KAI · Kadant Inc · Shareholders & Ownership

$265.51 +0.70 (+0.26%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.13B

11.81M

Volume · Oct 20 107.14K Avg daily vol (3M) 142.27K

Every disclosed holder of KAI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns KAI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	327	13,084,962	110.80%	Yes
Insiders (Forms 3, 4, 5)	14	137,951	1.17%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,413,796	-11.97%	Negative
Registered funds (N-PORT, not summed)	309	6,574,950	55.68%	No

Shares outstanding: 11,809,117, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of KAI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,798,699	15.23%	+62,069	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	711,405	6.02%	+4,161	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	312,017	2.64%	+24,037	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	111,004	0.94%	+14,665	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	54,104	0.46%	+2,353	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	49,815	0.42%	-6,747	Jun 30, 2026	iShares Trust, not summed
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,244	9.11%	-86,351	Jun 30, 2026	carried, not yet filed for the newest quarter
3	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	876,946	7.43%	+8,250	Sep 30, 2026
3.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	234,755	1.99%	-70,129	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	125,460	1.06%	-8,447	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	8,119	0.07%	-714	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.4	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	5,520	0.05%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	710,867	6.02%	+8,927	Jun 30, 2026	carried, not yet filed for the newest quarter
5	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	687,393	5.82%	-140,142	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,346	4.51%	+3,298	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	482,921	4.09%	+22,407	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	108,704	0.92%	+2,150	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	33,585	0.28%	+1,911	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	29,955	0.25%	-52	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	14,645	0.12%	+684	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,190	0.04%	+80	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	454,554	3.85%	+6,713	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	375,468	3.18%	-861	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	348,784	2.95%	+185,611	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	30	0.00%	+23	Jul 31, 2026	E Trade Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,896	2.91%	+24,274	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	317,583	2.69%	+213,234	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,724	0.18%	+6,694	Jul 31, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,153	0.17%	+12,657	Jul 31, 2026	Goldman Sachs Trust, not summed
12.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	11,508	0.10%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
12.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	8,062	0.07%	+1,655	Jul 31, 2026	Goldman Sachs Trust, not summed
12.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	4,542	0.04%	+887	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	288,432	2.44%	-81,054	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	172,252	1.46%	-60,991	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,244	2.43%	+8,699	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	52,369	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	43,362	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	39,157	0.33%	+2,890	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	22,907	0.19%	+1,222	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,516	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	270,941	2.29%	-588	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,709	2.25%	+27,763	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	74,938	0.63%	+22,813	Jun 30, 2026	ROYCE FUND, not summed
16.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	59,186	0.50%	+976	Jun 30, 2026	ROYCE FUND, not summed
17	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,815	2.15%	-101,035	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,370	1.79%	+28,963	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	118,452	1.00%	-11,027	May 29, 2026	Delaware Group Equity Funds V, not summed
18.2	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	6,154	0.05%	+598	Jun 30, 2026	IVY FUNDS, not summed
18.3	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	3,387	0.03%	+331	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
18.4	Nomura VIP Opportunity Series Fund S000065938 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	1,350	0.01%	+170	Jun 30, 2026	Delaware VIP Trust, not summed
19	Grandeur Peak Global Advisors, LLC 13F CIK 1569137 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,036	1.79%	+97,433	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	GRANDEUR PEAK INTERNATIONAL STALWARTS FUND Fund S000080375 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	73,066	0.62%	+32,434	Jul 31, 2026	Grandeur Peak Global Trust, not summed
19.2	GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Fund S000080371 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	41,277	0.35%	+9,002	Jul 31, 2026	Grandeur Peak Global Trust, not summed
19.3	GRANDEUR PEAK GLOBAL STALWARTS FUND Fund S000080373 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	8,271	0.07%	+2,295	Jul 31, 2026	Grandeur Peak Global Trust, not summed
19.4	GRANDEUR PEAK US STALWARTS FUND Fund S000080367 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	2,909	0.02%	+710	Jul 31, 2026	Grandeur Peak Global Trust, not summed
19.5	GRANDEUR PEAK GLOBAL REACH FUND Fund S000080372 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	2,012	0.02%	+395	Jul 31, 2026	Grandeur Peak Global Trust, not summed
20	Virtus KAR Small-Cap Core Fund Fund S000021172 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	195,690	1.66%	-4,000	Jun 30, 2026	Virtus Equity Trust, not summed
21	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	194,573	1.65%	-57,657	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Riverbridge Growth Fund Fund S000039554 · Registered fund · May 31, 2026 INVESTMENT MANAGERS SERIES TRUST, not summed	4,882	0.04%	-946	May 31, 2026	INVESTMENT MANAGERS SERIES TRUST, not summed
22	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	158,366	1.34%	-14,099	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	24,863	0.21%	-4,257	Jun 30, 2026	Brown Advisory Funds, not summed
22.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	5,241	0.04%	-342	Jun 30, 2026	Brown Advisory Funds, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	156,080	1.32%	+4,254	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	152,296	1.29%	-22,550	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	107,764	0.91%	-33,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
24.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,032	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,813	0.02%	+382	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,837	1.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,265	1.27%	-59,684	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	63,375	0.54%	-41,975	Jun 30, 2026	Conestoga Funds, not summed
26.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	18,380	0.16%	-280	Jun 30, 2026	Conestoga Funds, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	148,074	1.25%	+1,851	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,078	0.05%	+578	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,195	0.01%	-34	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	324	0.00%	+16	Jul 31, 2026	FlexShares Trust, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	137,453	1.16%	+2,316	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	56,656	0.48%	-435	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,202	0.25%	+3,381	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	19,149	0.16%	-352	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,969	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	6,759	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	135,463	1.15%	+4,211	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	129,451	1.10%	+459	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	108,550	0.92%	+20,757	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	40,814	0.35%	-4,142	May 31, 2026	MFS SERIES TRUST XIII, not summed
31.2	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	7,397	0.06%	+3,016	May 31, 2026	MFS SERIES TRUST X, not summed
31.3	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	1,863	0.02%	+721	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
31.4	MFS Global New Discovery Fund Fund S000035048 · Registered fund · May 31, 2026 MFS SERIES TRUST IV, not summed	1,826	0.02%	-71	May 31, 2026	MFS SERIES TRUST IV, not summed
31.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	929	0.01%	+165	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	108,182	0.92%	-10,066	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,316	0.91%	-21,765	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	42,000	0.36%	-18,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
34	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	106,160	0.90%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	101,929	0.86%	-7,543	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,551	0.86%	+12,939	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	96,452	0.82%	-3,047	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	131,495	1.11%	+14,879	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	60,965	0.52%	-485	May 31, 2026	Fidelity Concord Street Trust, not summed
37.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	45,960	0.39%	0	Jul 31, 2026	Fidelity Capital Trust, not summed
37.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	36,837	0.31%	-3,100	Jul 31, 2026	Fidelity Securities Fund, not summed
37.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	22,242	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
38	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	91,568	0.78%	+4,553	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	85,061	0.72%	+3,146	Jun 30, 2026	carried, not yet filed for the newest quarter
40	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,910	0.71%	-1,713	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	8,703	0.07%	-338	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	82,496	0.70%	+1,410	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	458	0.00%	+30	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	81,720	0.69%	-4,024	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,965	0.02%	+240	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
42.2	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	65	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
43	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,583	0.67%	+1,530	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	GMO Small Cap Quality Fund Fund S000077554 · Registered fund · May 31, 2026 GMO TRUST, not summed	59,017	0.50%	+1,969	May 31, 2026	GMO TRUST, not summed
43.2	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	5,630	0.05%	+59	May 31, 2026	GMO TRUST, not summed
44	DUDLEY & SHANLEY, INC. 13F CIK 883511 · Registered investment adviser · Sep 30, 2026	72,782	0.62%	-2,953	Sep 30, 2026
45	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	66,821	0.57%	+674	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	65,015	0.55%	-122	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	63,299	0.54%	-9,325	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Chevy Chase Trust Holdings, LLC 13F CIK 1462020 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	63,275	0.54%	-11,004	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Handelsbanken Fonder AB 13F CIK 1398318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	61,794	0.52%	+715	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Powell Jeffrey L Insider CIK 1406518 · Jun 3, 2026 Director, President & CEO, issuer-wide	60,949	0.52%	0	Jun 3, 2026	Director, President & CEO, issuer-wide

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Key facts CIK 886346 CUSIP 48282T104 13F (30d) 34 filings 34 filers Visit website Investor relations