Who Owns ARES DYNAMIC CR ALLOC (ARDC)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $102.3M of ARES DYNAMIC CR ALLOC (ARDC) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($24.2M), MORGAN STANLEY ($8.2M), AdvisorNet Financial, Inc ($7.6M), GUGGENHEIM CAPITAL LLC ($5.5M), Penserra Capital Management LLC ($5.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$24.2M1.9MAdded
2MORGAN STANLEY$8.2M645,869Added
3AdvisorNet Financial, Inc$7.6M601,286Added
4GUGGENHEIM CAPITAL LLC$5.5M432,308Added
5Penserra Capital Management LLC$5.4M426,195Added
6United Advisor Group, LLC$4.5M354,015Trimmed
7Invesco Ltd.$4.4M345,648Added
8Foundations Investment Advisors, LLC$4.3M338,475Trimmed
9NewEdge Wealth, LLC$3.2M249,723Trimmed
10Advisors Asset Management, Inc.$2.9M228,388Trimmed
11Janney Montgomery Scott LLC$2.8M224,560Added
12Hennion & Walsh Asset Management, Inc.$2.8M219,107Trimmed
13Capital Investment Advisors, LLC$2.4M187,571Trimmed
14ENVESTNET ASSET MANAGEMENT INC$2.4M186,586New
15Huntleigh Advisors, Inc.$2.2M175,097Trimmed
16Farther Finance Advisors, LLC$2.0M157,252Added
17Thomas J. Herzfeld Advisors, Inc.$1.9M150,623New
18Shaker Financial Services, LLC$1.3M103,541Trimmed
19ICON ADVISERS INC/CO$1.2M97,237Hold
20RAYMOND JAMES FINANCIAL INC$1.2M95,453Trimmed
21SIT INVESTMENT ASSOCIATES INC$1.2M92,478Trimmed
22Curated Wealth Partners LLC$1.1M88,853Added
23BANK OF AMERICA CORP /DE/$1.0M80,409Trimmed
24NATIONS FINANCIAL GROUP INC, /IA/ /ADV$778,57661,645Added
25Royal Bank of Canada$627,00049,656Added

Source: SEC Form 13F filings · as of 2026-06-30