KBDC — Institutional owners (13F)

97 filers · $428.3M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Koch, Inc. $141,862,104 10,485,004 33.12% Shares
STATE OF MICHIGAN RETIREMENT SYSTEM $88,848,290 6,566,762 20.74% Shares
HF Capital, LLC $29,994,725 2,216,905 7.00% Shares
Pathstone Holdings, LLC $14,382,944 1,063,041 3.36% Shares
Russell Investments Group, Ltd. $10,774,264 796,324 2.52% Shares
FRANKLIN RESOURCES INC $10,550,112 779,757 2.46% Shares
UBS Group AG $10,110,049 747,232 2.36% Shares
VAN ECK ASSOCIATES CORP $9,063,598 669,889 2.12% Shares
Requisite Capital Management, LLC $8,986,663 645,130 2.10% Shares
MORGAN STANLEY $8,958,525 662,123 2.09% Shares
Columbus Macro, LLC $8,263,258 610,736 1.93% Shares
ENVESTNET ASSET MANAGEMENT INC $8,239,269 608,963 1.92% Shares
Cetera Investment Advisers $7,989,397 590,495 1.87% Shares
KENNEDY CAPITAL MANAGEMENT LLC $5,209,036 384,999 1.22% Shares
Sage Mountain Advisors LLC $4,779,797 353,274 1.12% Shares
AMERICAN FINANCIAL GROUP INC $3,841,208 283,903 0.90% Shares
HB Wealth Management, LLC $3,790,966 280,189 0.89% Shares
RENAISSANCE TECHNOLOGIES LLC $3,393,716 250,829 0.79% Shares
WELLS FARGO & COMPANY/MN $3,235,586 239,142 0.76% Shares
BlackRock, Inc. $3,191,335 235,871 0.75% Shares
AG Asset Advisory, LLC $2,750,649 203,300 0.64% Shares
Corient Private Wealth LP $2,487,857 183,877 0.58% Shares
Activest Wealth Management $2,017,829 149,137 0.47% Shares
Centric Wealth Management $1,997,354 131,578 0.47% Shares
CITADEL ADVISORS LLC $1,753,894 129,630 0.41% Shares
BANK OF AMERICA CORP /DE/ $1,685,651 124,586 0.39% Shares
DBA TRADING, LLC $1,673,813 121,998 0.39% Shares
MILLENNIUM MANAGEMENT LLC $1,410,164 104,225 0.33% Shares
Callodine Capital Management, LP $1,371,604 101,375 0.32% Shares
Adams Asset Advisors, LLC $1,368,735 101,163 0.32% Shares
STATE STREET CORP $1,363,985 97,936 0.32% Shares
Cresset Asset Management, LLC $1,325,244 95,136 0.31% Shares
STIFEL FINANCIAL CORP $1,125,507 83,186 0.26% Shares
Inscription Capital, LLC $1,097,716 81,132 0.26% Shares
Closed-End Fund Advisors, Inc. $1,062,119 78,501 0.25% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,017,360 75,193 0.24% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $965,839 76,898 0.23% Shares
ROYAL BANK OF CANADA $950,000 70,209 0.22% Shares
Cerity Partners LLC $917,615 67,820 0.21% Shares
BROWN ADVISORY INC $873,971 64,595 0.20% Shares
Legacy Wealth Advisors, LLC $799,475 59,089 0.19% Shares
Accredited Investors Inc. $688,650 50,898 0.16% Shares
OSAIC HOLDINGS, INC. $604,466 44,676 0.14% Shares
Quantinno Capital Management LP $593,101 43,836 0.14% Shares
Kovack Advisors, Inc. $567,203 41,922 0.13% Shares
Belpointe Asset Management LLC $562,983 41,610 0.13% Shares
UMB Bank, n.a. $502,842 37,165 0.12% Shares
XTX Topco Ltd $498,675 36,857 0.12% Shares
Dynamic Technology Lab Private Ltd $458,000 33,872 0.11% Shares
RAYMOND JAMES FINANCIAL INC $428,089 31,640 0.10% Shares
Apollon Wealth Management, LLC $424,220 31,354 0.10% Shares
JANE STREET GROUP, LLC $406,373 30,035 0.09% Shares
TCTC Holdings, LLC $403,262 29,805 0.09% Shares
HighTower Advisors, LLC $357,747 26,441 0.08% Shares
TRUIST FINANCIAL CORP $344,460 25,459 0.08% Shares
SEI INVESTMENTS CO $332,574 24,580 0.08% Shares
Promus Capital, LLC $331,415 24,881 0.08% Shares
Invesco Ltd. $318,456 23,537 0.07% Shares
Running Point Capital Advisors, LLC $308,058 21,512 0.07% Shares
Squarepoint Ops LLC $307,199 22,705 0.07% Shares
EAGLE GLOBAL ADVISORS LLC $291,571 21,550 0.07% Shares
NewEdge Advisors, LLC $285,037 21,067 0.07% Shares
TT Capital Management LLC $270,600 20,000 0.06% Shares
Birchview Capital, LP $270,600 20,000 0.06% Shares
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $256,967 18,447 0.06% Shares
Brevan Howard Capital Management LP $231,160 17,085 0.05% Shares
CARY STREET PARTNERS FINANCIAL LLC $222,974 16,480 0.05% Shares
Generali Investments CEE, investicni spolecnost, a.s. $214,248 15,835 0.05% Shares
Catalina Capital Group, LLC $210,918 15,373 0.05% Shares
Veery Capital, LLC $201,611 14,901 0.05% Shares
Rockefeller Capital Management L.P. $175,971 13,006 0.04% Shares
Cubist Systematic Strategies, LLC $173,693 13,040 0.04% Shares
Balentine LLC $161,305 11,922 0.04% Shares
Sovereign Financial Group, Inc. $156,335 11,555 0.04% Shares
Windsor Advisory Group, LLC $151,834 11,222 0.04% Shares
Baird Financial Group, Inc. $146,922 10,859 0.03% Shares
Forvis Mazars Wealth Advisors, LLC $142,120 10,504 0.03% Shares
Advisory Services Network, LLC $138,906 10,267 0.03% Shares
D. E. Shaw & Co., Inc. $137,560 10,167 0.03% Shares
nVerses Capital, LLC $136,707 10,104 0.03% Shares
KAVAR CAPITAL PARTNERS GROUP, LLC $135,300 10,000 0.03% Shares
CIBC Private Wealth Group LLC $111,169 8,346 0.03% Shares
Security National Bank $59,586 4,404 0.01% Shares
Quantbot Technologies LP $53,011 3,918 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $32,472 2,400 0.01% Shares
Fourth Dimension Wealth, LLC $13,530 1,000 0.00% Shares
Founders Capital Management $10,824 800 0.00% Shares
Clearstead Advisors, LLC $4,059 300 0.00% Shares
HRT FINANCIAL LP $2,523 186,489 0.00% Shares
Roxbury Financial LLC $2,110 168 0.00% Shares
Point72 (DIFC) Ltd $706 53 0.00% Shares
Point72 Europe (London) LLP $626 47 0.00% Shares
Caitong International Asset Management Co., Ltd $460 34 0.00% Shares
Platt Wealth Management LLC $271 20,079 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $195 14,407 0.00% Shares
Virtu Financial LLC $190 14,036 0.00% Shares
JPMORGAN CHASE & CO $181 13 0.00% Shares