As of the latest SEC filings, KUBOTA CREDIT OWNER TRUST (KCOT) is held by 167 institutional funds. The largest fund shareholder is Columbia Ultra Short Term Bond Fund (CUSOX), holding an estimated $18,288,455.78 in market value, representing 1.09% of its portfolio.
Funds holding KUBOTA CREDIT OWNER TRUST (KCOT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- KCOT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CUSOX
Columbia Ultra Short Term Bond Fund
|
MF | Columbia Threadneedle | 1.09% | $18,288,455.78 | 18,156,967 | Apr 30, 2026 | Jun 25, 2026 |
|
FCNVX
Fidelity Conservative Income Bond Fund
|
MF | Fidelity | 0.20% | $14,111,781.26 | 14,057,333 | Feb 28, 2026 | Apr 24, 2026 |
|
FPNIX
FPA New Income Fund
|
MF | Independent / Boutique | 0.12% | $13,025,853.93 | 12,897,000 | Mar 31, 2026 | May 28, 2026 |
|
CUSOX
Columbia Ultra Short Term Bond Fund
|
MF | Columbia Threadneedle | 0.67% | $11,319,964.96 | 11,194,000 | Apr 30, 2026 | Jun 25, 2026 |
|
FZOLX
Fidelity SAI Low Duration Bond Fund
|
MF | Fidelity | 0.41% | $11,127,707.46 | 11,084,773 | Feb 28, 2026 | Apr 24, 2026 |
|
VIITX
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND
|
MF | Vanguard | 0.03% | $10,503,941.35 | 10,380,000 | Mar 31, 2026 | May 28, 2026 |
|
VUSFX
VANGUARD ULTRA-SHORT-TERM BOND FUND
|
MF | Vanguard | 0.06% | $9,951,673.57 | 9,928,701 | Apr 30, 2026 | Jun 26, 2026 |
|
FPNIX
FPA New Income Fund
|
MF | Independent / Boutique | 0.09% | $9,514,974.24 | 9,456,000 | Mar 31, 2026 | May 28, 2026 |
|
PSIQX
Short-Term Income Fund
|
MF | Independent / Boutique | 0.28% | $9,461,507.90 | 9,500,000 | Apr 30, 2026 | Jun 25, 2026 |
|
FCNVX
Fidelity Conservative Income Bond Fund
|
MF | Fidelity | 0.13% | $9,218,906.05 | 9,175,000 | Feb 28, 2026 | Apr 24, 2026 |
|
BBBMX
BBH Limited Duration Fund
|
MF | Independent / Boutique | 0.08% | $8,019,593.21 | 7,962,452 | Apr 30, 2026 | Jun 26, 2026 |
|
VIITX
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND
|
MF | Vanguard | 0.02% | $6,589,757.48 | 6,520,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Short Duration Bond Fund
|
ETF | John Hancock | 0.34% | $5,064,960.50 | 5,000,000 | Feb 28, 2026 | Apr 28, 2026 |
|
VIITX
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND
|
MF | Vanguard | 0.02% | $4,585,611.49 | 4,550,000 | Mar 31, 2026 | May 28, 2026 |
|
VISTX
VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND
|
MF | Vanguard | 0.07% | $4,513,254.18 | 4,460,000 | Mar 31, 2026 | May 28, 2026 |
|
VUSB
VANGUARD ULTRA-SHORT BOND ETF
|
ETF | Vanguard | 0.05% | $4,379,149.91 | 4,370,000 | Mar 31, 2026 | May 28, 2026 |
|
CCSAX
Columbia Commodity Strategy Fund
|
MF | Columbia Threadneedle | 0.79% | $4,179,778.63 | 4,136,689 | Feb 28, 2026 | Apr 27, 2026 |
|
-
JNL/WMC Balanced Fund
|
ETF | Independent / Boutique | 0.04% | $3,576,834.05 | 3,556,243 | Mar 31, 2026 | May 28, 2026 |
|
VISTX
VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND
|
MF | Vanguard | 0.05% | $3,486,911.55 | 3,450,000 | Mar 31, 2026 | May 28, 2026 |
|
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
ETF | PIMCO | 0.02% | $3,447,993.00 | 3,443,564 | Mar 31, 2026 | May 29, 2026 |
|
DCFZX
Destinations Core Fixed Income Fund
|
MF | Independent / Boutique | 0.22% | $3,287,454.48 | 3,253,030 | Feb 28, 2026 | Apr 28, 2026 |
|
UISBX
Victory Short-Term Bond Fund
|
MF | Independent / Boutique | 0.12% | $3,218,292.89 | 3,210,900 | Apr 30, 2026 | Jun 25, 2026 |
|
TRBUX
T. Rowe Price Ultra Short-Term Bond Fund
|
MF | T. Rowe Price | 0.11% | $2,942,541.55 | 2,900,000 | Feb 28, 2026 | Apr 27, 2026 |
|
CCSAX
Columbia Commodity Strategy Fund
|
MF | Columbia Threadneedle | 0.56% | $2,941,916.89 | 2,900,000 | Feb 28, 2026 | Apr 27, 2026 |
|
FIWGX
Strategic Advisers Fidelity Core Income Fund
|
MF | Fidelity | 0.00% | $2,519,600.41 | 2,483,000 | Feb 28, 2026 | Apr 24, 2026 |
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