How many institutions own KBDC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own KBDC shares is 77, representing 34.53% of the company's common stock.

Who are the major shareholders selling Kayne Anderson BDC, Inc. stock?

CERITY PARTNERS LLC, in the last quarter, reduced its stake in KBDC by -53.6% restricting it's holding to 66.4 thousand shares of worth nearly $884.46K. HRT FINANCIAL LP also lessened -2.57% of the KBDC shares from its portfolio, reducing its holding to 70 thousand shares of worth $932.00K. MILLENNIUM MANAGEMENT LLC also shunned KBDC shares holding by -38.2% last quarter which brought its holding to 83.08 thousand shares worth $1.11M.

Investors who are buying KBDC stock?

As per its latest 13F filing, BALYASNY ASSET MANAGEMENT L.P. increased its stake in KBDC by 100% in the last quarter. The institutional holder raised its holding to 27.75 thousand shares having worth more than $369.64K. NEUBERGER BERMAN GROUP LLC also added 100% more shares of KBDC to its portfolio, raising its holding to 30 thousand shares of worth $399.60K. ZUCKERMAN INVESTMENT GROUP, LLC also increased its KBDC shares holding by 16.67% which brought its holding to 35 thousand shares worth $466.20K.

KBDC's major insiders: who are they?

The insider with the most stakes in KBDC is ROBO JAMES L , director at the company. Additionally, KBDC stock is highly held by director Smith Rhonda Scott and director Rabil Albert among others.

Did an insider recently sell KBDC stock?

Company executives, directors, and other insiders own 27.11% percent of Kayne Anderson BDC, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which KBDC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include RABIL ALBERT.

Which insider recently purchased KBDC stock?

There have been 1 transaction(s) during the past 6-months in which Kayne Anderson BDC, Inc. insiders have bought stock, totalling 365 shares

How much of KBDC does insiders own?

Around 1.62K Kayne Anderson BDC, Inc. shares are held by insiders, which represents about 27.11% of KBDC stock.

Who is the insider with the largest stake?

KBDC director, ROBO JAMES L holds the largest portfolio of the company's shares. KBDC shares owned by ROBO total nearly 1.62 million.

Which institution holds the most shares in KBDC?

BALYASNY ASSET MANAGEMENT L.P. is the largest institutional owner in KBDC which holds 27.75 thousand shares worth $369.64K or 0.04% of the total KBDC shares outstanding followed by NEUBERGER BERMAN GROUP LLC with ownership of 30 thousand shares representing 0.04% of the KBDC ownership. BIP WEALTH, LLC is the third largest stakeholder with 30.42 thousand shares or 0.04% of the ownership worth more than $405.25K.

Is Kayne Anderson BDC, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the KBDC is concerned, it is a stock which is not optionable.

Is there a short position on KBDC's shares?

Number of KBDC shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding KBDC shares are there?

As of today, null shares of KBDC are outstanding.

Is there many float in KBDC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, KBDC has null shares in float.

KBDC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for KBDC is null.

Kayne Anderson BDC (KBDC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

27.11% Percentage of Shares held by All Insiders

34.53% Percentage of Shares held by All Institutions

47.37% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 34.53% of KBDC shares are held by financial institutions. BALYASNY ASSET MANAGEMENT L.P. is the top corporate investor, holding 27.75K shares valued at $369.64K. A 0.04% stake in Kayne Anderson BDC, Inc. is owned by the company. NEUBERGER BERMAN GROUP LLC owns 30K shares valued at $399.60K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.04%	27.75K	369.64K	27.75K	+100.00%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.04%	30K	399.6K	30K	+100.00%
Sep 30, 2025	BIP WEALTH, LLC	0.04%	30.42K	405.25K	0	0
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.05%	35K	466.2K	5K	+16.67%
Sep 30, 2025	BROWN ADVISORY INC	0.05%	35.9K	478.2K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	36.35K	484.24K	0	0
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	40.48K	539.21K	40.48K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	79.54K	1.06M	8.04K	+11.24%
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	0.11%	81.13K	1.08M	0	0
Sep 30, 2025	MAREX GROUP PLC	0.08%	56.1K	747.23K	37.4K	+199.99%
Sep 30, 2025	CERITY PARTNERS LLC	0.09%	66.4K	884.46K	-76.7K	-53.60%
Sep 30, 2025	HRT FINANCIAL LP	0.1%	70K	932K	-1.85K	-2.57%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.12%	83.08K	1.11M	-51.34K	-38.20%
Sep 30, 2025	MQS MANAGEMENT LLC	0.06%	45.6K	607.37K	45.6K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.07%	49.86K	664.07K	-6.25K	-11.13%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.07%	50.9K	677.96K	10.14K	+24.88%
Sep 30, 2025	ACCELERATE INVESTMENT ADVISORS LLC	0.07%	51.8K	689.93K	-10.95K	-17.45%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.07%	53K	705.96K	53K	+100.00%
Sep 30, 2025	NORTH GROUND CAPITAL	0.14%	100K	1.33M	100K	+100.00%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.2%	143.37K	2.06M	-18.3K	-11.32%
Sep 30, 2025	SLATESTONE WEALTH, LLC	0.21%	149.97K	2M	-3.05K	-1.99%
Sep 30, 2025	UBS GROUP AG	0.22%	158.02K	2.1M	-78.1K	-33.08%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.22%	158.56K	2.11M	-135.94K	-46.16%
Sep 30, 2025	AG ASSET ADVISORY, LLC	0.29%	203.3K	2.71M	203.3K	+100.00%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.31%	220.29K	2.93M	23.62K	+12.01%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.43%	308.22K	4.11M	84.56K	+37.81%
Sep 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.56%	400K	5.33M	62.27K	+18.44%
Sep 30, 2025	MAGNETAR FINANCIAL LLC	0.09%	66.41K	884.62K	66.41K	+100.00%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.13%	93.54K	1.28M	0	0
Sep 30, 2025	BLACKROCK, INC.	0.64%	453.83K	6.05M	444.28K	+4,652.18%
Sep 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	1.07%	756.96K	10.39M	-85.77K	-10.18%
Sep 30, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.03%	18.45K	253.09K	0	0
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.39%	273.61K	3.64M	273.61K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.3%	214.36K	2.86M	48.95K	+29.59%
Sep 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.48%	342.79K	4.7M	-59.62K	-14.81%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.74%	527.77K	7.03M	-9.81K	-1.82%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.03%	20.91K	278.57K	20.91K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	21K	280K	13.6K	+183.81%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	21.07K	280.61K	0	0
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.03%	22.66K	301.25K	22.66K	+100.00%
Sep 30, 2025	EQUITEC PROPRIETARY MARKETS, LLC	0.17%	122K	1.63M	0	0
Sep 30, 2025	TCTC HOLDINGS, LLC	0.03%	17.88K	238.22K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.35%	5.21M	69.41M	614.39K	+13.37%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.03%	17.95K	239.09K	17.95K	+100.00%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.03%	17.95K	239.09K	17.95K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.81K	304K	555	+2.49%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	23.01K	306.44K	23.01K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.03%	24.4K	325K	-1	0.00%
Sep 30, 2025	PROMUS CAPITAL, LLC	0.04%	24.88K	331.42K	0	0
Sep 30, 2025	VOLEON CAPITAL MANAGEMENT LP	0.04%	25.88K	344.71K	25.88K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.08%	55.65K	741.23K	10.59K	+23.49%
Sep 30, 2025	KOCH, INC.	17.18%	12.18M	162.26M	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	2.45%	1.74M	23.15M	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	2.04%	1.45M	19.26M	1.24M	+612.79%
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	1.49%	1.06M	14.1M	128.06K	+13.76%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	17.27K	229.97K	2.2K	+14.63%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.02%	16.85K	231.24K	-4.27K	-20.22%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	16.82K	224K	16.82K	+100.00%
Sep 30, 2025	GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S.	0.02%	15.84K	210.92K	-2.35K	-12.92%
Sep 30, 2025	SGL INVESTMENT ADVISORS, INC.	0.02%	15.8K	226.4K	0	0
Sep 30, 2025	CITIGROUP INC	0.02%	15.34K	204.34K	15.34K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	15.25K	203.14K	-4.05K	-20.98%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.02%	14.9K	198.48K	0	0
Sep 30, 2025	VEERY CAPITAL, LLC	0.02%	14.9K	198.48K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	14.75K	196.47K	0	0
Sep 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.02%	13.48K	179.49K	1.1K	+8.89%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.02%	13.38K	178.22K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	34.36K	524.38M	13.44K	+64.23%
Jun 30, 2025	ACCELERATE INVESTMENT ADVISORS LLC	0.09%	62.74K	957.46K	20.92K	+50.00%
Jun 30, 2025	PROMUS CAPITAL, LLC	0.04%	24.88K	379.68K	12.44K	+100.01%
Jun 30, 2025	GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S.	0.03%	18.18K	277.49K	954	+5.54%
Jun 30, 2025	SGL INVESTMENT ADVISORS, INC.	0.02%	15.8K	247.89K	5.27K	+50.01%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.76%	537.57K	8.27M	-62.95K	-10.48%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	294.5K	4.49M	-93.2K	-24.04%
Jun 30, 2025	UBS GROUP AG	0.33%	236.13K	3.6M	94.45K	+66.66%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.32%	223.66K	3.41M	145.64K	+186.67%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.29%	202.87K	3.1M	100.43K	+98.03%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.23%	161.67K	2.47M	24.05K	+17.47%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	134.42K	2.05M	83.95K	+166.34%
Jun 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.02%	15.47K	236.04K	5.16K	+50.00%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	0.11%	81.13K	1.24M	81.13K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.1%	71.85K	1.1M	29.43K	+69.37%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.06%	40.86K	623.54K	1.6K	+4.08%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	71.5K	1.09M	52.85K	+283.41%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.06%	40.76K	621.94K	22.18K	+119.38%
Jun 30, 2025	BIP WEALTH, LLC	0.04%	30.42K	464.27K	10.14K	+50.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	21.07K	321.48K	7.02K	+50.01%
Jun 30, 2025	MAREX GROUP PLC	0.03%	18.7K	285.36K	18.7K	+100.00%
Jun 30, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.03%	18.45K	288.88K	6.15K	+50.00%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.02%	14.9K	227.39K	14.9K	+100.00%
Jun 30, 2025	VEERY CAPITAL, LLC	0.02%	14.9K	227.39K	14.9K	+100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.02%	13.97K	213.11K	-800	-5.42%
Jun 30, 2025	BALENTINE LLC	0.02%	11.92K	181.93K	11.92K	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	8.35K	127.36K	2.78K	+50.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	7.4K	113M	1.9K	+34.55%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	2.45%	1.74M	26.52M	1.74M	+100.00%
Jun 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	1.19%	842.72K	13.2M	476.94K	+130.39%
Jun 30, 2025	CITIGROUP INC	0%	0	-	-3.95K	-100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-10.79K	-100.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0%	0	-	-29.68K	-100.00%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-14.37K	-100.00%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0%	0	-	-10.34K	-100.00%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0%	0	-	-16.5K	-100.00%
Jun 30, 2025	MAN GROUP PLC	0%	0	-	-11.98K	-100.00%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0%	0	-	-106.31K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-19.63K	-100.00%
Jun 30, 2025	POINT72 (DIFC) LTD	0%	0	-	-53	-100.00%
Jun 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.57%	402.4K	6.3M	173.88K	+76.09%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	36.35K	554.76K	6.22K	+20.63%
Jun 30, 2025	BROWN ADVISORY INC	0.05%	35.9K	547.85K	-1	0.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.03%	24.4K	372.34K	24.4K	+100.00%
Jun 30, 2025	SLATESTONE WEALTH, LLC	0.22%	153.02K	2.34M	49.97K	+48.49%
Jun 30, 2025	CERITY PARTNERS LLC	0.2%	143.1K	2.18M	70.03K	+95.83%
Jun 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.04%	30K	457.8K	10K	+50.00%
Jun 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.02%	13.38K	204.18K	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	12.41K	192.18K	12.41K	+100.00%
Jun 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.02%	12.38K	188.84K	12.38K	+100.00%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.02%	12.09K	184.49K	12.09K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.01%	9.55K	145.73K	265	+2.85%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	9.49K	144.76K	-1.14K	-10.71%
Jun 30, 2025	SECURITY NATIONAL BANK	0%	1.66K	25.27K	280	+20.35%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	700	10.68K	700	+100.00%
Jun 30, 2025	SKOPOS LABS, INC.	0%	27	413	27	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0%	0	-	-32.26K	-100.00%
Jun 30, 2025	KOCH, INC.	17.18%	12.18M	185.89M	12.18M	+100.00%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	1.31%	930.43K	14.2M	389.32K	+71.95%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.08%	56.1K	856.09K	-54.54K	-49.29%
Jun 30, 2025	INVESCO LTD.	0.06%	45.06K	687.66K	5.92K	+15.11%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	22.06K	336.67K	22.06K	+100.00%
Jun 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.03%	21.56K	328.99K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.25K	340K	7.66K	+52.53%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.03%	21.13K	330.83K	7.04K	+50.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.03%	19.3K	294.53K	14.41K	+294.30%
Jun 30, 2025	TCTC HOLDINGS, LLC	0.03%	17.88K	272.91K	17.88K	+100.00%
Jun 30, 2025		0.02%	15.47K	236.04K	5.16K	+50.00%
Jun 30, 2025	EVOKE WEALTH, LLC	0.02%	15.18K	237.73K	15.18K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	15.06K	229.85K	15.06K	+100.00%
Jun 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.48%	337.73K	5.15M	0	0
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.28%	196.67K	3M	24.23K	+14.05%
Jun 30, 2025	MORGAN STANLEY	0.23%	165.42K	2.52B	62.55K	+60.80%
Jun 30, 2025	EQUITEC PROPRIETARY MARKETS, LLC	0.17%	122K	1.86M	40.67K	+50.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.13%	93.54K	1.46M	31.18K	+50.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.12%	87.88K	1.34M	125	+0.14%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	17.76K	270.93K	1.17K	+7.08%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.48%	4.6M	70.15M	2.96M	+180.11%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.06%	43.92K	670.14M	13.63K	+45.01%
Mar 31, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.02%	12.3K	204.39K	12.3K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.03%	20.92K	339.39K	-35.15K	-62.69%
Mar 31, 2025	HRT FINANCIAL LP	0.06%	42.42K	688K	15.06K	+55.05%
Mar 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.51%	365.78K	6.08M	35.84K	+10.86%
Mar 31, 2025	MAN GROUP PLC	0.02%	11.98K	194.38K	11.98K	+100.00%
Mar 31, 2025		0.02%	12.44K	201.78K	12.44K	+100.00%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.24%	172.45K	2.8M	76.25K	+79.27%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.02%	16.58K	268.95K	16.58K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	50.47K	818.61K	-12.03K	-19.25%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.11%	78.02K	1.27M	20.67K	+36.03%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.12%	87.76K	1.42M	87.76K	+100.00%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.14%	102.45K	1.66M	51.22K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.14%	102.87K	1.67M	34.63K	+50.75%
Mar 31, 2025	SLATESTONE WEALTH, LLC	0.14%	103.05K	1.67M	47K	+83.84%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.15%	106.31K	1.77M	53.16K	+100.00%
Mar 31, 2025	EAGLE GLOBAL ADVISORS LLC	0.02%	13.38K	217.02K	13.38K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	14.04K	227.79K	14.04K	+100.00%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.02%	14.08K	234.08K	14.08K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.02%	14.59K	237K	14.59K	+100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.02%	14.77K	239.49K	14.77K	+100.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.02%	16.5K	267.7K	1.69K	+11.41%
Mar 31, 2025	ACCREDITED INVESTORS INC.	0.03%	18.58K	301.34K	6.75K	+57.12%
Mar 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.03%	20K	324.4K	0	0
Mar 31, 2025	BIP WEALTH, LLC	0.03%	20.28K	328.97K	10.14K	+100.00%
Mar 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.03%	21.56K	349.69K	21.56K	+100.00%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.04%	29.68K	490.02K	-3.27K	-9.92%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	30.14K	488.81K	17.42K	+136.96%
Mar 31, 2025	NORTHERN TRUST CORP	0.05%	32.26K	523.19K	32.26K	+100.00%
Mar 31, 2025	BROWN ADVISORY INC	0.05%	35.9K	582.33K	0	0
Mar 31, 2025	INVESCO LTD.	0.06%	39.15K	634.96K	-3.92K	-9.10%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	110.64K	1.79M	678	+0.62%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	0.19%	137.62K	2.23M	66.35K	+93.10%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.02%	14.37K	233K	14.37K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	30.29K	491.22K	16.5K	+119.71%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	62.36K	1.04M	62.36K	+100.00%
Mar 31, 2025	CERITY PARTNERS LLC	0.1%	73.07K	1.19M	63.04K	+628.40%
Mar 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.47%	337.73K	5.48M	-2.81K	-0.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	18.65K	302.49K	10K	+115.62%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	19.63K	318.46K	-9.88K	-33.47%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.06%	39.26K	636.81K	9.68K	+32.74%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.76%	541.11K	8.78M	338.04K	+166.47%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.84%	600.53K	9.78M	335.98K	+127.00%
Mar 31, 2025	UBS GROUP AG	0.2%	141.68K	2.3M	-2.42K	-1.68%
Mar 31, 2025	EQUITEC PROPRIETARY MARKETS, LLC	0.11%	81.33K	1.32M	81.33K	+100.00%
Mar 31, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.32%	228.52K	3.71M	134.13K	+142.10%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.54%	387.7K	6.29M	242.6K	+167.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.3%	1.64M	26.62M	652.06K	+65.93%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	10.79K	173K	8.34K	+341.23%

Insiders

Among the KBDC insiders holding of 27.11% of the stake in company, ROBO JAMES L, director, holds the largest shares of 1.62M. SMITH RHONDA SCOTT, director, is the second largest KBDC insider with ownership of 1.62K shares. RABIL ALBERT, director, stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
ROBO JAMES L	director	1.62M
SMITH RHONDA SCOTT	director	1.62K
RABIL ALBERT	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 29, 2025	SMITH RHONDA SCOTT	PURCHASE	13.68	365	4.99K	1.62K
May 28, 2025	ROBO JAMES L	PURCHASE	15.84	43.02K	681.44K	1.62M
May 28, 2025	RABIL ALBERT	SALE	15.84	43.02K	681.44K	0
May 23, 2025	RABIL ALBERT	SALE	15.71	5K	78.56K	121.69K
May 22, 2025	RABIL ALBERT	SALE	15.90	314.47K	5M	151.69K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3651

SALES00

NET SHARES3651

SHARES HELD1.62K1

% NET SHARES-77.4%0%

Frequently Asked Questions