Kayne Anderson BDC Inc (KBDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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State of Michigan Retirement System

UNCHANGED

Shares6,566,762 from 6,566,762

Change0 (0%)

Value$82.5M (-$6.4M)

Filed 2026-10-27

Russell Investments Group, Ltd.

INCREASED

Shares819,478 from 796,324

Change+23,154 (+3%)

Value$10.3M (-$481.6K)

Filed 2026-11-06

Merit Financial Group, LLC

NEW

Shares774,288

Change+774,288

Value$9.7M

Filed 2026-11-06

Columbus Macro, LLC

INCREASED

Shares647,693 from 610,736

Change+36,957 (+6%)

Value$8.1M (-$128.2K)

Filed 2026-10-14

Sage Mountain Advisors LLC

INCREASED

Shares548,661 from 353,274

Change+195,387 (+55%)

Value$6.9M (+$2.1M)

Filed 2026-11-02

HB Wealth Management, LLC

DECREASED

Shares236,320 from 280,189

Change-43,869 (-16%)

Value$3.0M (-$822.8K)

Filed 2026-10-23

AG Asset Advisory, LLC

UNCHANGED

Shares203,300 from 203,300

Change0 (0%)

Value$2.6M (-$197.2K)

Filed 2026-11-06

Activest Wealth Management

UNCHANGED

Shares149,137 from 149,137

Change0 (0%)

Value$1.9M (-$144.7K)

Filed 2026-10-15

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares129,733 from 99,755

Change+29,978 (+30%)

Value$1.6M (+$279.8K)

Filed 2026-10-13

DBA Trading, LLC

DECREASED

Shares113,032 from 121,998

Change-8,966 (-7%)

Value$1.4M (-$254.1K)

Filed 2026-11-04

Adams Asset Advisors, LLC

INCREASED

Shares101,428 from 101,163

Change+265 (+0%)

Value$1.3M (-$94.8K)

Filed 2026-10-08

Inscription Capital, LLC

UNCHANGED

Shares81,132 from 81,132

Change0 (0%)

Value$1.0M (-$78.7K)

Filed 2026-11-02

Confluence Investment Management LLC

INCREASED

Shares76,898 from 74,821

Change+2,077 (+3%)

Value$965.8K (-$46.5K)

Filed 2026-10-01

Closed-End Fund Advisors, Inc.

DECREASED

Shares61,133 from 78,501

Change-17,368 (-22%)

Value$767.8K (-$294.3K)

Filed 2026-11-04

LPL Financial LLC

NEW

Shares51,851

Change+51,851

Value$651.3K

Filed 2026-11-06

Accredited Investors Inc.

UNCHANGED

Shares50,898 from 50,898

Change0 (0%)

Value$639.3K (-$49.4K)

Filed 2026-11-03

UMB Bank, n.a.

INCREASED

Shares39,365 from 37,165

Change+2,200 (+6%)

Value$494.4K (-$8.4K)

Filed 2026-11-06

Belpointe Asset Management LLC

DECREASED

Shares36,777 from 41,610

Change-4,833 (-12%)

Value$461.9K (-$101.1K)

Filed 2026-11-09

Tctc Holdings, LLC

UNCHANGED

Shares29,805 from 29,805

Change0 (0%)

Value$374.4K (-$28.9K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares29,773 from 75,193

Change-45,420 (-60%)

Value$373.9K (-$643.4K)

Filed 2026-11-02

Apollon Wealth Management, LLC

DECREASED

Shares27,854 from 31,354

Change-3,500 (-11%)

Value$349.8K (-$74.4K)

Filed 2026-10-23

TT Capital Management LLC

INCREASED

Shares26,100 from 20,000

Change+6,100 (+31%)

Value$327.8K (+$57.2K)

Filed 2026-10-15

Truist Financial Corp

UNCHANGED

Shares25,459 from 25,459

Change0 (0%)

Value$319.8K (-$24.7K)

Filed 2026-10-30

Kavar Capital Partners Group, LLC

INCREASED

Shares22,500 from 10,000

Change+12,500 (+125%)

Value$282.6K (+$147.3K)

Filed 2026-11-06

Platt Wealth Management LLC

UNCHANGED

Shares20,079 from 20,079

Change0 (0%)

Value$252.0K (-$19.0K)

Filed 2026-11-04

Woodley Farra Manion Portfolio Management Inc

UNCHANGED

Shares18,447 from 18,447

Change0 (0%)

Value$239.1K (-$17.9K)

Filed 2026-11-05

PUREfi Wealth, LLC

NEW

Shares18,359

Change+18,359

Value$230.6K

Filed 2026-10-19

Squarepoint Ops LLC

DECREASED

Shares17,262 from 22,705

Change-5,443 (-24%)

Value$216.8K (-$90.4K)

Filed 2026-11-09

Clearstead Advisors, LLC

INCREASED

Shares16,000 from 300

Change+15,700 (+5233%)

Value$201.0K (+$196.9K)

Filed 2026-11-06

Generali Investments CEE, investicni spolecnost, a.s.

UNCHANGED

Shares15,835 from 15,835

Change0 (0%)

Value$214.2K ($0)

Filed 2026-10-15

Veery Capital, LLC

UNCHANGED

Shares14,901 from 14,901

Change0 (0%)

Value$187.2K (-$14.5K)

Filed 2026-10-07

Y-Intercept (Hong Kong) Ltd

NEW

Shares13,467

Change+13,467

Value$169.1K

Filed 2026-10-16

Balentine LLC

UNCHANGED

Shares11,922 from 11,922

Change0 (0%)

Value$149.7K (-$11.6K)

Filed 2026-11-03

Forvis Mazars Wealth Advisors, LLC

UNCHANGED

Shares10,504 from 10,504

Change0 (0%)

Value$131.9K (-$10.2K)

Filed 2026-10-13

Security National Bank

UNCHANGED

Shares4,404 from 4,404

Change0 (0%)

Value$55.3K (-$4.3K)

Filed 2026-10-26

Roxbury Financial LLC

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$2.1K (-$163)

Filed 2026-10-01

Caitong International Asset Management Co., Ltd

DECREASED

Shares10 from 34

Change-24 (-71%)

Value$126 (-$334)

Filed 2026-10-29

Eagle Global Advisors LLC

CLOSED

Shares0 from 21,550

Change-21,550 (-100%)

Value$0 (-$291.6K)

Filed 2026-11-02

Founders Capital Management

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$10.8K)

Filed 2026-10-13

Koch, Inc.

N/A

Shares— from 10,485,004

Change-10,485,004 (-100%)

Value—

HF Capital, LLC

N/A

Shares— from 2,216,905

Change-2,216,905 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 1,063,041

Change-1,063,041 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 779,757

Change-779,757 (-100%)

Value—

UBS Group AG

N/A

Shares— from 747,232

Change-747,232 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 669,889

Change-669,889 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 662,123

Change-662,123 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 645,130

Change-645,130 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 608,963

Change-608,963 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 590,495

Change-590,495 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 384,999

Change-384,999 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 283,903

Change-283,903 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 250,829

Change-250,829 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 239,142

Change-239,142 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 235,871

Change-235,871 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 186,489

Change-186,489 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 131,578

Change-131,578 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 129,630

Change-129,630 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 124,586

Change-124,586 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 104,225

Change-104,225 (-100%)

Value—

Callodine Capital Management, LP

N/A

Shares— from 101,375

Change-101,375 (-100%)

Value—

State Street Corp

N/A

Shares— from 97,936

Change-97,936 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 95,136

Change-95,136 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 94,644

Change-94,644 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 83,186

Change-83,186 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 70,209

Change-70,209 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 67,820

Change-67,820 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 64,595

Change-64,595 (-100%)

Value—

Legacy Wealth Advisors, LLC

N/A

Shares— from 59,089

Change-59,089 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 44,676

Change-44,676 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 43,836

Change-43,836 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 41,922

Change-41,922 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 36,857

Change-36,857 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 33,872

Change-33,872 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 31,640

Change-31,640 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 30,035

Change-30,035 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 26,441

Change-26,441 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 24,580

Change-24,580 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 23,537

Change-23,537 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 21,067

Change-21,067 (-100%)

Value—

Birchview Capital, LP

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 17,085

Change-17,085 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 16,480

Change-16,480 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 15,730

Change-15,730 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,407

Change-14,407 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 14,036

Change-14,036 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,006

Change-13,006 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 11,555

Change-11,555 (-100%)

Value—

Windsor Advisory Group, LLC

N/A

Shares— from 11,222

Change-11,222 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 10,859

Change-10,859 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 10,267

Change-10,267 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 10,167

Change-10,167 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 10,104

Change-10,104 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,918

Change-3,918 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
State of Michigan Retirement System	UNCHANGED	6,566,762	6,566,762	0	0%	$88.8M	$82.5M	-$6.4M	2026-10-27
Russell Investments Group, Ltd.	INCREASED	819,478	796,324	+23,154	+3%	$10.8M	$10.3M	-$481.6K	2026-11-06
Merit Financial Group, LLC	NEW	774,288	—	+774,288	—	—	$9.7M	—	2026-11-06
Columbus Macro, LLC	INCREASED	647,693	610,736	+36,957	+6%	$8.3M	$8.1M	-$128.2K	2026-10-14
Sage Mountain Advisors LLC	INCREASED	548,661	353,274	+195,387	+55%	$4.8M	$6.9M	+$2.1M	2026-11-02
HB Wealth Management, LLC	DECREASED	236,320	280,189	-43,869	-16%	$3.8M	$3.0M	-$822.8K	2026-10-23
AG Asset Advisory, LLC	UNCHANGED	203,300	203,300	0	0%	$2.8M	$2.6M	-$197.2K	2026-11-06
Activest Wealth Management	UNCHANGED	149,137	149,137	0	0%	$2.0M	$1.9M	-$144.7K	2026-10-15
Hennion & Walsh Asset Management, Inc.	INCREASED	129,733	99,755	+29,978	+30%	$1.3M	$1.6M	+$279.8K	2026-10-13
DBA Trading, LLC	DECREASED	113,032	121,998	-8,966	-7%	$1.7M	$1.4M	-$254.1K	2026-11-04
Adams Asset Advisors, LLC	INCREASED	101,428	101,163	+265	+0%	$1.4M	$1.3M	-$94.8K	2026-10-08
Inscription Capital, LLC	UNCHANGED	81,132	81,132	0	0%	$1.1M	$1.0M	-$78.7K	2026-11-02
Confluence Investment Management LLC	INCREASED	76,898	74,821	+2,077	+3%	$1.0M	$965.8K	-$46.5K	2026-10-01
Closed-End Fund Advisors, Inc.	DECREASED	61,133	78,501	-17,368	-22%	$1.1M	$767.8K	-$294.3K	2026-11-04
LPL Financial LLC	NEW	51,851	—	+51,851	—	—	$651.3K	—	2026-11-06
Accredited Investors Inc.	UNCHANGED	50,898	50,898	0	0%	$688.7K	$639.3K	-$49.4K	2026-11-03
UMB Bank, n.a.	INCREASED	39,365	37,165	+2,200	+6%	$502.8K	$494.4K	-$8.4K	2026-11-06
Belpointe Asset Management LLC	DECREASED	36,777	41,610	-4,833	-12%	$563.0K	$461.9K	-$101.1K	2026-11-09
Tctc Holdings, LLC	UNCHANGED	29,805	29,805	0	0%	$403.3K	$374.4K	-$28.9K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	29,773	75,193	-45,420	-60%	$1.0M	$373.9K	-$643.4K	2026-11-02
Apollon Wealth Management, LLC	DECREASED	27,854	31,354	-3,500	-11%	$424.2K	$349.8K	-$74.4K	2026-10-23
TT Capital Management LLC	INCREASED	26,100	20,000	+6,100	+31%	$270.6K	$327.8K	+$57.2K	2026-10-15
Truist Financial Corp	UNCHANGED	25,459	25,459	0	0%	$344.5K	$319.8K	-$24.7K	2026-10-30
Kavar Capital Partners Group, LLC	INCREASED	22,500	10,000	+12,500	+125%	$135.3K	$282.6K	+$147.3K	2026-11-06
Platt Wealth Management LLC	UNCHANGED	20,079	20,079	0	0%	$271.0K	$252.0K	-$19.0K	2026-11-04
Woodley Farra Manion Portfolio Management Inc	UNCHANGED	18,447	18,447	0	0%	$257.0K	$239.1K	-$17.9K	2026-11-05
PUREfi Wealth, LLC	NEW	18,359	—	+18,359	—	—	$230.6K	—	2026-10-19
Squarepoint Ops LLC	DECREASED	17,262	22,705	-5,443	-24%	$307.2K	$216.8K	-$90.4K	2026-11-09
Clearstead Advisors, LLC	INCREASED	16,000	300	+15,700	+5233%	$4.1K	$201.0K	+$196.9K	2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.	UNCHANGED	15,835	15,835	0	0%	$214.2K	$214.2K	$0	2026-10-15
Veery Capital, LLC	UNCHANGED	14,901	14,901	0	0%	$201.6K	$187.2K	-$14.5K	2026-10-07
Y-Intercept (Hong Kong) Ltd	NEW	13,467	—	+13,467	—	—	$169.1K	—	2026-10-16
Balentine LLC	UNCHANGED	11,922	11,922	0	0%	$161.3K	$149.7K	-$11.6K	2026-11-03
Forvis Mazars Wealth Advisors, LLC	UNCHANGED	10,504	10,504	0	0%	$142.1K	$131.9K	-$10.2K	2026-10-13
Security National Bank	UNCHANGED	4,404	4,404	0	0%	$59.6K	$55.3K	-$4.3K	2026-10-26
Roxbury Financial LLC	UNCHANGED	168	168	0	0%	$2.3K	$2.1K	-$163	2026-10-01
Caitong International Asset Management Co., Ltd	DECREASED	10	34	-24	-71%	$460	$126	-$334	2026-10-29
Eagle Global Advisors LLC	CLOSED	0	21,550	-21,550	-100%	$291.6K	$0	-$291.6K	2026-11-02
Founders Capital Management	CLOSED	0	800	-800	-100%	$10.8K	$0	-$10.8K	2026-10-13
Koch, Inc.	N/A	—	10,485,004	-10,485,004	-100%	$141.9M	—	—	—
HF Capital, LLC	N/A	—	2,216,905	-2,216,905	-100%	$30.0M	—	—	—
Pathstone Holdings, LLC	N/A	—	1,063,041	-1,063,041	-100%	$14.4M	—	—	—
Franklin Resources Inc	N/A	—	779,757	-779,757	-100%	$10.6M	—	—	—
UBS Group AG	N/A	—	747,232	-747,232	-100%	$10.1M	—	—	—
Van Eck Associates Corp	N/A	—	669,889	-669,889	-100%	$9.1M	—	—	—
Morgan Stanley	N/A	—	662,123	-662,123	-100%	$9.0M	—	—	—
Requisite Capital Management, LLC	N/A	—	645,130	-645,130	-100%	$9.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	608,963	-608,963	-100%	$8.2M	—	—	—
Cetera Investment Advisers	N/A	—	590,495	-590,495	-100%	$8.0M	—	—	—
Kennedy Capital Management LLC	N/A	—	384,999	-384,999	-100%	$5.2M	—	—	—
American Financial Group Inc	N/A	—	283,903	-283,903	-100%	$3.8M	—	—	—
Renaissance Technologies LLC	N/A	—	250,829	-250,829	-100%	$3.4M	—	—	—
Wells Fargo & Company	N/A	—	239,142	-239,142	-100%	$3.2M	—	—	—
BlackRock, Inc.	N/A	—	235,871	-235,871	-100%	$3.2M	—	—	—
HRT Financial LP	N/A	—	186,489	-186,489	-100%	$2.5M	—	—	—
Centric Wealth Management	N/A	—	131,578	-131,578	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	129,630	-129,630	-100%	$1.8M	—	—	—
Bank of America Corp	N/A	—	124,586	-124,586	-100%	$1.7M	—	—	—
Millennium Management LLC	N/A	—	104,225	-104,225	-100%	$1.4M	—	—	—
Callodine Capital Management, LP	N/A	—	101,375	-101,375	-100%	$1.4M	—	—	—
State Street Corp	N/A	—	97,936	-97,936	-100%	$1.4M	—	—	—
Cresset Asset Management, LLC	N/A	—	95,136	-95,136	-100%	$1.3M	—	—	—
SlateStone Wealth, LLC	N/A	—	94,644	-94,644	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	83,186	-83,186	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	70,209	-70,209	-100%	$950.0K	—	—	—
Cerity Partners LLC	N/A	—	67,820	-67,820	-100%	$917.6K	—	—	—
Brown Advisory Inc	N/A	—	64,595	-64,595	-100%	$874.0K	—	—	—
Legacy Wealth Advisors, LLC	N/A	—	59,089	-59,089	-100%	$799.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	44,676	-44,676	-100%	$604.5K	—	—	—
Quantinno Capital Management LP	N/A	—	43,836	-43,836	-100%	$593.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	41,922	-41,922	-100%	$567.2K	—	—	—
XTX Topco Ltd	N/A	—	36,857	-36,857	-100%	$498.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	33,872	-33,872	-100%	$458.0K	—	—	—
Raymond James Financial Inc	N/A	—	31,640	-31,640	-100%	$428.1K	—	—	—
Jane Street Group, LLC	N/A	—	30,035	-30,035	-100%	$406.4K	—	—	—
HighTower Advisors, LLC	N/A	—	26,441	-26,441	-100%	$357.7K	—	—	—
SEI Investments Co	N/A	—	24,580	-24,580	-100%	$332.6K	—	—	—
Invesco Ltd.	N/A	—	23,537	-23,537	-100%	$318.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	21,067	-21,067	-100%	$285.0K	—	—	—
Birchview Capital, LP	N/A	—	20,000	-20,000	-100%	$270.6K	—	—	—
Brevan Howard Capital Management LP	N/A	—	17,085	-17,085	-100%	$231.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	16,480	-16,480	-100%	$223.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	15,730	-15,730	-100%	$212.8K	—	—	—
Price T Rowe Associates Inc	N/A	—	14,407	-14,407	-100%	$195.0K	—	—	—
Virtu Financial LLC	N/A	—	14,036	-14,036	-100%	$190.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,006	-13,006	-100%	$176.0K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	11,555	-11,555	-100%	$156.3K	—	—	—
Windsor Advisory Group, LLC	N/A	—	11,222	-11,222	-100%	$151.8K	—	—	—
Baird Financial Group, Inc.	N/A	—	10,859	-10,859	-100%	$146.9K	—	—	—
Advisory Services Network, LLC	N/A	—	10,267	-10,267	-100%	$138.9K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	10,167	-10,167	-100%	$137.6K	—	—	—
nVerses Capital, LLC	N/A	—	10,104	-10,104	-100%	$136.7K	—	—	—
Quantbot Technologies LP	N/A	—	3,918	-3,918	-100%	$53.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,400	-2,400	-100%	$32.5K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	1,000	-1,000	-100%	$13.5K	—	—	—
BFC Planning, Inc.	N/A	—	1,000	-1,000	-100%	$13.5K	—	—	—
JPMorgan Chase & Co	N/A	—	13	-13	-100%	$181	—	—	—

Showing 97 of 97 institutions