | 1,229 | $415K |
| Inspire Investing, LLC | 0.04% | Add +1.8% | 1,220 | $412K |
| Kolinsky Wealth Management, LLC | 0.27% | Add +0.3% | 1,209 | $409K |
| Argent Trust Co | 0.02% | Add +6.8% | 1,197 | $405K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,167 | $394K |
| Bank of Montreal | 0.00% | No change | 1,150 | $385K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -42.2% | 1,025 | $346K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.9% | 1,003 | $339K |
| Prudential Financial Inc. | 0.00% | Reduce -7.4% | 944 | $319K |
| Townsquare Capital LLC | 0.00% | Add +8.0% | 941 | $318K |
| Verition Fund Management LLC | 0.00% | New | 939 | $317K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 893 | $302K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.1% | 882 | $298K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 872 | $295K |
| Wesbanco Bank Inc. | 0.01% | No change | 850 | $287K |
| Associated Banc-Corp | 0.01% | Add +7.5% | 831 | $281K |
| Smith Shellnut Wilson LLC | 0.13% | No change | 825 | $279K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 812 | $275K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -7.4% | 804 | $272K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.1% | 793 | $268K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 810 | $266K |
| Wealth Alliance, LLC | 0.03% | Add +9.2% | 784 | $265K |
| Xponance LLC | 0.00% | Add +3.1% | 767 | $259K |
| Corton Capital Inc. | 0.12% | New | 760 | $257K |
| Mackenzie Financial Corp. | 0.00% | Add +4.0% | 759 | $257K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 750 | $254K |
| Acadian Asset Management LLC | 0.00% | New | 750 | $253K |
| Simon Quick Advisors, LLC | 0.02% | New | 715 | $242K |
| MeadowBrook Investment Advisors LLC | 0.22% | Reduce -28.1% | 708 | $239K |
| Private Advisor Group, LLC | 0.00% | No change | 701 | $237K |
| Cannon Global Investment Management, LLC | 0.57% | New | 700 | $237K |
| STRS Ohio | 0.00% | Add +16.7% | 700 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 695 | $235K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -44.5% | 694 | $235K |
| Commonwealth Equity Services, LLC | 0.00% | New | 646 | $218K |
| Cetera Investment Advisers | 0.00% | New | 640 | $216K |
| Hardy Reed LLC | 0.02% | New | 616 | $208K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 609 | $206K |
| Callan Family Office, LLC | 0.03% | New | 607 | $205K |
| Janney Montgomery Scott LLC | 0.00% | New | 598 | $202K |
| Parkside Financial Bank & Trust | 0.03% | Add +1163.6% | 556 | $188K |
| Icon Wealth Advisors, LLC | 0.02% | New | 541 | $183K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.2% | 515 | $174K |
| Fifth Third Bancorp | 0.00% | Add +38.9% | 443 | $150K |
| Amalgamated Bank | 0.00% | No change | 411 | $139K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -33.3% | 400 | $135K |
| Bokf, NA | 0.00% | Reduce -46.7% | 400 | $129K |
| Whittier Trust Co. | 0.00% | No change | 375 | $127K |
| Asset Management One Co., Ltd. | 0.00% | New | 329 | $111K |
| KBC Group NV | 0.00% | No change | 326 | $110K |
| AlphaQuest LLC | 0.01% | Reduce -22.5% | 323 | $109K |
| Harbor Investment Advisory, LLC | 0.01% | Add +30.5% | 265 | $90K |
| Eagle Bay Advisors LLC | 0.03% | Reduce -2.3% | 256 | $87K |
| Pflug Koory, LLC | 0.01% | — | 250 | $85K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 218 | $74K |
| Painted Porch Advisors LLC | 0.04% | No change | 214 | $72K |
| Park Place Capital Corp | 0.02% | Add +68.6% | 204 | $69K |
| Danske Bank A/S | 0.00% | New | 200 | $68K |
| Financial Management Professionals, Inc. | 0.01% | No change | 193 | $65K |
| IFP Advisors, Inc | 0.00% | New | 187 | $63K |
| PEAK6 Investments LLC | 0.00% | Reduce -85.5% | 185 | $63K |
| Osaic Holdings, Inc. | 0.00% | Add +55.6% | 154 | $52K |
| Quantbot Technologies LP | 0.00% | Reduce -95.2% | 148 | $50K |
| Quadrant Capital Group LLC | 0.00% | No change | 143 | $48K |
| First Horizon Advisors, Inc. | 0.00% | No change | 139 | $47K |
| HM Payson & Co. | 0.00% | No change | 130 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 126 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 130 | $41K |
| Signaturefd, LLC | 0.00% | No change | 111 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 108 | $37K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $34K |
| Harbour Investments, Inc. | 0.00% | New | 94 | $32K |
| Westside Investment Management, Inc. | 0.01% | New | 92 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 80 | $27K |
| Ashton Thomas Securities, LLC | 0.00% | New | 74 | $25K |
| V-Square Quantitative Management LLC | 0.00% | New | 71 | $24K |
| Huntington National Bank | 0.00% | Add +46.3% | 60 | $20K |
| Fourpath Capital Management, LLC | 0.00% | New | 58 | $20K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 53 | $18K |
| Allworth Financial LP | 0.00% | No change | 52 | $18K |
| Blue Trust, Inc. | 0.00% | Add +233.3% | 60 | $18K |
| Key Financial Inc | 0.00% | No change | 52 | $18K |
| Arax Advisory Partners | 0.00% | No change | 47 | $16K |
| Cwm, LLC | 0.00% | Add +30.3% | 43 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.3% | 40 | $13K |
| Venturi Wealth Management, LLC | 0.00% | New | 38 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 37 | $13K |
| GAMMA Investing LLC | 0.00% | Add +117.7% | 37 | $13K |
| National Bank of Canada | 0.00% | Reduce -2.9% | 34 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 28 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 26 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.5% | 23 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -19.1% | 17 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 16 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 14 | $5K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 12 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 12 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 12 | $4K |
| First Pacific Financial | 0.00% | No change | 10 | $3K |
| Mather Group, Llc. | 0.00% | No change | 10 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -80.4% | 9 | $3K |
| Quarry LP | 0.00% | New | 7 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 7 | $2K |
| Concord Wealth Partners | 0.00% | New | 5 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 5 | $2K |
| Northwest Financial Advisors | 0.00% | New | 3 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 3 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 3 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 3 | $1K |
| Hemington Wealth Management | 0.00% | New | 3 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 3 | $928 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 3 | $780 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $676 |
| Assetmark, Inc. | 0.00% | New | 2 | $676 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $338 |
"% of holder's portfolio" is KAI's weight in each manager's 13F, not the share of Kadant Inc. the manager owns.