As of the latest SEC filings, KADANT INC (KAI) is held by 320 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $241,929,857.25 in market value, representing 0.30% of its portfolio.
Funds holding KADANT INC (KAI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- KAI
- CIK:
- 0000886346
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.30% | $241,929,857.25 | 827,535 | Mar 31, 2026 | May 28, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.22% | $206,762,783.40 | 707,244 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $110,019,783.15 | 376,329 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 2.99% | $89,132,837.40 | 304,884 | Mar 31, 2026 | May 5, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.12% | $84,190,953.00 | 287,980 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $79,381,503.15 | 271,529 | Mar 31, 2026 | May 28, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.92% | $79,109,028.31 | 233,243 | Feb 28, 2026 | Apr 24, 2026 |
|
PKSAX
Virtus KAR Small-Cap Core Fund
|
MF | Duff & Phelps / Virtus | 3.24% | $58,379,371.50 | 199,690 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.11% | $44,386,331.10 | 151,826 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.77% | $43,915,392.43 | 129,479 | Feb 27, 2026 | Apr 23, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 1.30% | $41,648,719.32 | 122,796 | Feb 28, 2026 | Apr 27, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.50% | $41,152,355.40 | 140,764 | Mar 31, 2026 | May 28, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 2.97% | $39,147,711.45 | 133,907 | Mar 31, 2026 | May 5, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $38,371,522.20 | 131,252 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $34,183,648.08 | 116,616 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.22% | $31,151,061.90 | 106,554 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 1.37% | $30,799,072.50 | 105,350 | Mar 31, 2026 | May 29, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.23% | $28,164,706.65 | 96,339 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $20,841,996.50 | 61,450 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.13% | $19,805,153.81 | 58,393 | Feb 28, 2026 | Apr 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.20% | $19,424,611.05 | 66,443 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $19,389,670.11 | 66,147 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.09% | $19,363,554.47 | 57,091 | Feb 28, 2026 | Apr 24, 2026 |
|
-
GMO Small Cap Quality Fund
|
ETF | Independent / Boutique | 2.81% | $19,348,970.16 | 57,048 | Feb 28, 2026 | Apr 29, 2026 |
|
CIPSX
Champlain Small Company Fund
|
MF | Independent / Boutique | 1.71% | $17,541,000.00 | 60,000 | Mar 31, 2026 | May 29, 2026 |
Advertisement (320x50)