AI Holders Summary · Q2 2026

94 institutions reported KBDC in Q2 2026. Koch, Inc. leads at 36.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Koch, Inc.

CIK 0002027344

$142M10.5M12.96%Q2 2026 02

STATE OF MICHIGAN RETIREMENT SYSTEM

CIK 0000762152

$89M6.6M0.39%Q2 2026 03

HF Capital, LLC

CIK 0002063476

$30M2.2M10.11%Q2 2026 04

Pathstone Holdings, LLC

CIK 0002011612

$14M1.1M0.04%Q2 2026 05

Russell Investments Group, Ltd.

CIK 0001692234

$11M796K0.01%Q2 2026 06

FRANKLIN RESOURCES INC

CIK 0000038777

$11M780K0.00%Q2 2026 07

UBS Group AG

CIK 0001610520

$10M747K0.00%Q2 2026 08

VAN ECK ASSOCIATES CORP

CIK 0000869178

$9M670K0.01%Q2 2026 09

Requisite Capital Management, LLC

CIK 0001730573

$9M645K1.49%Q2 2026 10

MORGAN STANLEY

CIK 0000895421

$9M662K0.00%Q2 2026 11

Columbus Macro, LLC

CIK 0001727269

$8M611K0.80%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$8M609K0.00%Q2 2026 13

Cetera Investment Advisers

CIK 0001666741

$8M590K0.01%Q2 2026 14

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$5M385K0.09%Q2 2026 15

Corient Private Wealth LLC

CIK 0001948780

$5M378K0.01%Q2 2026 16

Sage Mountain Advisors LLC

CIK 0001832274

$5M353K0.29%Q2 2026 17

Callodine Capital Management, LP

CIK 0001741675

$4M292K0.28%Q1 2026 18

AMERICAN FINANCIAL GROUP INC

CIK 0001042046

$4M284K1.35%Q2 2026 19

HB Wealth Management, LLC

CIK 0001911253

$4M280K0.02%Q2 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M251K0.00%Q2 2026

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