Filing Research | KRT - KARAT PACKAGING INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	136.2KSH	$4.6M
2	Kings Path Partners LLC	Shares	20.0KSH	$669.5K
3	Merit Financial Group, LLC	Shares	18.2KSH	$609.7K
4	DAVENPORT & Co LLC	Shares	14.5KSH	$486.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.6KSH	$258.2K
6	Y-Intercept (Hong Kong) Ltd	Shares	6.1KSH	$203.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	2.4KSH	$78.7K
8	SIGNATUREFD, LLC	Shares	673SH	$22.5K
9	Financial Management Professionals, Inc.	Shares	409SH	$13.7K
10	Farther Finance Advisors, LLC	Shares	338SH	$11.2K
11	Triumph Capital Management	Shares	220SH	$7.4K
12	EverSource Wealth Advisors, LLC	Shares	200SH	$6.7K
13	IFP Advisors, Inc	Shares	191SH	$6.4K
14	SBI Securities Co., Ltd.	Shares	171SH	$5.7K
15	1620 INVESTMENT ADVISORS, INC.	Shares	135SH	$4.5K
16	GAMMA Investing LLC	Shares	83SH	$2.8K
17	True Wealth Design, LLC	Shares	66SH	$2.2K
18	SJS Investment Consulting Inc.	Shares	55SH	$1.8K
19	Wealth Enhancement Trust Services, Inc.	Shares	7SH	$234
20	State of Alaska, Department of Revenue	Shares	1.1KSH	$36
21	Capital Advisors, Ltd. LLC	Shares	2SH	$0

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	CWA Asset Management Group, LLC added	Shares	+13.8K	+$1.1M	$4.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.6K	+$258.2K	$258.2K
3	Kings Path Partners LLC added	Shares	+1.6K	+$253.1K	$669.5K
4	Y-Intercept (Hong Kong) Ltd new	Shares	+6.1K	+$203.8K	$203.8K
5	Merit Financial Group, LLC added	Shares	+940	+$127.2K	$609.7K
6	DAVENPORT & Co LLC trimmed	Shares	-50	+$79.1K	$486.0K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$13.0K	$78.7K
8	Farther Finance Advisors, LLC added	Shares	+110	+$4.8K	$11.2K
9	IFP Advisors, Inc added	Shares	+102	+$3.9K	$6.4K
10	EverSource Wealth Advisors, LLC added	Shares	+54	+$2.6K	$6.7K
11	Financial Management Professionals, Inc. unchanged	Shares	0	+$2.3K	$13.7K
12	Triumph Capital Management unchanged	Shares	0	+$1.2K	$7.4K
13	True Wealth Design, LLC added	Shares	+25	+$1.1K	$2.2K
14	GAMMA Investing LLC unchanged	Shares	0	+$460	$2.8K
15	SJS Investment Consulting Inc. added	Shares	+5	+$424	$1.8K
16	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-15	+$329	$4.5K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+7	+$234	$234
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$6	$36
19	Capital Advisors, Ltd. LLC new	Shares	+2	$0	$0
20	SBI Securities Co., Ltd. trimmed	Shares	-69	-$979	$5.7K
21	SIGNATUREFD, LLC trimmed	Shares	-183	-$1.4K	$22.5K