Institutionelle Investoren in Kayne Anderson BDC, Inc. (KBDC)

Neutral Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale. Zusätzlich aktuell von 4 Mutual Funds/ETFs gehalten (N-PORT). Sektor: Investmentvehikel • Branche: Fonds & Treuhandvermögen.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
433.252.648 $-96.491.524 $
+24,2 %
504.628.798 $-36.498.907 $
+19,7 %
531.683.588 $+40.043.943 $
+21,6 %
371.702.483 $-18.993.439 $
+70,7 %
Koch, Inc.141.862.104 $-25.266.032 $
-15,1 %
167.128.136 $-7.308.820 $
-4,2 %
174.436.956 $+12.181.351 $
+7,5 %
162.255.605 $-23.631.822 $
-12,7 %
STATE OF MICHIGAN RETIREMENT SYSTEM88.848.290 $-1.247.685 $
-1,4 %
90.095.975 $-3.940.057 $
-4,2 %
94.036.032 $
BANK OF AMERICA CORP /DE/1.685.651 $-74.669.208 $
-97,8 %
76.354.859 $-1.279.145 $
-1,6 %
77.634.004 $+8.221.832 $
+11,8 %
69.412.172 $-733.943 $
-1,0 %
HF Capital, LLC29.994.725 $-2.179.567 $
-6,8 %
32.174.292 $-1.445.144 $
-4,3 %
33.619.436 $
Merit Financial Group, LLC23.152.478 $-3.372.057 $
-12,7 %
Pathstone Holdings, LLC14.382.944 $-958.456 $
-6,2 %
15.341.400 $-4.065.016 $
-20,9 %
19.406.416 $+144.985 $
+0,8 %
19.261.431 $+16.165.592 $
+522,2 %
Sage Mountain Advisors LLC4.779.797 $-956.014 $
-16,7 %
5.735.811 $-5.693.210 $
-49,8 %
11.429.021 $-2.670.026 $
-18,9 %
14.099.047 $-99.254 $
-0,7 %
VAN ECK ASSOCIATES CORP9.063.598 $+852.598 $
+10,4 %
8.211.000 $-3.593.000 $
-30,4 %
11.804.000 $
Corient Private Wealth LP2.487.857 $-2.266.868 $
-47,7 %
4.754.725 $-7.033.745 $
-59,7 %
11.788.470 $+4.758.635 $
+67,7 %
7.029.835 $-1.242.620 $
-15,0 %
Russell Investments Group, Ltd.10.774.264 $+3.203.294 $
+42,3 %
7.570.970 $+4.790.356 $
+172,3 %
2.780.614 $
FRANKLIN TEMPLETON INC10.550.112 $+230.120 $
+2,2 %
10.319.992 $+1.375.176 $
+15,4 %
8.944.816 $+4.839.326 $
+117,9 %
4.105.490 $+692.484 $
+20,3 %
Requisite Capital Management, LLC8.986.663 $+433.540 $
+5,1 %
8.553.123 $-1.404.355 $
-14,1 %
9.957.478 $-427.939 $
-4,1 %
10.385.417 $-2.811.596 $
-21,3 %
UBS Group AG10.110.049 $+1.226.514 $
+13,8 %
8.883.535 $+623.587 $
+7,5 %
8.259.948 $+6.155.082 $
+292,4 %
2.104.866 $-1.498.432 $
-41,6 %
MORGAN STANLEY8.958.525 $+2.673.942 $
+42,5 %
6.284.583 $+550.053 $
+9,6 %
5.734.530 $+2.879.245 $
+100,8 %
2.855.285 $+331.048 $
+13,1 %
Columbus Macro, LLC8.263.258 $
ENVESTNET ASSET MANAGEMENT INC8.239.269 $
Cetera Investment Advisers7.989.397 $
BlackRock, Inc.3.191.335 $-122.525 $
-3,7 %
3.313.860 $-3.126.861 $
-48,5 %
6.440.721 $+395.665 $
+6,5 %
6.045.056 $+5.899.323 $
+4.048,0 %
Callodine Capital Management, LP1.371.604 $-2.631.083 $
-65,7 %
4.002.687 $-1.725.313 $
-30,1 %
5.728.000 $+400.000 $
+7,5 %
5.328.000 $+174.240 $
+3,4 %
KENNEDY CAPITAL MANAGEMENT LLC5.209.036 $-157.309 $
-2,9 %
5.366.345 $
Keebeck Wealth Management4.703.010 $-1.598.574 $
-25,4 %
AMERICAN FINANCIAL GROUP INC3.841.208 $+1.016.219 $
+36,0 %
2.824.989 $
HB Wealth Management, LLC3.790.966 $+562.086 $
+17,4 %
3.228.880 $+108.941 $
+3,5 %
3.119.939 $+185.663 $
+6,3 %
2.934.276 $-66.923 $
-2,2 %
RIVERNORTH CAPITAL MANAGEMENT, LLC3.644.485 $
MILLENNIUM MANAGEMENT LLC1.410.164 $+1.098.322 $
+352,2 %
311.842 $-3.331.581 $
-91,4 %
3.643.423 $+2.536.864 $
+229,3 %
1.106.559 $-944.675 $
-46,1 %
RENAISSANCE TECHNOLOGIES LLC3.393.716 $+1.399.898 $
+70,2 %
1.993.818 $+962.778 $
+93,4 %
1.031.040 $-1.080.966 $
-51,2 %
2.112.006 $-2.382.064 $
-53,0 %
Activest Wealth Management2.017.829 $-1.370.550 $
-40,4 %
3.388.379 $+404.143 $
+13,5 %
2.984.236 $
WELLS FARGO & COMPANY/MN3.235.586 $+129.385 $
+4,2 %
3.106.201 $+273.812 $
+9,7 %
2.832.389 $+1.772.947 $
+167,3 %
1.059.442 $-31.683 $
-2,9 %
Squarepoint Ops LLC307.199 $+169.423 $
+123,0 %
137.776 $-3.078.210 $
-95,7 %
3.215.986 $
AG Asset Advisory, LLC2.750.649 $-38.627 $
-1,4 %
2.789.276 $-121.980 $
-4,2 %
2.911.256 $+203.300 $
+7,5 %
2.707.956 $
JANE STREET GROUP, LLC406.373 $-2.196.517 $
-84,4 %
2.602.890 $+2.266.224 $
+673,1 %
HRT FINANCIAL LP2.523.000 $+844.000 $
+50,3 %
1.679.000 $+747.000 $
+80,2 %
932.000 $-164.000 $
-15,0 %
Centric Wealth Management1.997.354 $+0 $
+0,0 %
1.997.354 $+66.641 $
+3,5 %
1.930.713 $-128.062 $
-6,2 %
2.058.775 $-414.758 $
-16,8 %
SlateStone Wealth, LLC1.281.000 $-18.000 $
-1,4 %
1.299.000 $-56.000 $
-4,1 %
1.355.000 $-643.000 $
-32,2 %
1.998.000 $-337.000 $
-14,4 %
CITADEL ADVISORS LLC1.753.894 $+687.178 $
+64,4 %
1.066.716 $+238.848 $
+28,9 %
827.868 $+303.489 $
+57,9 %
EQUITEC PROPRIETARY MARKETS, LLC1.747.011 $+121.998 $
+7,5 %
1.625.013 $-236.676 $
-12,7 %
DBA TRADING, LLC1.673.813 $+0 $
+0,0 %
1.673.813 $
Cresset Asset Management, LLC1.325.244 $-18.076 $
-1,3 %
1.343.320 $-33.618 $
-2,4 %
1.376.938 $+93.542 $
+7,3 %
1.283.396 $-181.472 $
-12,4 %
Adams Asset Advisors, LLC1.368.735 $+1.089.656 $
+390,4 %
279.079 $-12.204 $
-4,2 %
291.283 $
STATE STREET CORP1.363.985 $+190.718 $
+16,3 %
1.173.267 $
Hennion & Walsh Asset Management, Inc.1.349.685 $+412.458 $
+44,0 %
937.227 $+227.757 $
+32,1 %
709.470 $+170.263 $
+31,6 %
539.207 $
North Ground Capital1.332.000 $
XTX Topco Ltd498.675 $-598.788 $
-54,6 %
1.097.463 $-192.411 $
-14,9 %
1.289.874 $
Inscription Capital, LLC1.097.716 $-15.415 $
-1,4 %
1.113.131 $-48.679 $
-4,2 %
1.161.810 $+81.132 $
+7,5 %
1.080.678 $-157.396 $
-12,7 %
STIFEL FINANCIAL CORP1.125.507 $+482.094 $
+74,9 %
643.413 $-32.133 $
-4,8 %
675.546 $+479.076 $
+243,8 %
196.470 $-28.615 $
-12,7 %
Closed-End Fund Advisors, Inc.1.062.119 $+570.188 $
+115,9 %
491.931 $-556.322 $
-53,1 %
1.048.253 $
CONFLUENCE INVESTMENT MANAGEMENT LLC1.012.328 $-16.219 $
-1,6 %
1.028.547 $+363.956 $
+54,8 %
664.591 $+522 $
+0,1 %
664.069 $-192.017 $
-22,4 %
COMMONWEALTH EQUITY SERVICES, LLC1.017.360 $+804.290 $
+377,5 %
213.070 $-90.930 $
-29,9 %
304.000 $-36.000 $
-10,6 %
ROYAL BANK OF CANADA950.000 $+23.000 $
+2,5 %
927.000 $+333.000 $
+56,1 %
594.000 $+314.000 $
+112,1 %
280.000 $+54.000 $
+23,9 %
Cerity Partners LLC917.615 $-4.388 $
-0,5 %
922.003 $+276.133 $
+42,8 %
645.870 $-238.590 $
-27,0 %
884.460 $-1.299.240 $
-59,5 %
Magnetar Financial LLC884.621 $
BROWN ADVISORY INC873.971 $+26.665 $
+3,1 %
847.306 $+333.204 $
+64,8 %
514.102 $+35.901 $
+7,5 %
478.201 $-69.648 $
-12,7 %
Legacy Wealth Advisors, LLC799.475 $-11.227 $
-1,4 %
810.702 $-35.453 $
-4,2 %
846.155 $
Invesco Ltd.318.456 $+107.634 $
+51,1 %
210.822 $-584.912 $
-73,5 %
795.734 $+54.503 $
+7,4 %
741.231 $+53.570 $
+7,8 %
Marex Group Ltd747.225 $+461.863 $
+161,9 %
Verition Fund Management LLC747.117 $
SEI INVESTMENTS CO332.574 $-397.084 $
-54,4 %
729.658 $
Accredited Investors Inc.688.650 $-9.671 $
-1,4 %
698.321 $-30.538 $
-4,2 %
728.859 $+50.898 $
+7,5 %
677.961 $+56.024 $
+9,0 %
Accelerate Investment Advisors LLC624.344 $-65.585 $
-9,5 %
689.929 $-267.529 $
-27,9 %
Point72 Asset Management, L.P.641.550 $
BNP PARIBAS FINANCIAL MARKETS32.472 $-117.145 $
-78,3 %
149.617 $-487.265 $
-76,5 %
636.882 $+406.912 $
+176,9 %
229.970 $+124 $
+0,1 %
Quantinno Capital Management LP593.101 $-8.329 $
-1,4 %
601.430 $-26.302 $
-4,2 %
627.732 $
MQS Management LLC204.373 $-402.992 $
-66,4 %
607.365 $
OSAIC HOLDINGS, INC.604.466 $+454.905 $
+304,2 %
149.561 $+1.908 $
+1,3 %
147.653 $-12.585 $
-7,9 %
160.238 $+3.553 $
+2,3 %
Kovack Advisors, Inc.567.203 $
Belpointe Asset Management LLC562.983 $+39.318 $
+7,5 %
523.665 $+263.327 $
+101,1 %
260.338 $
Dynamic Technology Lab Private Ltd458.000 $+205.895 $
+81,7 %
252.105 $-258.895 $
-50,7 %
511.000 $
Quantbot Technologies LP53.011 $-455.449 $
-89,6 %
508.460 $+284.458 $
+127,0 %
224.002 $
UMB Bank, n.a.502.842 $
Apollon Wealth Management, LLC424.220 $-5.957 $
-1,4 %
430.177 $-18.812 $
-4,2 %
448.989 $-35.246 $
-7,3 %
484.235 $-70.527 $
-12,7 %
Zuckerman Investment Group, LLC466.200 $+8.400 $
+1,8 %
Quadrature Capital Ltd457.896 $+156.645 $
+52,0 %
301.251 $
HighTower Advisors, LLC357.747 $-98.745 $
-21,6 %
456.492 $+185.558 $
+68,5 %
MARSHALL WACE, LLP449.648 $
RAYMOND JAMES FINANCIAL INC428.089 $+283.333 $
+195,7 %
JPMORGAN CHASE & CO181 $+2 $
+1,1 %
179 $-142.548 $
-99,9 %
142.727 $-263.559 $
-64,9 %
406.286 $+111.753 $
+37,9 %
BIP Wealth, LLC405.248 $-59.022 $
-12,7 %
TCTC Holdings, LLC403.262 $+239.692 $
+146,5 %
163.570 $-7.153 $
-4,2 %
170.723 $-67.492 $
-28,3 %
238.215 $-34.695 $
-12,7 %
Neuberger Berman Group LLC399.600 $
BALYASNY ASSET MANAGEMENT L.P.155.763 $-213.880 $
-57,9 %
369.643 $
TRUIST FINANCIAL CORP344.460 $-173 $
-0,1 %
344.633 $-4.761 $
-1,4 %
349.394 $+24.399 $
+7,5 %
324.995 $-47.348 $
-12,7 %
Voleon Capital Management LP344.708 $
Virtu Financial LLC190.000 $-146.000 $
-43,5 %
336.000 $
Promus Capital, LLC331.415 $-427.953 $
-56,4 %
PRICE T ROWE ASSOCIATES INC /MD/195.000 $-27.000 $
-12,2 %
222.000 $-109.000 $
-32,9 %
331.000 $
Running Point Capital Advisors, LLC308.058 $+29.484 $
+10,6 %
278.574 $
TT Capital Management LLC270.600 $-18.892 $
-6,5 %
289.492 $-18.388 $
-6,0 %
307.880 $
Rockefeller Capital Management L.P.175.971 $-2.471 $
-1,4 %
178.442 $-7.804 $
-4,2 %
186.246 $-120.194 $
-39,2 %
306.440 $
NewEdge Advisors, LLC285.037 $-4.002 $
-1,4 %
289.039 $-12.640 $
-4,2 %
301.679 $+21.067 $
+7,5 %
280.612 $-40.870 $
-12,7 %
EAGLE GLOBAL ADVISORS LLC291.571 $+113.349 $
+63,6 %
178.222 $-25.957 $
-12,7 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP291.289 $+126.881 $
+77,2 %
164.408 $+8.863 $
+5,7 %
Birchview Capital, LP270.600 $-3.800 $
-1,4 %
274.400 $-12.000 $
-4,2 %
286.400 $
Platt Wealth Management LLC271.000 $-4.000 $
-1,5 %
275.000 $+100.000 $
+57,1 %
175.000 $
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC256.967 $-3.505 $
-1,3 %
260.472 $-11.068 $
-4,1 %
271.540 $+18.447 $
+7,3 %
253.093 $-35.788 $
-12,4 %
VARCOV Co.259.249 $
ZACKS INVESTMENT MANAGEMENT246.274 $-10.770 $
-4,2 %
257.044 $+17.950 $
+7,5 %
239.094 $
CreativeOne Wealth, LLC246.274 $-10.770 $
-4,2 %
257.044 $+17.950 $
+7,5 %
239.094 $
Bluespring Wealth Management, LLC211.052 $-8.968 $
-4,1 %
220.020 $-11.217 $
-4,9 %
231.237 $-99.597 $
-30,1 %
Brevan Howard Capital Management LP231.160 $+60.579 $
+35,5 %
170.581 $+14.737 $
+9,5 %
155.844 $
SGL Investment Advisors, Inc.230.665 $+9.953 $
+4,5 %
220.712 $-5.688 $
-2,5 %
226.400 $-21.486 $
-8,7 %
Generali Investments CEE, investicni spolecnost, a.s.214.248 $-3.008 $
-1,4 %
217.256 $-9.501 $
-4,2 %
226.757 $+15.835 $
+7,5 %
210.922 $-66.566 $
-24,0 %
CARY STREET PARTNERS FINANCIAL LLC222.974 $+24.308 $
+12,2 %
198.666 $
Catalina Capital Group, LLC210.918 $-9.223 $
-4,2 %
220.141 $
Veery Capital, LLC201.611 $-2.831 $
-1,4 %
204.442 $-8.940 $
-4,2 %
213.382 $+14.901 $
+7,5 %
198.481 $-28.908 $
-12,7 %
Advisors Asset Management, Inc.212.827 $
EVOKE WEALTH, LLC208.283 $-29.451 $
-12,4 %
CITIGROUP INC65.746 $-3.377 $
-4,9 %
69.123 $-135.219 $
-66,2 %
204.342 $
D. E. Shaw & Co., Inc.137.560 $-63.973 $
-31,7 %
201.533 $
Forvis Mazars Wealth Advisors, LLC142.120 $-1.995 $
-1,4 %
144.115 $-6.303 $
-4,2 %
150.418 $-48.064 $
-24,2 %
198.482 $-28.908 $
-12,7 %
Magnus Financial Group LLC181.447 $-442.092 $
-70,9 %
Aquatic Capital Management LLC42.573 $-138.632 $
-76,5 %
181.205 $
Arcus Capital Partners, LLC169.785 $-7.425 $
-4,2 %
177.210 $-2.277 $
-1,3 %
179.487 $-9.356 $
-5,0 %
Cubist Systematic Strategies, LLC173.693 $
Valeo Financial Advisors, LLC165.875 $-7.254 $
-4,2 %
173.129 $+12.090 $
+7,5 %
161.039 $-23.454 $
-12,7 %
Centiva Capital, LP172.201 $
Balentine LLC161.305 $-2.265 $
-1,4 %
163.570 $-7.153 $
-4,2 %
170.723 $+11.922 $
+7,5 %
158.801 $-23.129 $
-12,7 %
nVerses Capital, LLC136.707 $-26.204 $
-16,1 %
162.911 $
Sovereign Financial Group, Inc.156.335 $+1.028 $
+0,7 %
155.307 $
Windsor Advisory Group, LLC151.834 $
Baird Financial Group, Inc.146.922 $
Advisory Services Network, LLC138.906 $-1.203 $
-0,9 %
140.109 $-6.036 $
-4,1 %
146.145 $+28.941 $
+24,7 %
117.204 $-74.974 $
-39,0 %
KAVAR CAPITAL PARTNERS GROUP, LLC135.300 $
AdvisorNet Financial, Inc83.772 $-45.365 $
-35,1 %
129.137 $-83.969 $
-39,4 %
CIBC Private Wealth Group LLC111.169 $-16.191 $
-12,7 %
Security National Bank59.586 $-837 $
-1,4 %
60.423 $-2.642 $
-4,2 %
63.065 $-4.294 $
-6,4 %
67.359 $+42.088 $
+166,5 %
MAI Capital Management32.928 $-1.440 $
-4,2 %
34.368 $-1.306.681 $
-97,4 %
NOMURA ASSET MANAGEMENT CO LTD28.236 $
Fourth Dimension Wealth, LLC13.530 $
Founders Capital Management10.824 $-152 $
-1,4 %
10.976 $-480 $
-4,2 %
11.456 $+800 $
+7,5 %
10.656 $
Allworth Financial LP9.324 $-1.358 $
-12,7 %
Tower Research Capital LLC (TRC)7.217 $
Quarry LP1.074 $-3.961 $
-78,7 %
5.035 $
Clearstead Advisors, LLC4.059 $
Moisand Fitzgerald Tamayo, LLC3.903 $
Sound Income Strategies, LLC3.433 $
Roxbury Financial LLC2.273 $
Point72 (DIFC) Ltd706 $
Point72 Europe (London) LLP626 $
Caitong International Asset Management Co., Ltd460 $+90 $
+24,3 %
370 $+341 $
+1.175,9 %
29 $
433.252.648 $-96.491.524 $
+24,2 %
504.628.798 $-36.498.907 $
+19,7 %
531.683.588 $+40.043.943 $
+21,6 %
371.702.483 $-18.993.439 $
+70,7 %
Erweitert ×