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.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$24.2M	1.9M	Added
2	MORGAN STANLEY	$8.2M	645,869	Added
3	AdvisorNet Financial, Inc	$7.6M	601,286	Added
4	GUGGENHEIM CAPITAL LLC	$5.5M	432,308	Added
5	Penserra Capital Management LLC	$5.4M	426,195	Added
6	United Advisor Group, LLC	$4.5M	354,015	Trimmed
7	Invesco Ltd.	$4.4M	345,648	Added
8	Foundations Investment Advisors, LLC	$4.3M	338,475	Trimmed
9	NewEdge Wealth, LLC	$3.2M	249,723	Trimmed
10	Advisors Asset Management, Inc.	$2.9M	228,388	Trimmed
11	Janney Montgomery Scott LLC	$2.8M	224,560	Added
12	Hennion & Walsh Asset Management, Inc.	$2.8M	219,107	Trimmed
13	Capital Investment Advisors, LLC	$2.4M	187,571	Trimmed
14	ENVESTNET ASSET MANAGEMENT INC	$2.4M	186,586	New
15	Huntleigh Advisors, Inc.	$2.2M	175,097	Trimmed
16	Farther Finance Advisors, LLC	$2.0M	157,252	Added
17	Thomas J. Herzfeld Advisors, Inc.	$1.9M	150,623	New
18	Shaker Financial Services, LLC	$1.3M	103,541	Trimmed
19	ICON ADVISERS INC/CO	$1.2M	97,237	Hold
20	RAYMOND JAMES FINANCIAL INC	$1.2M	95,453	Trimmed
21	SIT INVESTMENT ASSOCIATES INC	$1.2M	92,478	Trimmed
22	Curated Wealth Partners LLC	$1.1M	88,853	Added
23	BANK OF AMERICA CORP /DE/	$1.0M	80,409	Trimmed
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$778,576	61,645	Added
25	Royal Bank of Canada	$627,000	49,656	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30