Fund shareholders of Karat Packaging Inc
ISIN US48563L1017 · United States · LEI 549300JYUKCQP3P8D632
- Fund shareholders
- 143
- Of which ETFs
- 31 112 other funds
- Value held
- ≈ 61.2M $ 60.6M $ · 532.5K €
- Share of capital
- 11.2 % of 19.9M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 719 | 20.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 698 | 19.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 672 | 18.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 662 | 18.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 645 | 18.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 634 | 15.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 614 | 17.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 611 | 15.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 585 | 16.3K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 583 | 16.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 570 | 16.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 566 | 16.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 563 | 16.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 551 | 15.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 533 | 13.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 529 | 13K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 506 | 14.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 371 | 9.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 320 | 8.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 288 | 8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 225 | 6.3K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 224 | 5.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 215 | 6.2K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 208 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 204 | 5.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 5.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 193 | 5.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 172 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 140 | 3.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 97 | 2.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 47 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 35 | 977.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 29 | 809.7 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 22 | 614.2 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 16 | 459 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 16 | 446.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 10 | 279.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 9 | 221.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 5 | 123.3 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 74 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 55.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 532.5K € | 0.56 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 2.88 % | as of Apr 30, 2026 ↗ |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 1.02 % | as of Feb 28, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 0.94 % | as of Feb 28, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.89 % | as of Mar 31, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 0.56 % | as of Dec 31, 2025 ↗ |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 0.52 % | as of Feb 28, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 0.38 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.37 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.34 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.28 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 142 | +10 | 2,234,301 | +9.0 % |
| 2026Q1 | 132 | -5 | 2,050,161 | -2.6 % |
| 2025Q4 | 137 | +1 | 2,104,327 | +1.4 % |
| 2025Q3 | 136 | -4 | 2,074,800 | +2.7 % |
| 2025Q2 | 140 | -3 | 2,020,286 | -0.5 % |
| 2025Q1 | 143 | -4 | 2,031,005 | -7.6 % |
| 2024Q4 | 147 | +5 | 2,198,879 | +6.4 % |
| 2024Q3 | 142 | +2 | 2,067,554 | -2.9 % |
| 2024Q2 | 140 | +10 | 2,129,455 | -1.2 % |
| 2024Q1 | 130 | +15 | 2,156,151 | +10.8 % |
| 2023Q4 | 115 | 1,945,677 |
Institutional managers
125 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 568,998 | 15.9M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 325,104 | 9.1M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 267,308 | 7.5K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 261,899 | 7.3M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 230,915 | 6.4M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 229,143 | 6.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 218,437 | 6.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 214,360 | 6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 208,757 | 5.8M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 200,660 | 5.6M $ | as of Mar 31, 2026 |
| KTF INVESTMENTS, LLC | 191,845 | 5.4M $ | as of Mar 31, 2026 |
| Boston Partners | 166,981 | 4.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 163,313 | 4.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 155,619 | 4.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 152,717 | 4.3M $ | as of Mar 31, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | 151,181 | 4.2K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 127,625 | 3.6K $ | as of Mar 31, 2026 |
| CWA Asset Management Group, LLC | 122,386 | 3.4M $ | as of Mar 31, 2026 |
| Polar Asset Management Partners Inc. | 113,299 | 3.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 107,954 | 3M $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 97,000 | 2.7M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 94,575 | 2.6M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 80,279 | 2.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 79,508 | 2.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 79,068 | 2.2M $ | as of Mar 31, 2026 |
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