As of the latest SEC filings, Karat Packaging Inc. (KRT) is held by 146 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,927,409.36 in market value, representing a significant portion of its portfolio.
Funds holding Karat Packaging Inc. (KRT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- KRT
- CIK:
- 0001758021
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,927,409.36 | 283,933 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,650,002.88 | 202,364 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $5,389,771.80 | 218,652 | Feb 28, 2026 | Apr 29, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.15% | $2,986,239.44 | 106,957 | Mar 31, 2026 | Jun 1, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.38% | $2,937,713.05 | 119,177 | Feb 28, 2026 | Apr 28, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.28% | $2,687,679.20 | 93,680 | Apr 30, 2026 | Jun 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,653,796.00 | 95,050 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,500,993.37 | 87,173 | Apr 30, 2026 | Jun 26, 2026 |
|
TQSAX
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund
|
MF | T. Rowe Price | 0.17% | $2,384,172.56 | 85,393 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $1,992,343.28 | 71,359 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,812,576.82 | 63,178 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,175,632.45 | 47,693 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,043,040.10 | 42,314 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $959,967.40 | 33,460 | Apr 30, 2026 | Jun 24, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 0.52% | $936,700.00 | 38,000 | Feb 28, 2026 | Apr 27, 2026 |
|
NSDVX
North Star Dividend Fund
|
MF | Independent / Boutique | 0.94% | $887,400.00 | 36,000 | Feb 28, 2026 | Apr 27, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.34% | $767,325.36 | 27,483 | Mar 31, 2026 | May 28, 2026 |
|
FLIN
Franklin FTSE India ETF
|
ETF | Franklin Templeton | 0.03% | $699,544.49 | 584,075 | Mar 31, 2026 | May 21, 2026 |
|
AIMS
Acuitas Small Cap Active ETF
|
ETF | Independent / Boutique | 0.89% | $652,015.76 | 23,353 | Mar 31, 2026 | May 15, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 0.12% | $607,008.72 | 21,741 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $605,166.00 | 21,675 | Mar 31, 2026 | May 28, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $601,571.92 | 20,968 | Apr 30, 2026 | Jun 24, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.28% | $577,301.84 | 20,677 | Mar 31, 2026 | May 18, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $557,905.74 | 19,446 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $541,781.96 | 18,884 | Apr 30, 2026 | Jun 25, 2026 |
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