This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BBDC/capital-change-brief"
Use Arkolith's capital_change_brief for BBDC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BARINGS LLC | $112.3M | 13.6M | —Held | Q1 2026 | |
| 2 | PRIVATE MANAGEMENT GROUP INC | $35.4M | 4.3M | ▲+14% Added · +535K sh | Q1 2026 | |
| 3 | ARES MANAGEMENT LLC | $29.9M | 3.6M | ▲+1.1% Added · +40K sh | Q1 2026 | |
| 4 | Cresset Asset Management, LLC | $19.1M | 2.3M | ▲+19% Added · +370K sh | Q1 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 1.8M | ▼−20% Reduced · −469K sh | Q1 2026 | |
| 6 | UBS Group AG | $13.0M | 1.6M | ▲+6.0% Added · +89K sh | Q1 2026 | |
| 7 | Diameter Capital Partners LP | $12.1M | 1.5M | ▲+52% Added · +505K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $8.2M | 998K | ▲+11% Added · +98K sh | Q1 2026 | |
| 9 | DIMENSION CAPITAL MANAGEMENT LLC | $8.1M | 985K | ▲+30% Added · +226K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $8.1M | 979K | ▲+34% Added · +246K sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $8.0M | 971K | ▲+10% Added · +90K sh | Q1 2026 | |
| 12 | Focus Partners Wealth | $7.9M | 955K | ▼−4.8% Reduced · −48K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $7.6M | 925K | ▲+5.2% Added · +46K sh | Q1 2026 | |
| 14 | Legal & General Group Plc | $7.0M | 851K | ▲+13% Added · +100K sh | Q1 2026 | |
| 15 | Russell Investments Group, Ltd. | $7.0M | 848K | ▲+181% Added · +546K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $5.1M | 617K | ▼−5.3% Reduced · −34K sh | Q1 2026 | |
| 17 | Sumitomo Mitsui Trust Group, Inc. | $4.8M | 577K | —Held | Q1 2026 | |
| 18 | BlackRock, Inc. | $4.1M | 494K | ▼−42% Reduced · −354K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $3.7M | 448K | ▼−15% Reduced · −79K sh | Q1 2026 | |
| 20 | Advisors Asset Management, Inc. | $3.4M | 408K | ▲+4.0% Added · +16K sh | Q1 2026 | |
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.5M | 308K | ▼−10% Reduced · −35K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $2.5M | 306K | ▲New +306K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $2.5M | 300K | ▲+7.3% Added · +20K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $2.3M | 280K | ▼−7.0% Reduced · −21K sh | Q1 2026 | |
| 25 | Callodine Capital Management, LP | $2.1M | 260K | ▼−27% Reduced · −97K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | McDonnell Thomas | Chief Executive Officer | Buy (P) | 10K | $83K |
| Dec 9, 2025 | BYERS STEPHEN R | Director | Buy (P) | 7K | $61K |
| Dec 9, 2025 | BYERS STEPHEN R | Director | Sell (S) | 6K | $51K |
| Jun 6, 2025 | BYERS STEPHEN R | Director | Buy (P) | 9K | $77K |
| Jun 6, 2025 | Murray Elizabeth A. | CFO and COO and PAO | Buy (P) | 3K | $30K |
| May 19, 2025 | Lloyd Eric J | CEO, Director | Buy (P) | 7K | $65K |
| May 19, 2025 | Lloyd Eric J | CEO, Director | Buy (P) | 27K | $249K |
| May 19, 2025 | Freund Matthew | President | Buy (P) | 4K | $32K |
| Dec 13, 2024 | BYERS STEPHEN R | Director | Buy (P) | 8K | $83K |
| Dec 12, 2024 | O'Connor Michael James | Insider | Sell (S) | 29K | $285K |
| Dec 11, 2024 | Freund Matthew | President | Buy (P) | 1K | $10K |
| Dec 11, 2024 | Freund Matthew | President | Buy (P) | 2K | $15K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 64 funds | $15.9B |
| NVIDIA CORPNVDA | 63 funds | $22.1B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $7.2B |
| WALMART INCWMT | 63 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $3.7B |
| PEPSICO INCPEP | 63 funds | $1.4B |
| BLACKSTONE INCBX | 63 funds | $731.2M |
| APPLE INCAAPL | 62 funds | $20.3B |
| ALPHABET INC-CL AGOOGL | 62 funds | $10.7B |
| BROADCOM INCAVGO | 62 funds | $7.3B |
| JPMORGAN CHASE & COJPM | 62 funds | $6.6B |
| ELI LILLY & COLLY | 62 funds | $4.3B |
Ranked by how many of BBDC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BBDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.