KadantKAI

13F holders, Q4 2025 (December 31)
303holders −13
32new positions
49sold out
6famous investors
$285.12avg. 13F price*

At the end of Q4 2025, 303 institutions reported holding Kadant Inc. (KAI) in their 13F filings, down 13 from Q3 2025. 32 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($494.8M), Vanguard Group Inc. ($369.9M) and Kayne Anderson Rudnick Investment Management LLC ($338.9M). 6 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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

0100200300400 Q1 2024: 260Q1 2024Q2 2024: 257Q2 2024Q3 2024: 281Q3 2024Q4 2024: 291Q4 2024Q1 2025: 313Q1 2025Q2 2025: 314Q2 2025Q3 2025: 316Q3 2025Q4 2025: 303Q4 2025Q1 2026: 321Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions32$30.8M
Exits49$129.1M

All 13F filers, Q3 2025 → Q4 2025: 818,740 shares bought and 1,219,586 shares sold, net −400,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

BlackRock, Inc. 0.01% Reduce -0.2% 1,736,069 $494.8M
Vanguard Group Inc. 0.01% Reduce -1.6% 1,297,741 $369.9M
Kayne Anderson Rudnick Investment Management LLC 0.91% Reduce -7.0% 1,189,115 $338.9M
Wasatch Advisors LP 1.55% Add +3.2% 913,206 $260.3M
Capital World Investors 0.02% Add +56.5% 494,773 $141.0M
Capital International Investors 0.02% Reduce -0.0% 477,474 $136.1M
State Street Corp. 0.00% Add +3.5% 456,721 $130.2M
Neuberger Berman Group LLC 0.09% Reduce -5.9% 402,012 $114.6M
Geode Capital Management, LLC 0.01% Add +0.7% 314,496 $89.7M
Dimensional Fund Advisors LP 0.02% Add +3.8% 279,029 $79.5M
Nomura Asset Management International Inc. 0.12% — 273,880 $78.1M
Conestoga Capital Advisors, LLC 1.04% Add +28.2% 216,204 $61.6M
Brown Advisory Inc. 0.08% Add +37.1% 205,195 $58.5M
Royce & Associates LP 0.59% Add +30.8% 204,937 $58.4M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 190,951 $54.4M
Champlain Investment Partners, LLC 0.53% Reduce -25.6% 184,546 $52.6M
Riverbridge Partners LLC 0.94% Reduce -11.3% 175,864 $50.1M
Morgan Stanley 0.00% Reduce -46.4% 171,730 $48.9M
Brown Brothers Harriman & Co. 0.24% Add +10.5% 151,840 $43.3M
Norges Bank 0.00% — 150,814 $43.0M
Northern Trust Corp. 0.01% Reduce -6.3% 146,166 $41.7M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 129,522 $36.9M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -44.3% 126,416 $36.0M
Wells Fargo & Company 0.01% Add +1.0% 123,528 $35.2M
Raymond James Financial Inc. 0.01% Reduce -7.5% 102,297 $29.3M
FMR LLC 0.00% Reduce -18.9% 99,991 $28.5M
Bank of America Corp. 0.00% Reduce -29.9% 97,210 $27.7M
Handelsbanken Fonder AB 0.08% Reduce -2.1% 93,079 $26.5M
Sei Investments Co. 0.03% Add +3.2% 89,155 $25.4M
Loomis Sayles & Co. L P 0.03% Add +9.5% 87,793 $25.0M
Massachusetts Financial Services Co. 0.01% Add +16.4% 87,414 $24.9M
Legal & General Group Plc 0.01% Add +0.5% 86,572 $24.7M
UBS Group AG 0.00% Reduce -27.7% 82,724 $23.6M
Bank of New York Mellon Corp 0.00% Add +6.2% 82,616 $23.5M
Bessemer Group Inc. 0.03% Add +1619.6% 77,847 $22.2M
T. Rowe Price Investment Management, Inc. 0.01% Add +4.9% 76,769 $21.9M
Goldman Sachs Group Inc. 0.00% Reduce -6.3% 76,275 $21.7M
Select Equity Group, L.P. 0.10% Add +25.2% 76,175 $21.7M
Royal Bank of Canada 0.00% Reduce -25.3% 70,369 $20.1M
Curi Capital, LLC 0.29% Reduce -2.3% 57,872 $16.5M
MetLife Investment Management, LLC 0.08% Add +723.4% 56,425 $16.1M
Principal Financial Group Inc. 0.01% Reduce -1.1% 56,324 $16.1M
Dudley & Shanley, Inc. 2.52% Reduce -0.1% 55,120 $15.7M
GMO 0.04% Reduce -15.8% 53,274 $15.2M
Amundi 0.00% Reduce -8.5% 50,377 $14.3M
Allspring Global Investments Holdings, LLC 0.02% Add +44.8% 48,846 $14.0M
Aberdeen Group plc 0.02% Add +1.5% 48,881 $13.9M
DF Dent & Co. Inc. 0.20% Reduce -8.3% 47,606 $13.6M
JPMorgan Chase & Co. 0.00% Reduce -53.9% 45,978 $13.1M
Public Sector Pension Investment Board 0.04% Reduce -0.6% 45,645 $13.0M
Southernsun Asset Management, LLC 1.79% New 45,033 $12.8M
Pictet Asset Management Holding SA 0.01% Add +16.5% 43,246 $12.3M
Aptus Capital Advisors, LLC 0.10% Add +0.4% 41,114 $11.7M
EULAV Asset Management 0.27% No change 35,800 $10.2M
Ameriprise Financial Inc. 0.00% Reduce -4.3% 35,026 $10.0M
Rhumbline Advisers 0.01% Reduce -3.4% 33,409 $9.5M
Invesco Ltd. 0.00% Add +3.3% 33,247 $9.5M
Comerica Bank 0.04% Add +26.4% 33,197 $9.5M
Man Group plc 0.02% Add +2.0% 32,864 $9.4M
ArrowMark Colorado Holdings LLC 0.20% Add +11.2% 31,197 $8.9M
Paradigm Capital Management Inc. 0.36% Reduce -1.0% 29,800 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -15.1% 28,806 $8.2M
Grandeur Peak Global Advisors, LLC 1.06% Add +44.0% 27,605 $7.9M
Citigroup Inc. 0.01% Reduce -3.0% 26,788 $7.6M
DekaBank Deutsche Girozentrale 0.01% No change 23,500 $7.4M
Voloridge Investment Management, LLC 0.03% Reduce -8.3% 25,188 $7.2M
Nuveen, LLC 0.00% Reduce -2.3% 25,053 $7.1M
Swiss National Bank 0.00% Add +1.9% 23,240 $6.6M
ProShare Advisors LLC 0.01% Add +7.6% 22,853 $6.5M
Millennium Management 0.00% Add +692.0% 22,454 $6.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.1% 21,769 $6.2M
Barclays PLC 0.00% Add +3.5% 19,415 $5.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +18957.7% 18,486 $5.3M
Numerai GP LLC 0.63% Add +159.6% 18,332 $5.2M
Regions Financial Corp. 0.03% Reduce -2.5% 18,103 $5.2M
Stifel Financial Corp. 0.00% Reduce -7.5% 17,058 $4.9M
Oppenheimer Asset Management Inc. 0.05% Reduce -7.0% 15,675 $4.5M
B. Metzler seel. Sohn & Co. AG 0.04% Add +27.0% 15,486 $4.4M
4D Advisors, LLC 2.34% New 15,000 $4.3M
Kornitzer Capital Management Inc. 0.09% No change 14,540 $4.1M
Erste Asset Management GmbH 0.03% Reduce -29.5% 13,872 $4.1M
Alliancebernstein L.P. 0.00% Add +5.5% 13,901 $4.0M
Callan Family Office, LLC 0.08% Reduce -7.8% 13,253 $3.8M
GHP Investment Advisors, Inc. 0.15% Reduce -4.0% 12,706 $3.6M
Baird Financial Group, Inc. 0.01% Reduce -12.8% 11,904 $3.4M
Clean Yield Group 0.93% Reduce -13.2% 11,795 $3.4M
Mountain Pacific Investment Advisers LLC 0.53% Add +1.9% 11,422 $3.3M
Prudential Financial Inc. 0.00% Reduce -6.4% 11,015 $3.3M
California State Teachers Retirement System 0.00% Add +1.9% 11,406 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +15.4% 11,247 $3.2M
Blair William & Co. 0.01% Reduce -3.7% 11,284 $3.2M
Janus Henderson Group PLC 0.00% No change 11,085 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -26.0% 10,440 $3.0M
F/m Investments LLC 0.11% Reduce -2.6% 9,721 $2.8M
Deutsche Bank AG 0.00% Add +3.9% 9,440 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +33.8% 8,715 $2.5M
NewEdge Wealth, LLC 0.03% Reduce -5.6% 8,142 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -5.9% 8,123 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -4.7% 8,093 $2.3M
BNP Paribas Financial Markets 0.00% Reduce -55.3% 7,912 $2.3M
American Century Companies Inc. 0.00% Add +175.8% 7,713 $2.2M
D. E. Shaw & Co. 0.00% Add +48.7% 7,711 $2.2M
Bridgewater Associates 0.01% Add +203.5% 7,066 $2.0M
&partners 0.01% Add +4.9% 6,951 $2.0M
Two Sigma Investments, LP 0.00% Add +81.6% 6,357 $1.8M
Marshall Wace, LLP 0.00% New 6,215 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -2.8% 6,083 $1.7M
Citadel Advisors 0.00% Reduce -61.5% 6,052 $1.7M
State of Alaska, Department of Revenue 0.02% Add +1.2% 5,998 $1.7M
Dark Forest Capital Management LP 0.08% New 5,987 $1.7M
Public Employees Retirement System of Ohio 0.01% Add +0.1% 5,856 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.4% 5,527 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 5,469 $1.6M
Louisiana State Employees Retirement System 0.03% No change 5,400 $1.5M
Creative Planning 0.00% Add +28.6% 5,263 $1.5M
Franklin Resources Inc. 0.00% Reduce -3.5% 5,187 $1.5M
Atria Investments, Inc 0.02% Reduce -10.8% 4,987 $1.4M
Squarepoint Ops LLC 0.00% New 4,964 $1.4M
Zhang Financial LLC 0.05% Reduce -3.2% 4,926 $1.4M
Voya Investment Management LLC 0.00% Add +120.5% 4,702 $1.3M
Alberta Investment Management Corp 0.01% New 4,700 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -7.7% 4,634 $1.3M
Quantinno Capital Management LP 0.00% Add +152.3% 4,504 $1.3M
AQR Capital Management 0.00% Add +23.7% 4,233 $1.2M
New York State Common Retirement Fund 0.00% No change 4,099 $1.2M
Diversified Trust Co. 0.02% Add +39.2% 4,087 $1.2M
Intech Investment Management LLC 0.01% Reduce -11.8% 4,070 $1.2M
Jefferies Financial Group Inc. 0.01% New 4,012 $1.1M
Holocene Advisors, LP 0.00% New 3,743 $1.1M
Victory Capital Management Inc. 0.00% Add +17.1% 3,736 $1.1M
SG Americas Securities, LLC 0.00% Add +44.6% 3,691 $1.1M
Cerity Partners LLC 0.00% Reduce -19.4% 3,618 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -12.8% 3,203 $1.0M
Amalgamated Bank 0.01% Add +2.1% 3,422 $975K
Captrust Financial Advisors 0.00% Add +322.9% 3,324 $947K
Arizona State Retirement System 0.01% Reduce -6.3% 3,263 $930K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.3% 3,257 $928K
State Board of Administration of Florida Retirement System 0.00% No change 3,075 $876K
Oak Associates Ltd. 0.05% Reduce -4.7% 3,063 $873K
SkyView Investment Advisors, LLC 0.11% Add +1.5% 2,995 $854K
State of Tennessee, Department of Treasury 0.00% Reduce -21.4% 2,642 $848K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.8% 2,954 $842K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 2,916 $831K
Linden Thomas Advisory Services, LLC 0.08% Add +3.4% 2,881 $821K
Nisa Investment Advisors, LLC 0.00% Reduce -1.8% 2,816 $803K
LaFleur & Godfrey LLC 0.09% Reduce -24.1% 2,718 $775K
New York State Teachers Retirement System 0.00% No change 2,708 $772K
Oregon Public Employees Retirement Fund 0.01% Add +3.8% 2,703 $770K
TD Asset Management Inc 0.00% No change 2,694 $768K
Aquatic Capital Management LLC 0.02% Reduce -77.8% 2,632 $750K
Freestone Grove Partners LP 0.01% New 2,567 $732K
KLP Kapitalforvaltning As 0.00% No change 2,500 $713K
QSV Equity Investors LLC 1.03% Reduce -32.9% 2,441 $696K
Curated Wealth Partners LLC 0.07% Add +24.9% 2,420 $690K
Sheets Smith Wealth Management 0.07% Add +0.0% 2,398 $683K
SummitTX Capital, L.P. 0.02% Reduce -3.1% 2,336 $666K
Legato Capital Management LLC 0.06% New 2,295 $654K
OneDigital Investment Advisors LLC 0.01% Reduce -0.5% 2,182 $622K
NewEdge Advisors, LLC 0.00% Add +4.8% 2,140 $610K
Exencial Wealth Advisors, LLC 0.02% Add +0.8% 2,136 $609K
M&T Bank Corp 0.00% Add +115.8% 2,093 $597K
LPL Financial LLC 0.00% Reduce -1.0% 2,061 $587K
Vancity Investment Management Ltd 0.08% Add +20.7% 2,046 $583K
Sanctuary Advisors, LLC 0.00% Reduce -13.2% 1,925 $549K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,914 $546K
Pathstone Holdings, LLC 0.00% Reduce -18.3% 1,883 $537K
Impact Capital Partners LLC 0.15% Reduce -14.2% 1,815 $517K
King Luther Capital Management Corp. 0.00% Reduce -62.7% 1,752 $499K
Inceptionr LLC 0.14% New 1,738 $495K
Maryland State Retirement & Pension System 0.01% Add +2.3% 1,732 $494K
Concurrent Investment Advisors, LLC 0.01% New 1,700 $485K
Jump Financial, LLC 0.01% New 1,675 $477K
Inspire Investing, LLC 0.04% Add +6.7% 1,631 $465K
Apollon Wealth Management, LLC 0.01% Add +0.3% 1,509 $430K
Wesbanco Bank Inc. 0.01% No change 1,490 $425K
PNC Financial Services Group, Inc. 0.00% Reduce -12.5% 1,434 $409K
Glenmede Trust Co. NA 0.00% — 1,432 $408K
Yorktown Management & Research Co Inc 0.32% New 1,425 $406K
Bank of Montreal 0.00% Reduce -17.4% 1,408 $401K
Entropy Technologies, LP 0.02% New 1,380 $393K
Corient Private Wealth LP 0.00% Reduce -45.1% 1,364 $389K
D.A. Davidson & Co. 0.00% Add +0.3% 1,356 $386K
Mutual of America Capital Management LLC 0.00% Add +2.0% 1,346 $384K
Van Eck Associates Corp. 0.00% Add +131.9% 1,285 $366K
Tidal Investments LLC 0.00% Reduce -4.5% 1,242 $354K
Trust Point Inc. 0.03% No change 1,241 $354K
Quantum Private Wealth, LLC 0.10% No change 1,229 $350K
World Investment Advisors 0.01% Reduce -19.1% 1,216 $347K
Russell Investments Group, Ltd. 0.00% Reduce -4.5% 1,180 $336K
US Bancorp \de 0.00% Reduce -29.9% 1,158 $330K
Caxton Associates LLP 0.01% New 1,120 $319K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -5.3% 1,102 $314K
Mercer Global Advisors Inc. 0.00% Add +26.2% 1,079 $308K
Parkside Financial Bank & Trust 0.02% Reduce -3.3% 1,062 $303K
Cetera Investment Advisers 0.00% Reduce -6.0% 1,031 $294K
Quadrant Capital Group LLC 0.01% Add +112.4% 996 $284K
Ameritas Investment Partners, Inc. 0.01% No change 985 $281K
Profund Advisors LLC 0.01% New 975 $278K
O'shaughnessy Asset Management, LLC 0.00% Reduce -29.5% 958 $273K
Steward Partners Investment Advisory, LLC 0.00% No change 958 $273K
Xponance LLC 0.00% Add +0.7% 933 $266K
Public Employees Retirement Association of Colorado 0.00% No change 893 $255K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.4% 819 $250K
Wealth Alliance, LLC 0.02% Add +0.3% 856 $244K
MidFirst Bank 0.02% — 844 $239K
Smith Shellnut Wilson LLC 0.09% No change 825 $235K
Hardy Reed LLC 0.02% Add +0.3% 813 $232K
Moody National Bank Trust Division 0.02% New 782 $223K
Farringdon Capital, Ltd. 0.05% New 781 $223K
Cibc World Markets Corp. 0.00% — 780 $222K
MQS Management LLC 0.13% New 770 $219K
Mackenzie Financial Corp. 0.00% Reduce -2.6% 739 $218K
Balyasny Asset Management L.P. 0.00% Reduce -91.5% 760 $217K
Ensign Peak Advisors, Inc 0.00% Reduce -73.6% 755 $215K
Penobscot Investment Management Company, Inc. 0.02% No change 750 $214K
RWC Asset Management LLP 0.01% Reduce -26.3% 746 $213K
CIBC Asset Management Inc 0.00% New 740 $211K
MeadowBrook Investment Advisors LLC 0.17% No change 670 $191K
MAI Capital Management 0.00% Reduce -38.1% 542 $154K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.0% 485 $138K
Torren Management, LLC 0.06% — 430 $123K
Rockefeller Capital Management L.P. 0.00% Add +273.2% 418 $119K
KBC Group NV 0.00% No change 405 $115K
Whittier Trust Co. 0.00% No change 375 $114K
Bokf, NA 0.00% No change 400 $114K
Pacer Advisors, Inc. 0.00% Add +9.4% 374 $107K
Fifth Third Bancorp 0.00% Reduce -12.5% 265 $76K
Smartleaf Asset Management LLC 0.00% Add +14.4% 254 $75K
GAMMA Investing LLC 0.00% Add +9.7% 261 $74K
Pflug Koory, LLC 0.03% No change 250 $71K
Hantz Financial Services, Inc. 0.00% Add +497.6% 245 $70K
State of Wyoming 0.01% Reduce -66.3% 244 $70K
Jones Financial Companies LLLP 0.00% No change 243 $69K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.6% 234 $67K
Farther Finance Advisors, LLC 0.00% Reduce -85.3% 221 $63K
STRS Ohio 0.00% Reduce -50.0% 200 $57K
Hilltop National Bank 0.01% No change 196 $56K
First Horizon Corp. 0.00% Add +72.5% 176 $50K
Harbor Investment Advisory, LLC 0.00% No change 174 $50K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 130 $42K
Park Place Capital Corp 0.01% No change 141 $40K
Resona Asset Management Co.,Ltd. 0.00% Reduce -55.8% 127 $37K
CIBC Private Wealth Group LLC 0.00% Reduce -4.6% 125 $36K
Root Financial Partners, LLC 0.00% Reduce -3.4% 115 $33K
Allworth Financial LP 0.00% No change 104 $30K
Danske Bank A/S 0.00% New 100 $29K
Huntington National Bank 0.00% Reduce -18.7% 100 $29K
Parallel Advisors, LLC 0.00% Reduce -7.7% 96 $27K
Kestra Advisory Services, LLC 0.00% New 95 $27K
Maseco LLP 0.00% No change 94 $27K
Cwm, LLC 0.00% Add +102.3% 87 $25K
Westside Investment Management, Inc. 0.00% Reduce -15.2% 78 $22K
Sterling Capital Management LLC 0.00% Add +162.1% 76 $22K
Salomon & Ludwin, LLC 0.00% Add +121.4% 62 $18K
Osaic Holdings, Inc. 0.00% Reduce -92.8% 57 $16K
Los Angeles Capital Management LLC 0.00% New 54 $15K
Key Financial Inc 0.00% No change 52 $15K
UMB Bank, n.a. 0.00% Reduce -8.7% 42 $12K
Signaturefd, LLC 0.00% Reduce -6.7% 42 $12K
Arax Advisory Partners 0.00% Add +85.0% 37 $11K
LRI Investments, LLC 0.00% No change 34 $10K
Assetmark, Inc. 0.00% New 31 $9K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +1150.0% 25 $7K
Harbor Capital Advisors, Inc. 0.00% No change 23 $7K
Meramec Financial Planners, LLC 0.00% — 19 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 22 $6K
Chilton Capital Management LLC 0.00% No change 20 $6K
EverSource Wealth Advisors, LLC 0.00% Add +38.5% 18 $5K
Rosenberg Matthew Hamilton 0.00% No change 15 $4K
Sound Income Strategies, LLC 0.00% New 13 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 14 $4K
Armstrong Advisory Group, Inc. 0.00% No change 12 $3K
Versant Capital Management, Inc 0.00% Reduce -92.0% 11 $3K
Resources Management Corp. /CT/ 0.00% New 10 $3K
National Bank of Canada 0.00% Add +25.0% 10 $3K
JFS Wealth Advisors, LLC 0.00% Add +28.6% 9 $3K
Trust Co. of Vermont 0.00% No change 8 $2K
Ancora Advisors LLC 0.00% No change 8 $2K
Optiver Holding B.V. 0.00% New 8 $2K
Bare Financial Services, Inc 0.00% Reduce -73.1% 7 $2K
Farmers & Merchants Investments Inc. 0.00% No change 7 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $2K
Westfuller Advisors, LLC 0.00% No change 6 $2K
Dogwood Wealth Management LLC 0.00% Reduce -44.4% 5 $1K
Rossby Financial, LCC 0.00% No change 5 $1K
Rothschild Investment LLC 0.00% Reduce -50.0% 5 $1K
Bogart Wealth, LLC 0.00% No change 5 $1K
Clearstead Advisors, LLC 0.00% Reduce -89.2% 4 $1K
Bell Investment Advisors, Inc 0.00% Reduce -40.0% 3 $856
Financial Network Wealth Advisors LLC 0.00% No change 3 $855
Cedar Mountain Advisors, LLC 0.00% New 3 $855
Keating Financial Advisory Services, Inc. 0.00% — 3 $855
Global Retirement Partners, LLC 0.00% No change 3 $855
Fortitude Family Office, LLC 0.00% Reduce -33.3% 2 $570
Gilpin Wealth Management, LLC 0.00% — 1 $286
Abound Wealth Management 0.00% No change 1 $286
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 1 $286
Physician Wealth Advisors, Inc. 0.00% New 1 $286
SJS Investment Consulting Inc. 0.00% No change 1 $286
Ankerstar Wealth, LLC 0.00% — 1 $285
Essential Partners LLC 0.00% New 1 $285
Sunbelt Securities, Inc. 0.00% Reduce -66.7% 1 $285
AlphaQuest LLC 0.00% Reduce -98.6% 1 $285

"% of holder's portfolio" is KAI's weight in each manager's 13F, not the share of Kadant Inc. the manager owns.