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Security record · archived quarter

KBDC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34Tracked holders
+5Δ holders
9.99MShares held
$136.68MReported value
+8New positions
−3Exits
Strongly Rising 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +17.2% · share flow +2.1% · net new positions +14.7% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 34 +1 6.59M $89.20M +5 −5
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 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 5.57M +2.6% $76.35M 0.0% ▲ Add 2 SEC ↗ ×2
2 Franklin Resources Inc 752.19K +20.4% $10.32M 0.0% ▲ Add 2 SEC ↗
3 UBS Group AG 647.49K +12.2% $8.88M 0.0% ▲ Add 2 SEC ↗ ×2
4 Russell Investments Group, Ltd. 551.82K +184.2% $7.57M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley ✦ 458.06K +14.4% $6.28M 0.0% ▲ Add 3 SEC ↗
6 Corient Private Wealth LP 377.46K -53.5% $4.75M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock ✦ (passive) 241.53K -46.3% $3.31M 0.0% ▼ Trim 4 SEC ↗
8 Wells Fargo & Company/Mn 226.40K +14.5% $3.11M 0.0% ▲ Add 2 SEC ↗
9 Jane Street Group, Llc 189.72K New $2.60M 0.0% New 1 SEC ↗ ×2
10 Renaissance Technologies ✦ 145.32K +101.8% $1.99M 0.0% ▲ Add 7 SEC ↗
11 Hrt Financial Lp 122.38K New $1.68M 0.0% New 1 SEC ↗
12 State Street Global Advisors ✦ (passive) 83.11K New $1.17M 0.0% New 1 SEC ↗
13 Citadel Advisors ✦ 77.75K +34.5% $1.07M 0.0% ▲ Add 2 SEC ↗ ×2
14 Royal Bank Of Canada 67.56K +62.8% $927,000 0.0% ▲ Add 2 SEC ↗
15 Cerity Partners LLC 67.20K +49.0% $922,003 0.0% ▲ Add 2 SEC ↗
16 Brown Advisory Inc 61.76K +72.0% $847,306 0.0% ▲ Add 2 SEC ↗ ×2
17 Sei Investments Co 53.18K New $729,658 0.0% New 1 SEC ↗ ×2
18 Stifel Financial Corp 46.90K -0.6% $643,413 0.0% ▼ Trim 2 SEC ↗ ×2
19 Quantinno Capital Management LP 43.84K 0.0% $601,430 0.0% Held 2 SEC ↗
20 HighTower Advisors, LLC 33.27K New $456,492 0.0% New 1 SEC ↗
21 Truist Financial Corp 25.12K +3.0% $344,633 0.0% ▲ Add 2 SEC ↗
22 Millennium Management ✦ 22.73K -91.1% $311,842 0.0% ▼ Trim 8 SEC ↗
23 Susquehanna International Group, Llp 21.23K +84.9% $291,289 0.0% ▲ Add 2 SEC ↗
24 T. Rowe Price ✦ 16.16K -30.0% $222,000 0.0% ▼ Trim 2 SEC ↗
25 Invesco Ltd. 15.37K -72.3% $210,822 0.0% ▼ Trim 2 SEC ↗
26 D. E. Shaw & Co. ✦ 14.69K New $201,533 0.0% New 1 SEC ↗
27 Rockefeller Capital Management L.P. 13.01K 0.0% $178,442 0.0% Held 2 SEC ↗
28 Balyasny Asset Management L.P. 11.35K New $155,763 0.0% New 1 SEC ↗
29 Bnp Paribas Financial Markets 10.90K -75.5% $149,617 0.0% ▼ Trim 2 SEC ↗
30 Osaic Holdings, Inc. 10.90K +5.7% $149,561 0.0% ▲ Add 2 SEC ↗
31 Squarepoint Ops LLC 10.04K -95.5% $137,776 0.0% ▼ Trim 2 SEC ↗
32 Citigroup Inc 4.79K -0.7% $65,746 0.0% ▼ Trim 2 SEC ↗
33 Nomura Asset Management Co Ltd 2.06K New $28,236 0.0% New 1 SEC ↗
34 JPMorgan Chase ✦ 13 -99.9% $179 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Point72 Asset Management $641,550 was 0.0%
Marshall Wace $449,648 was 0.0%
Commonwealth Equity Services… $213,070 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 28 ROBO JAMES L

Director · 146.75K sh @ 13.03 · $1.91M

Sep 24 ROBO JAMES L

Director · 105.00K sh @ 13.05 · $1.37M

Sep 23 ROBO JAMES L

Director · 94.12K sh @ 13.08 · $1.23M

Sep 22 ROBO JAMES L

Director · 20.84K sh @ 13.13 · $273,747

Sep 16 ROBO JAMES L

Director · 340.00K sh @ 13.04 · $4.43M

Sep 14 ROBO JAMES L

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

Beneficial ownership
Aug 14 SC 13G/A — Koch Companies Defined Benefit Master…

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API