KRT US Equity

Karat Packaging Inc.

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Materials · Plastics Products, NEC · CIK 1758021 · FYE 1231

$40.59

-1.09 (-2.62%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding KRT · 2026-Q1 methodology → sources →

130 holders

% of shares outstanding held

32.1%

Shares held (13F)

6,403,791

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	568,998568,998	$16M	2.85%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	387,902387,902	$11M	1.94%	NEW
3	Ranger Investment Management, L.P.	325,104325,104	$9M	1.63%	ADD 8%
4	ACADIAN ASSET MANAGEMENT LLC	267,308267,308	$7M	1.34%	TRIM -8%
5	AMERICAN CENTURY COMPANIES INC	261,899261,899	$7M	1.31%	TRIM -3%
6	BANK OF MONTREAL /CAN/	230,915230,915	$6M	1.16%	—
7	De Lisle Partners LLP	229,143229,143	$6M	1.15%	—
8	DIMENSIONAL FUND ADVISORS LP	218,437218,437	$6M	1.09%	ADD 9%
9	GEODE CAPITAL MANAGEMENT, LLC	214,360214,360	$6M	1.07%	ADD 2%
10	TWO SIGMA INVESTMENTS, LP	208,757208,757	$6M	1.05%	ADD 58%
11	Russell Investments Group, Ltd.	200,660200,660	$6M	1.01%	ADD 6%
12	KTF INVESTMENTS, LLC	191,845191,845	$5M	0.96%	TRIM -15%
13	Boston Partners	166,981166,981	$5M	0.84%	ADD 4%
14	AQR CAPITAL MANAGEMENT LLC	163,313163,313	$5M	0.82%	ADD 55%
15	Bank of New York Mellon Corp	155,619155,619	$4M	0.78%	—
16	STATE STREET CORP	152,717152,717	$4M	0.76%	ADD 8%
17	Harel Insurance Investments & Financial Services Ltd.	151,181151,181	$4M	0.76%	ADD 40%
18	PRICE T ROWE ASSOCIATES INC /MD/	127,625127,625	$4M	0.64%	ADD 13%
19	CWA Asset Management Group, LLC	122,386122,386	$3M	0.61%	ADD 15%
20	Polar Asset Management Partners Inc.	113,299113,299	$3M	0.57%	TRIM -64%
21	MILLENNIUM MANAGEMENT LLC	107,954107,954	$3M	0.54%	TRIM -41%
22	North Star Investment Management Corp.	97,00097,000	$3M	0.49%	ADD 59%
23	CITADEL ADVISORS LLC	94,57594,575	$3M	0.47%	ADD 122%
24	JACOBS LEVY EQUITY MANAGEMENT, INC	80,27980,279	$2M	0.40%	TRIM -20%
25	GOLDMAN SACHS GROUP INC	79,50879,508	$2M	0.40%	ADD 41%
26	NORTHERN TRUST CORP	79,06879,068	$2M	0.40%	ADD 3%
27	Trexquant Investment LP	73,24773,247	$2M	0.37%	TRIM -13%
28	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	69,11569,115	$2M	0.35%	ADD 10%
29	ALGERT GLOBAL LLC	65,88765,887	$2M	0.33%	ADD 361%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	61,31261,312	$2M	0.31%	NEW
31	VANGUARD FIDUCIARY TRUST CO	59,97259,972	$2M	0.30%	NEW
32	MORGAN STANLEY	53,31953,319	$1M	0.27%	TRIM -16%
33	Nuveen, LLC	49,91049,910	$1M	0.25%	ADD 271%
34	JANE STREET GROUP, LLC	45,84045,840	$1M	0.23%	ADD 153%
35	MARSHALL WACE, LLP	42,57542,575	$1M	0.21%	NEW
36	RENAISSANCE TECHNOLOGIES LLC	41,71541,715	$1M	0.21%	TRIM -14%
37	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	40,89540,895	$1M	0.20%	TRIM -9%
38	JPMORGAN CHASE & CO	38,50438,504	$1M	0.19%	TRIM -23%
39	HRT FINANCIAL LP	35,89935,899	$1M	0.18%	TRIM -13%
40	WELLINGTON MANAGEMENT GROUP LLP	35,67035,670	$995,906	0.18%	ADD 13%
41	Engineers Gate Manager LP	33,67933,679	$940,318	0.17%	ADD 24%
42	Qube Research & Technologies Ltd	33,22833,228	$927,726	0.17%	—
43	LOS ANGELES CAPITAL MANAGEMENT LLC	32,86532,865	$917,592	0.16%	ADD 35%
44	BARCLAYS PLC	30,55530,555	$853,095	0.15%	TRIM -29%
45	LAZARD ASSET MANAGEMENT LLC	27,67827,678	$772,770	0.14%	ADD 48%
46	FIRST TRUST ADVISORS LP	27,53227,532	$768,693	0.14%	—
47	GSA CAPITAL PARTNERS LLP	24,94824,948	$697,000	0.12%	ADD 31%
48	UBS Group AG	24,71424,714	$690,015	0.12%	TRIM -63%
49	Point72 Asset Management, L.P.	24,48624,486	$683,649	0.12%	ADD 58%
50	Vident Advisory, LLC	23,35323,353	$652,016	0.12%	NEW
51	VICTORY CAPITAL MANAGEMENT INC	22,73522,735	$634,761	0.11%	ADD 9%
52	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22,15422,154	$618,540	0.11%	TRIM -9%
53	Creative Planning	20,76220,762	$579,675	0.10%	ADD 34%
54	RITHOLTZ WEALTH MANAGEMENT	19,93819,938	$556,680	0.10%	TRIM -20%
55	BAILARD, INC.	18,86018,860	$526,571	0.09%	NEW
56	STIFEL FINANCIAL CORP	18,81618,816	$525,343	0.09%	TRIM -17%
57	Inspire Investing, LLC	18,33118,331	$511,802	0.09%	TRIM -12%
58	WELLS FARGO & COMPANY/MN	18,05518,055	$504,088	0.09%	ADD 36%
59	Merit Financial Group, LLC	17,28317,283	$482,548	0.09%	ADD 4%
60	Squarepoint Ops LLC	17,21917,219	$480,754	0.09%	TRIM -4%
61	LPL Financial LLC	16,97816,978	$474,026	0.09%	ADD 43%
62	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,65315,653	$437,032	0.08%	NEW
63	DAVENPORT & Co LLC	14,57514,575	$406,934	0.07%	ADD 5%
64	Quadrature Capital Ltd	11,17111,171	$311,894	0.06%	NEW
65	BANK OF AMERICA CORP /DE/	10,98210,982	$306,618	0.06%	TRIM -28%
66	Brevan Howard Capital Management LP	10,73710,737	$299,777	0.05%	TRIM -40%
67	Corient Private Wealth LLC	10,52410,524	$293,830	0.05%	TRIM -54%
68	RHUMBLINE ADVISERS	10,42110,421	$290,946	0.05%	—
69	Brooklyn Investment Group	10,13310,133	$282,914	0.05%	NEW
70	Polymer Capital Management (US) LLC	8,6518,651	$241,536	0.04%	TRIM -40%
71	LSV ASSET MANAGEMENT	8,6008,600	$240,000	0.04%	TRIM -75%
72	Susquehanna Portfolio Strategies, LLC	8,4068,406	$234,696	0.04%	TRIM -49%
73	HSBC HOLDINGS PLC	8,1748,174	$229,281	0.04%	TRIM -70%
74	Janney Montgomery Scott LLC	7,7907,790	$217,000	0.04%	TRIM -41%
75	OCCUDO QUANTITATIVE STRATEGIES LP	7,2927,292	$209,207	0.04%	NEW
76	Invesco Ltd.	7,4247,424	$207,278	0.04%	NEW
77	DEUTSCHE BANK AG\	6,0566,056	$169,083	0.03%	ADD 57%
78	MetLife Investment Management, LLC	6,0416,041	$168,665	0.03%	ADD 25%
79	CWM, LLC	4,7974,797	$133,932	0.02%	ADD 81%
80	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,0804,080	$113,914	0.02%	ADD 3%
81	BNP PARIBAS FINANCIAL MARKETS	3,5693,569	$99,646	0.02%	TRIM -33%
82	NEW YORK STATE COMMON RETIREMENT FUND	3,1033,103	$86,636	0.02%	—
83	Vanguard Global Advisers, LLC	3,0043,004	$83,872	0.02%	NEW
84	OSAIC HOLDINGS, INC.	2,4422,442	$68,168	0.01%	TRIM -13%
85	Police & Firemen's Retirement System of New Jersey	2,3522,352	$65,668	0.01%	—
86	Copeland Capital Management, LLC	2,2392,239	$62,512	0.01%	ADD 9%
87	State of Alaska, Department of Revenue	1,0891,089	$30,000	0.01%	—
88	SIGNATUREFD, LLC	856856	$23,900	0.00%	ADD 40%
89	Legal & General Group Plc	832832	$23,229	0.00%	ADD 8%
90	FMR LLC	807807	$22,532	0.00%	ADD 4%
91	CITIGROUP INC	729729	$20,354	0.00%	TRIM -81%
92	Ameritas Investment Partners, Inc.	698698	$19,488	0.00%	—
93	Covestor Ltd	543543	$15,000	0.00%	ADD 1193%
94	VALLEY NATIONAL ADVISERS INC	500500	$13,000	0.00%	—
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	465465	$12,983	0.00%	TRIM -12%
96	Tower Research Capital LLC (TRC)	464464	$12,955	0.00%	TRIM -18%
97	Financial Management Professionals, Inc.	409409	$11,419	0.00%	—
98	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	300300	$8,376	0.00%	ADD 168%
99	HARBOR CAPITAL ADVISORS, INC.	269269	$8,000	0.00%	ADD 156%
100	Smithfield Trust Co	248248	$7,000	0.00%	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

436K

432K

454K

556K

570K

569K

$16M

VANGUARD CAPITAL MANAGEMENT LLC

—

388K

$11M

Ranger Investment Management, L.P.

156K

321K

323K

301K

325K

$9M

ACADIAN ASSET MANAGEMENT LLC

225K

246K

279K

337K

291K

267K

$7M

AMERICAN CENTURY COMPANIES INC

188K

212K

229K

259K

271K

262K

$7M

BANK OF MONTREAL /CAN/

—

231K

$6M

De Lisle Partners LLP

149K

229K

$6M

DIMENSIONAL FUND ADVISORS LP

146K

157K

169K

177K

201K

218K

$6M

GEODE CAPITAL MANAGEMENT, LLC

182K

173K

170K

200K

209K

214K

$6M

TWO SIGMA INVESTMENTS, LP

16K

15K

78K

102K

132K

209K

$6M

Russell Investments Group, Ltd.

80K

89K

171K

180K

189K

201K

$6M

KTF INVESTMENTS, LLC

—

225K

192K

$5M

Boston Partners

110K

107K

106K

142K

160K

167K

$5M

AQR CAPITAL MANAGEMENT LLC

17K

52K

105K

163K

$5M

Bank of New York Mellon Corp

137K

132K

142K

148K

158K

156K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	130	6,403,791	32.1%	$179M
2025-Q4	123	6,422,678	32.2%	$145M
2025-Q3	125	6,012,619	30.1%	$152M
2025-Q2	129	6,368,474	31.9%	$179M
2025-Q1	105	5,300,466	26.6%	$138M
2024-Q4	102	5,050,395	25.3%	$153M
2024-Q3	100	5,131,197	25.7%	$133M
2024-Q2	101	5,222,983	26.2%	$154M
2024-Q1	93	5,187,332	26.0%	$148M
2023-Q4	94	5,068,435	25.4%	$126M
2023-Q3	82	4,605,034

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding KRT · 2026-Q1 methodology → sources →

130 holders

% of shares outstanding held

32.1%

Shares held (13F)

6,403,791

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	568,998568,998	$16M	2.85%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	387,902387,902	$11M	1.94%	NEW
3	Ranger Investment Management, L.P.	325,104325,104	$9M	1.63%	ADD 8%
4	ACADIAN ASSET MANAGEMENT LLC	267,308267,308	$7M	1.34%	TRIM -8%
5	AMERICAN CENTURY COMPANIES INC	261,899261,899	$7M	1.31%	TRIM -3%
6	BANK OF MONTREAL /CAN/	230,915230,915	$6M	1.16%	—
7	De Lisle Partners LLP	229,143229,143	$6M	1.15%	—
8	DIMENSIONAL FUND ADVISORS LP	218,437218,437	$6M	1.09%	ADD 9%
9	GEODE CAPITAL MANAGEMENT, LLC	214,360214,360	$6M	1.07%	ADD 2%
10	TWO SIGMA INVESTMENTS, LP	208,757208,757	$6M	1.05%	ADD 58%
11	Russell Investments Group, Ltd.	200,660200,660	$6M	1.01%	ADD 6%
12	KTF INVESTMENTS, LLC	191,845191,845	$5M	0.96%	TRIM -15%
13	Boston Partners	166,981166,981	$5M	0.84%	ADD 4%
14	AQR CAPITAL MANAGEMENT LLC	163,313163,313	$5M	0.82%	ADD 55%
15	Bank of New York Mellon Corp	155,619155,619	$4M	0.78%	—
16	STATE STREET CORP	152,717152,717	$4M	0.76%	ADD 8%
17	Harel Insurance Investments & Financial Services Ltd.	151,181151,181	$4M	0.76%	ADD 40%
18	PRICE T ROWE ASSOCIATES INC /MD/	127,625127,625	$4M	0.64%	ADD 13%
19	CWA Asset Management Group, LLC	122,386122,386	$3M	0.61%	ADD 15%
20	Polar Asset Management Partners Inc.	113,299113,299	$3M	0.57%	TRIM -64%
21	MILLENNIUM MANAGEMENT LLC	107,954107,954	$3M	0.54%	TRIM -41%
22	North Star Investment Management Corp.	97,00097,000	$3M	0.49%	ADD 59%
23	CITADEL ADVISORS LLC	94,57594,575	$3M	0.47%	ADD 122%
24	JACOBS LEVY EQUITY MANAGEMENT, INC	80,27980,279	$2M	0.40%	TRIM -20%
25	GOLDMAN SACHS GROUP INC	79,50879,508	$2M	0.40%	ADD 41%
26	NORTHERN TRUST CORP	79,06879,068	$2M	0.40%	ADD 3%
27	Trexquant Investment LP	73,24773,247	$2M	0.37%	TRIM -13%
28	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	69,11569,115	$2M	0.35%	ADD 10%
29	ALGERT GLOBAL LLC	65,88765,887	$2M	0.33%	ADD 361%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	61,31261,312	$2M	0.31%	NEW
31	VANGUARD FIDUCIARY TRUST CO	59,97259,972	$2M	0.30%	NEW
32	MORGAN STANLEY	53,31953,319	$1M	0.27%	TRIM -16%
33	Nuveen, LLC	49,91049,910	$1M	0.25%	ADD 271%
34	JANE STREET GROUP, LLC	45,84045,840	$1M	0.23%	ADD 153%
35	MARSHALL WACE, LLP	42,57542,575	$1M	0.21%	NEW
36	RENAISSANCE TECHNOLOGIES LLC	41,71541,715	$1M	0.21%	TRIM -14%
37	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	40,89540,895	$1M	0.20%	TRIM -9%
38	JPMORGAN CHASE & CO	38,50438,504	$1M	0.19%	TRIM -23%
39	HRT FINANCIAL LP	35,89935,899	$1M	0.18%	TRIM -13%
40	WELLINGTON MANAGEMENT GROUP LLP	35,67035,670	$995,906	0.18%	ADD 13%
41	Engineers Gate Manager LP	33,67933,679	$940,318	0.17%	ADD 24%
42	Qube Research & Technologies Ltd	33,22833,228	$927,726	0.17%	—
43	LOS ANGELES CAPITAL MANAGEMENT LLC	32,86532,865	$917,592	0.16%	ADD 35%
44	BARCLAYS PLC	30,55530,555	$853,095	0.15%	TRIM -29%
45	LAZARD ASSET MANAGEMENT LLC	27,67827,678	$772,770	0.14%	ADD 48%
46	FIRST TRUST ADVISORS LP	27,53227,532	$768,693	0.14%	—
47	GSA CAPITAL PARTNERS LLP	24,94824,948	$697,000	0.12%	ADD 31%
48	UBS Group AG	24,71424,714	$690,015	0.12%	TRIM -63%
49	Point72 Asset Management, L.P.	24,48624,486	$683,649	0.12%	ADD 58%
50	Vident Advisory, LLC	23,35323,353	$652,016	0.12%	NEW
51	VICTORY CAPITAL MANAGEMENT INC	22,73522,735	$634,761	0.11%	ADD 9%
52	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22,15422,154	$618,540	0.11%	TRIM -9%
53	Creative Planning	20,76220,762	$579,675	0.10%	ADD 34%
54	RITHOLTZ WEALTH MANAGEMENT	19,93819,938	$556,680	0.10%	TRIM -20%
55	BAILARD, INC.	18,86018,860	$526,571	0.09%	NEW
56	STIFEL FINANCIAL CORP	18,81618,816	$525,343	0.09%	TRIM -17%
57	Inspire Investing, LLC	18,33118,331	$511,802	0.09%	TRIM -12%
58	WELLS FARGO & COMPANY/MN	18,05518,055	$504,088	0.09%	ADD 36%
59	Merit Financial Group, LLC	17,28317,283	$482,548	0.09%	ADD 4%
60	Squarepoint Ops LLC	17,21917,219	$480,754	0.09%	TRIM -4%
61	LPL Financial LLC	16,97816,978	$474,026	0.09%	ADD 43%
62	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,65315,653	$437,032	0.08%	NEW
63	DAVENPORT & Co LLC	14,57514,575	$406,934	0.07%	ADD 5%
64	Quadrature Capital Ltd	11,17111,171	$311,894	0.06%	NEW
65	BANK OF AMERICA CORP /DE/	10,98210,982	$306,618	0.06%	TRIM -28%
66	Brevan Howard Capital Management LP	10,73710,737	$299,777	0.05%	TRIM -40%
67	Corient Private Wealth LLC	10,52410,524	$293,830	0.05%	TRIM -54%
68	RHUMBLINE ADVISERS	10,42110,421	$290,946	0.05%	—
69	Brooklyn Investment Group	10,13310,133	$282,914	0.05%	NEW
70	Polymer Capital Management (US) LLC	8,6518,651	$241,536	0.04%	TRIM -40%
71	LSV ASSET MANAGEMENT	8,6008,600	$240,000	0.04%	TRIM -75%
72	Susquehanna Portfolio Strategies, LLC	8,4068,406	$234,696	0.04%	TRIM -49%
73	HSBC HOLDINGS PLC	8,1748,174	$229,281	0.04%	TRIM -70%
74	Janney Montgomery Scott LLC	7,7907,790	$217,000	0.04%	TRIM -41%
75	OCCUDO QUANTITATIVE STRATEGIES LP	7,2927,292	$209,207	0.04%	NEW
76	Invesco Ltd.	7,4247,424	$207,278	0.04%	NEW
77	DEUTSCHE BANK AG\	6,0566,056	$169,083	0.03%	ADD 57%
78	MetLife Investment Management, LLC	6,0416,041	$168,665	0.03%	ADD 25%
79	CWM, LLC	4,7974,797	$133,932	0.02%	ADD 81%
80	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,0804,080	$113,914	0.02%	ADD 3%
81	BNP PARIBAS FINANCIAL MARKETS	3,5693,569	$99,646	0.02%	TRIM -33%
82	NEW YORK STATE COMMON RETIREMENT FUND	3,1033,103	$86,636	0.02%	—
83	Vanguard Global Advisers, LLC	3,0043,004	$83,872	0.02%	NEW
84	OSAIC HOLDINGS, INC.	2,4422,442	$68,168	0.01%	TRIM -13%
85	Police & Firemen's Retirement System of New Jersey	2,3522,352	$65,668	0.01%	—
86	Copeland Capital Management, LLC	2,2392,239	$62,512	0.01%	ADD 9%
87	State of Alaska, Department of Revenue	1,0891,089	$30,000	0.01%	—
88	SIGNATUREFD, LLC	856856	$23,900	0.00%	ADD 40%
89	Legal & General Group Plc	832832	$23,229	0.00%	ADD 8%
90	FMR LLC	807807	$22,532	0.00%	ADD 4%
91	CITIGROUP INC	729729	$20,354	0.00%	TRIM -81%
92	Ameritas Investment Partners, Inc.	698698	$19,488	0.00%	—
93	Covestor Ltd	543543	$15,000	0.00%	ADD 1193%
94	VALLEY NATIONAL ADVISERS INC	500500	$13,000	0.00%	—
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	465465	$12,983	0.00%	TRIM -12%
96	Tower Research Capital LLC (TRC)	464464	$12,955	0.00%	TRIM -18%
97	Financial Management Professionals, Inc.	409409	$11,419	0.00%	—
98	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	300300	$8,376	0.00%	ADD 168%
99	HARBOR CAPITAL ADVISORS, INC.	269269	$8,000	0.00%	ADD 156%
100	Smithfield Trust Co	248248	$7,000	0.00%	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

436K

432K

454K

556K

570K

569K

$16M

VANGUARD CAPITAL MANAGEMENT LLC

—

388K

$11M

Ranger Investment Management, L.P.

156K

321K

323K

301K

325K

$9M

ACADIAN ASSET MANAGEMENT LLC

225K

246K

279K

337K

291K

267K

$7M

AMERICAN CENTURY COMPANIES INC

188K

212K

229K

259K

271K

262K

$7M

BANK OF MONTREAL /CAN/

—

231K

$6M

De Lisle Partners LLP

149K

229K

$6M

DIMENSIONAL FUND ADVISORS LP

146K

157K

169K

177K

201K

218K

$6M

GEODE CAPITAL MANAGEMENT, LLC

182K

173K

170K

200K

209K

214K

$6M

TWO SIGMA INVESTMENTS, LP

16K

15K

78K

102K

132K

209K

$6M

Russell Investments Group, Ltd.

80K

89K

171K

180K

189K

201K

$6M

KTF INVESTMENTS, LLC

—

225K

192K

$5M

Boston Partners

110K

107K

106K

142K

160K

167K

$5M

AQR CAPITAL MANAGEMENT LLC

17K

52K

105K

163K

$5M

Bank of New York Mellon Corp

137K

132K

142K

148K

158K

156K

$4M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	130	6,403,791	32.1%	$179M
2025-Q4	123	6,422,678	32.2%	$145M
2025-Q3	125	6,012,619	30.1%	$152M
2025-Q2	129	6,368,474	31.9%	$179M
2025-Q1	105	5,300,466	26.6%	$138M
2024-Q4	102	5,050,395	25.3%	$153M
2024-Q3	100	5,131,197	25.7%	$133M
2024-Q2	101	5,222,983	26.2%	$154M
2024-Q1	93	5,187,332	26.0%	$148M
2023-Q4	94	5,068,435	25.4%	$126M
2023-Q3	82	4,605,034

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KRT US Equity☆

Institutional ownership· 13F filers holding KRT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding KRT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

KRT US Equity