Funds holding Karat Packaging Inc
143 funds declare a position · 31 ETFs and 112 other funds · 60.6M $· 532.5K € · US48563L1017
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 283,933 | 7.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 218,652 | 5.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 202,364 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 119,177 | 2.9M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 5 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 106,957 | 3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 95,050 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 93,680 | 2.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 87,173 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 85,393 | 2.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares Russell 2000 Growth ETF iShares Trust | 71,359 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 11 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 63,178 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 47,693 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 42,314 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 38,000 | 936.7K $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 15 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 36,470 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 16 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 36,000 | 887.4K $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 17 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,460 | 960K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 27,483 | 767.3K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 19 | Acuitas Small Cap Active ETF Series Portfolios Trust | 23,353 | 652K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 20 | VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 21,741 | 607K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 21,675 | 605.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 22 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 21,368 | 526.7K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 23 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,968 | 601.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 24 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 20,677 | 577.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 25 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,446 | 557.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 26 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 19,110 | 533.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 27 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 18,884 | 541.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 15,999 | 394.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 29 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,982 | 369.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,589 | 359.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 13,975 | 390.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 32 | Master Small Cap Index Series Quantitative Master Series LLC | 12,386 | 345.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 33 | Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 11,612 | 333.1K $ | 2.88 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,593 | 285.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 35 | Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 11,032 | 271.9K $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 36 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 10,825 | 302.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 37 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,528 | 302K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 10,500 | 301.2K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 39 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 10,346 | 255K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,530 | 266.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,094 | 224.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 42 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,926 | 195.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 43 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,805 | 217.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,996 | 200.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 6,986 | 200.4K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 46 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 6,536 | 182.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | Diversified Equity Master Portfolio Master Investment Portfolio | 6,126 | 171K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 6,112 | 150.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 49 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 5,979 | 166.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 50 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,100 | 142.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,874 | 136.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,796 | 137.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 4,488 | 128.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 54 | Avantis U.S. Equity ETF American Century ETF Trust | 4,473 | 110.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 55 | Small Cap Index Fund Northern Funds | 4,224 | 117.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,045 | 112.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,756 | 107.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 58 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,746 | 107.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,715 | 103.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 3,663 | 105.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,352 | 96.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | EQ/Small Company Index Portfolio EQ Advisors Trust | 3,340 | 93.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,249 | 90.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,240 | 90.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Small Cap Index Fund VALIC Co I | 3,215 | 79.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,113 | 89.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,014 | 86.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,900 | 81K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 2,832 | 81.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 70 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,653 | 74.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,625 | 75.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,531 | 62.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 73 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,484 | 69.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 74 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,415 | 69.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,335 | 67K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 2,328 | 65K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 77 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,148 | 60K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,987 | 55.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,920 | 53.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 80 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,737 | 48.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,694 | 47.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,672 | 46.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,611 | 46.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,576 | 44K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 85 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,571 | 43.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 86 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,452 | 35.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 87 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,400 | 34.5K $ | as of Feb 28, 2026 · Original filing | |
| 88 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,363 | 39.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 89 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,174 | 32.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,115 | 31.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,021 | 28.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,000 | 24.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 93 | Victory Extended Market Index Fund Victory Portfolios III | 994 | 28.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 927 | 26.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 900 | 25.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 883 | 24.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Column Small Cap Fund Trust for Professional Managers | 860 | 21.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 819 | 23.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 792 | 22.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 772 | 19K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
Institutional managers
125 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| 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 |
| Trexquant Investment LP | 73,247 | 2M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 69,115 | 1.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 53,319 | 1.5M $ | as of Mar 31, 2026 |