4 institutions reported holding $2.4M of KAYNE ANDERSON BDC INC COM SHS (KBDC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.3M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.0M), Roxbury Financial LLC ($2,273), Valeo Financial Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.3M | 99,755 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.0M | 74,821 | Trimmed |
| 3 | Roxbury Financial LLC | $2,273 | 168 | New |
| 4 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30