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/KBDC/capital-change-brief"
Use Arkolith's capital_change_brief for KBDC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE OF MICHIGAN RETIREMENT SYSTEM | $90.1M | 6.6M | —Held | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $76.4M | 5.6M | ▲+2.6% Added · +144K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | $15.3M | 1.1M | ▼−17% Reduced · −235K sh | Q1 2026 | |
| 4 | FRANKLIN RESOURCES INC | $10.3M | 752K | ▲+20% Added · +128K sh | Q1 2026 | |
| 5 | UBS Group AG | $8.9M | 647K | ▲+12% Added · +71K sh | Q1 2026 | |
| 6 | VAN ECK ASSOCIATES CORP | Withheld | 598K | ▼−27% Reduced · −226K sh | Q1 2026 | |
| 7 | Russell Investments Group, Ltd. | $7.6M | 552K | ▲+184% Added · +358K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $6.3M | 458K | ▲+14% Added · +58K sh | Q1 2026 | |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | $5.4M | 391K | ▲New +391K sh | Q1 2026 | |
| 10 | Corient Private Wealth LLC | $4.8M | 377K | ▼−7.1% Reduced · −29K sh | Q1 2026 | |
| 11 | Callodine Capital Management, LP | $4.0M | 292K | ▼−27% Reduced · −108K sh | Q1 2026 | |
| 12 | Activest Wealth Management | $3.4M | 247K | ▲+19% Added · +39K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $3.3M | 242K | ▼−46% Reduced · −208K sh | Q1 2026 | |
| 14 | HB Wealth Management, LLC | $3.2M | 235K | ▲+8.0% Added · +17K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $3.1M | 226K | ▲+14% Added · +29K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $2.6M | 190K | ▲New +190K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $2.0M | 145K | ▲+102% Added · +73K sh | Q1 2026 | |
| 18 | Adams Asset Advisors, LLC | $1.4M | 101K | ▲+397% Added · +81K sh | Q2 2026 | |
| 19 | Hennion & Walsh Asset Management, Inc. | $1.3M | 100K | ▲+46% Added · +31K sh | Q2 2026 | |
| 20 | Cresset Asset Management, LLC | $1.3M | 95K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 21 | STATE STREET CORP | $1.2M | 83K | ▲New +83K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | $1.1M | 80K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $1.1M | 78K | ▲+34% Added · +20K sh | Q1 2026 | |
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.0M | 75K | ▲+62% Added · +29K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $927K | 68K | ▲+63% Added · +26K 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 |
|---|---|---|---|---|---|
| Mar 6, 2026 | MARUCCI GEORGE E JR | Director | Buy (P) | 9K | $124K |
| Mar 4, 2026 | MARUCCI GEORGE E JR | Director | Buy (P) | 1K | $14K |
| Sep 29, 2025 | Smith Rhonda Scott | Director | Buy (P) | 365 | $5K |
| May 28, 2025 | ROBO JAMES L | Director | Buy (P) | 122K | $1.9M |
| May 28, 2025 | ROBO JAMES L | Director | Buy (P) | 43K | $681K |
| May 28, 2025 | Rabil Albert | Director | Sell (S) | 122K | $1.9M |
| May 28, 2025 | Rabil Albert | Director | Sell (S) | 43K | $681K |
| May 23, 2025 | Rabil Albert | Director | Sell (S) | 10K | $158K |
| May 23, 2025 | Rabil Albert | Director | Sell (S) | 5K | $79K |
| May 23, 2025 | Rabil Albert | Director | Sell (S) | 5K | $78K |
| May 23, 2025 | Rabil Albert | Director | Sell (S) | 5K | $78K |
| May 23, 2025 | Rabil Albert | Director | Sell (S) | 5K | $78K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 22 funds | $6.1B |
| AMAZON.COM INCAMZN | 22 funds | $6.1B |
| BROADCOM INCAVGO | 22 funds | $4.1B |
| ELI LILLY & COLLY | 22 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 22 funds | $1.6B |
| VISA INC-CLASS A SHARESV | 22 funds | $1.6B |
| CHEVRON CORPCVX | 22 funds | $1.5B |
| MASTERCARD INC - AMA | 22 funds | $1.1B |
| MORGAN STANLEYMS | 22 funds | $1.1B |
| HONEYWELL INTERNATIONAL INCHON | 22 funds | $554.6M |
| CONOCOPHILLIPSCOP | 22 funds | $471.1M |
| NVIDIA CORPNVDA | 21 funds | $9.1B |
Ranked by how many of KBDC'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 KBDC. 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.