82 tracked 13F filers disclose a position in KBDC as of the latest SEC 13F filings, a combined $337.0M in reported value. 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.
| # | 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 | HF Capital, LLC | $30.0M | 2.2M | ▼−5.5% Reduced · −128K sh | Q2 2026 | |
| 4 | Pathstone Holdings, LLC | $15.3M | 1.1M | ▼−17% Reduced · −235K sh | Q1 2026 | |
| 5 | Requisite Capital Management, LLC | $13.2M | 843K | ▲+130% Added · +477K sh | Q2 2025 | |
| 6 | FRANKLIN RESOURCES INC | $10.3M | 752K | ▲+20% Added · +128K sh | Q1 2026 | |
| 7 | UBS Group AG | $8.9M | 647K | ▲+12% Added · +71K sh | Q1 2026 | |
| 8 | Columbus Macro, LLC | $8.3M | 611K | ▲New +611K sh | Q2 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 598K | ▼−27% Reduced · −226K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $7.6M | 552K | ▲+184% Added · +358K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $6.3M | 458K | ▲+14% Added · +58K sh | Q1 2026 | |
| 12 | KENNEDY CAPITAL MANAGEMENT LLC | $5.4M | 391K | ▲New +391K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $4.8M | 377K | ▼−7.1% Reduced · −29K sh | Q1 2026 | |
| 14 | Sage Mountain Advisors LLC | $4.8M | 353K | ▼−15% Reduced · −65K sh | Q2 2026 | |
| 15 | Callodine Capital Management, LP | $4.0M | 292K | ▼−27% Reduced · −108K sh | Q1 2026 | |
| 16 | AMERICAN FINANCIAL GROUP INC | $3.8M | 284K | ▲+38% Added · +78K sh | Q2 2026 | |
| 17 | HB Wealth Management, LLC | $3.8M | 280K | ▲+19% Added · +45K sh | Q2 2026 | |
| 18 | Activest Wealth Management | $3.4M | 247K | ▲+19% Added · +39K sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $3.3M | 242K | ▼−46% Reduced · −208K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $3.1M | 226K | ▲+14% Added · +29K sh | Q1 2026 | |
| 21 | AG Asset Advisory, LLC | $2.8M | 203K | —Held | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $2.6M | 190K | ▲New +190K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $2.0M | 145K | ▲+102% Added · +73K sh | Q1 2026 | |
| 24 | Centric Wealth Management | $2.0M | 132K | —Held | Q2 2026 | |
| 25 | DBA TRADING, LLC | $1.7M | 122K | —Held | Q2 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.
Last quarter, 12 funds opened a new position in KBDC and 16 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $76.7B |
| ALPHABET INC-CL AGOOGL | 42 funds | $44.6B |
| CISCO SYSTEMS INCCSCO | 41 funds | $9.8B |
| APPLE INCAAPL | 40 funds | $83.7B |
| ALPHABET INC-CL CGOOG | 40 funds | $35.3B |
| JPMORGAN CHASE & COJPM | 40 funds | $17.6B |
| CHEVRON CORPCVX | 40 funds | $9.9B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $33.6B |
| EXXONMOBIL HOLDINGS CORPXOM | 39 funds | $15.8B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $7.7B |
| NVIDIA CORPNVDA | 38 funds | $109.3B |
| AMAZON.COM INCAMZN | 38 funds | $50.4B |
Ranked by how many of KBDC's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
Connected entities for KBDC
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.
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.