AI Holders Summary · Q1 2026

97 institutions reported KBDC in Q1 2026. Koch, Inc. leads at 35.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Koch, Inc.

CIK 0002027344

$167M12.2M18.13%Q1 2026 02

STATE OF MICHIGAN RETIREMENT SYSTEM

CIK 0000762152

$90M6.6M0.48%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$76M5.6M0.01%Q1 2026 04

HF Capital, LLC

CIK 0002063476

$32M2.3M13.45%Q1 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$15M1.1M0.06%Q1 2026 06

FRANKLIN RESOURCES INC

CIK 0000038777

$10M752K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$9M647K0.00%Q1 2026 08

Requisite Capital Management, LLC

CIK 0001730573

$9M606K1.59%Q1 2026 09

Columbus Macro, LLC

CIK 0001727269

$8M611K0.80%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$8M598K0.01%Q1 2026 11

Russell Investments Group, Ltd.

CIK 0001692234

$8M552K0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$6M458K0.00%Q1 2026 13

Sage Mountain Advisors LLC

CIK 0001832274

$6M418K0.40%Q1 2026 14

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$5M391K0.11%Q1 2026 15

Corient Private Wealth LLC

CIK 0001948780

$5M377K0.01%Q1 2026 16

Callodine Capital Management, LP

CIK 0001741675

$4M292K0.28%Q1 2026 17

BlackRock, Inc.

CIK 0002012383

$3M242K0.00%Q1 2026 18

HB Wealth Management, LLC

CIK 0001911253

$3M235K0.02%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M226K0.00%Q1 2026 20

AMERICAN FINANCIAL GROUP INC

CIK 0001042046

$3M206K1.05%Q1 2026

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