KBDC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow -30.0% ·
net new positions +2.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 6.62M | $89.56M | +5 | −4 |
| Q1 2026 | 34 | +5 | 9.99M | $136.68M | +8 | −3 |
| Q4 2025 | 29 | +4 | 9.79M | $140.32M | +4 | — |
| Q3 2025 | 5 | -1 | 940.33K | $12.53M | — | −1 |
| Q2 2025 | 4 | 0 | 472.83K | $7.22M | — | — |
| Q1 2025 | 3 | -1 | 459.09K | $7.45M | — | −1 |
| Q4 2024 | 4 | 0 | 281.80K | $4.66M | — | — |
| Q3 2024 | 4 | +2 | 119.08K | $1.93M | +2 | — |
| Q2 2024 | 2 | — | 120.93K | $1.93M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Russell Investments Group, Ltd. | 796.32K | +44.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Franklin Resources Inc | 779.76K | +3.7% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 747.23K | +15.4% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 662.12K | +44.5% | $8.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 608.96K | New | $8.24M | 0.0% | New | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 590.50K | New | $7.99M | 0.0% | New | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 377.86K | +0.1% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 250.83K | +72.6% | $3.39M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 239.14K | +5.6% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | BlackRock ✦ (passive) | 235.87K | -2.4% | $3.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Hrt Financial Lp | 186.49K | +52.4% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 129.63K | +66.7% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 124.59K | -97.8% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 104.22K | +358.6% | $1.41M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passive) | 97.94K | +17.8% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 83.19K | +77.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 75.19K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 70.21K | +3.9% | $950,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Cerity Partners LLC | 67.82K | +0.9% | $917,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Brown Advisory Inc | 64.59K | +4.6% | $873,971 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 44.68K | +309.8% | $604,466 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Quantinno Capital Management LP | 43.84K | 0.0% | $593,101 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 31.64K | New | $428,089 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 30.04K | -84.2% | $406,373 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 26.44K | -20.5% | $357,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 25.46K | +1.4% | $344,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Sei Investments Co | 24.58K | -53.8% | $332,574 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Invesco Ltd. | 23.54K | +53.2% | $318,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 22.70K | +126.1% | $307,199 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 14.41K | -10.8% | $195,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 13.01K | 0.0% | $175,971 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 10.86K | New | $146,922 | 0.0% | New | 1 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 10.17K | -30.8% | $137,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 2.40K | -78.0% | $32,472 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 13 | 0.0% | $181 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $8.24M | 0.0% |
| Cetera Investment Advisers | $7.99M | 0.0% |
| Commonwealth Equity Services… | $1.02M | 0.0% |
| Raymond James Financial Inc | $428,089 | 0.0% |
| Baird Financial Group, Inc. | $146,922 | 0.0% |
Exited
| Susquehanna International… | $291,289 | was 0.0% |
| Balyasny Asset Management L.P. | $155,763 | was 0.0% |
| Citigroup Inc | $65,746 | was 0.0% |
| Nomura Asset Management Co Ltd | $28,236 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 36.77M shares, $492.69M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 146.75K sh @ 13.03 · $1.91M
Director · 105.00K sh @ 13.05 · $1.37M
Director · 94.12K sh @ 13.08 · $1.23M
Director · 20.84K sh @ 13.13 · $273,747
Director · 340.00K sh @ 13.04 · $4.43M
Director · 60.00K sh @ 13.02 · $781,020
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology