Ares CapitalARCC
13F holders, Q2 2024 (June 30)735holders +20
70new positions
50sold out
2famous investors
$20.83avg. 13F price*
At the end of Q2 2024, 735 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 20 from Q1 2024. 70 opened new positions and 50 sold out. The largest holders were Morgan Stanley ($333.7M), Van Eck Associates Corp. ($243.4M) and Bank of America Corp. ($138.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $83.3M |
| Exits | 50 | $33.5M |
All 13F filers, Q1 2024 → Q2 2024: 17,738,554 shares bought and 9,604,581 shares sold, net +8,133,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Morgan Stanley | 0.03% | Add +8.2% | 16,010,757 | $333.7M |
| Van Eck Associates Corp. | 0.35% | Add +20.2% | 11,681,109 | $243.4M |
| Bank of America Corp. | 0.01% | Add +7.7% | 6,654,676 | $138.7M |
| Royal Bank of Canada | 0.03% | Reduce -16.5% | 5,561,627 | $115.9M |
| Legal & General Group Plc | 0.03% | Add +6.2% | 5,342,297 | $111.3M |
| FMR LLC | 0.01% | Reduce -3.1% | 5,296,922 | $110.4M |
| Ameriprise Financial Inc. | 0.02% | Add +4.0% | 4,114,519 | $85.8M |
| Confluence Investment Management LLC | 1.13% | Reduce -8.9% | 3,772,574 | $78.6M |
| LPL Financial LLC | 0.04% | Add +8.5% | 3,492,247 | $72.8M |
| Wells Fargo & Company | 0.02% | Add +5.7% | 3,311,674 | $69.0M |
| JPMorgan Chase & Co. | 0.01% | Add +78.5% | 3,282,387 | $68.4M |
| Advisors Capital Management, LLC | 1.19% | Add +5.1% | 3,257,071 | $67.9M |
| UBS Group AG | 0.01% | Add +3.6% | 2,288,403 | $47.7M |
| Stifel Financial Corp. | 0.05% | Reduce -3.7% | 2,140,047 | $44.6M |
| Sound Income Strategies, LLC | 3.11% | Add +3.8% | 2,138,203 | $44.6M |
| Two Sigma Advisers, LP | 0.10% | Reduce -16.2% | 2,127,600 | $44.3M |
| Ares Management LLC | 1.22% | Reduce -6.8% | 2,063,251 | $43.0M |
| Border to Coast Pensions Partnership Ltd | 0.98% | Reduce -2.2% | 2,000,000 | $41.7M |
| Progeny 3, Inc. | 3.96% | Add +4.7% | 1,983,594 | $41.3M |
| Two Sigma Investments, LP | 0.10% | Add +89.3% | 1,930,736 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.9% | 1,911,454 | $39.8M |
| OMERS ADMINISTRATION Corp | 0.38% | Reduce -53.9% | 1,873,448 | $39.0M |
| BlackRock Inc. | 0.00% | Add +3.0% | 1,830,816 | $38.2M |
| Allen Investment Management, LLC | 0.45% | Add +6.9% | 1,778,492 | $37.1M |
| LSV Asset Management | 0.08% | Reduce -1.7% | 1,714,886 | $35.7M |
| Rockefeller Capital Management L.P. | 0.10% | Add +11.4% | 1,696,531 | $35.4M |
| CCLA Investment Management | 0.54% | Add +0.8% | 1,680,650 | $34.9M |
| Nomura Asset Management Co. Ltd. | 0.11% | Reduce -4.0% | 1,491,949 | $31.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 1,491,495 | $31.1M |
| Partners Group Holding AG | 2.32% | Add +62.7% | 1,475,146 | $30.7M |
| Gilbert & Cook, Inc. | 4.32% | Add +1.1% | 1,419,627 | $29.6M |
| Bruni J V & Co. | 3.63% | Reduce -0.0% | 1,398,189 | $29.1M |
| Capital Advisors Inc. | 0.60% | Add +10.9% | 1,396,481 | $29.1M |
| 1832 Asset Management L.P. | 0.05% | Add +0.8% | 1,365,540 | $28.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.8% | 1,214,933 | $25.3M |
| Clearbridge Investments, LLC | 0.02% | Reduce -1.5% | 1,143,576 | $23.8M |
| Stephens Inc. | 0.34% | Add +0.9% | 1,059,955 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.5% | 1,054,218 | $22.0M |
| McGowan Group Asset Management, Inc. | 3.07% | Add +2.1% | 1,034,889 | $21.6M |
| Baillie Gifford & Co. | 0.01% | Reduce -22.8% | 913,639 | $19.0M |
| Sage Advisors, LLC | 14.77% | Add +14.6% | 871,608 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.9% | 870,646 | $18.1M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -6.0% | 864,640 | $18.0M |
| Cetera Investment Advisers | 0.04% | Add +5.4% | 864,353 | $18.0M |
| Raymond James & Associates | 0.01% | Add +12.3% | 861,594 | $18.0M |
| Muzinich & Co., Inc. | 14.37% | Add +6.0% | 860,058 | $17.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +6.7% | 846,847 | $17.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.6% | 820,974 | $17.1M |
| Naviter Wealth, LLC | 2.51% | Add +3.6% | 807,867 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +5.3% | 727,745 | $15.2M |
| Neuberger Berman Group LLC | 0.01% | Add +3.4% | 727,463 | $15.2M |
| Edgemoor Investment Advisors, Inc. | 1.41% | Add +1.6% | 720,252 | $15.0M |
| D.A. Davidson & Co. | 0.13% | Reduce -8.0% | 713,596 | $14.9M |
| Melia Wealth LLC | 8.07% | Add +1.3% | 709,944 | $14.8M |
| LGT Capital Partners LTD. | 0.50% | No change | 705,575 | $14.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 697,566 | $14.5M |
| TCW Group Inc. | 0.12% | Add +13.2% | 664,433 | $13.8M |
| Sigma Investment Counselors Inc. | 0.85% | Add +13.4% | 651,938 | $13.6M |
| HRT Financial LP | 0.08% | Add +600.1% | 647,169 | $13.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +7.3% | 625,218 | $13.0M |
| Chartwell Investment Partners, LLC | 0.45% | Add +1.9% | 621,212 | $12.9M |
| McKinley Capital Management LLC | 2.26% | Add +6.3% | 620,165 | $12.9M |
| Northeast Financial Consultants Inc | 0.57% | Add +2.4% | 592,566 | $12.3M |
| New South Capital Management Inc. | 0.51% | Reduce -2.6% | 547,903 | $11.4M |
| Hudson Bay Capital Management LP | 0.10% | New | 536,208 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +21.2% | 522,944 | $10.9M |
| Palisade Capital Management, LP | 0.33% | Add +55.0% | 516,192 | $10.8M |
| Edge Capital Group, LLC | 0.51% | No change | 502,513 | $10.5M |
| Clearstead Advisors, LLC | 0.18% | Add +20.6% | 492,420 | $10.3M |
| Bell Bank | 0.85% | Reduce -1.0% | 484,776 | $10.1M |
| Cliffwater LLC | 2.10% | Add +4.1% | 470,794 | $9.8M |
| Chicago Partners Investment Group LLC | 0.38% | Add +6.7% | 459,980 | $9.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -5.0% | 456,747 | $9.7M |
| Graypoint LLC | 0.65% | No change | 452,140 | $9.4M |
| Merit Financial Group, LLC | 0.20% | Reduce -0.2% | 445,732 | $9.3M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 445,029 | $9.3M |
| Sfmg, LLC | 0.76% | Add +1.1% | 421,447 | $8.8M |
| Balyasny Asset Management L.P. | 0.02% | New | 418,881 | $8.7M |
| Emfo, LLC | 7.79% | Reduce -1.9% | 417,757 | $8.7M |
| Evercore Wealth Management, LLC | 0.14% | No change | 412,827 | $8.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.50% | Add +3.4% | 405,429 | $8.4M |
| Cerity Partners LLC | 0.02% | Add +48.1% | 404,831 | $8.4M |
| Invesco Ltd. | 0.00% | Add +3.3% | 395,201 | $8.2M |
| Evergreen Capital Management LLC | 0.30% | Reduce -2.8% | 394,071 | $8.2M |
| MacKay Shields LLC | 1.45% | Reduce -35.6% | 392,848 | $8.2M |
| Greenwich Investment Management, Inc. | 7.49% | Reduce -6.3% | 392,525 | $8.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.1% | 387,607 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -10.9% | 371,031 | $7.7M |
| Mgo One Seven LLC | 0.36% | Reduce -6.0% | 365,065 | $7.6M |
| Boston Partners | 0.01% | Reduce -4.7% | 356,643 | $7.4M |
| Hilton Capital Management, LLC | 0.62% | Add +3.7% | 349,161 | $7.3M |
| Creative Planning | 0.01% | Reduce -3.4% | 323,250 | $6.7M |
| Advisors Asset Management, Inc. | 0.13% | Reduce -1.3% | 322,233 | $6.7M |
| Oppenheimer & Co. Inc. | 0.11% | Add +0.3% | 319,249 | $6.7M |
| Tectonic Advisors LLC | 0.48% | Add +11.7% | 318,510 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Add +31.8% | 315,874 | $6.6M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -0.4% | 307,288 | $6.4M |
| Romano Brothers and Company | 0.87% | Reduce -0.3% | 302,460 | $6.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.5% | 300,445 | $6.3M |
| DAVENPORT & Co LLC | 0.04% | Add +0.5% | 293,143 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Add +10.8% | 292,740 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.1% | 279,841 | $5.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | No change | 275,625 | $5.7M |
| Credit Agricole S A | 0.04% | New | 275,002 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +21.0% | 271,520 | $5.7M |
| Blair William & Co. | 0.02% | Reduce -4.5% | 269,294 | $5.6M |
| Sargent Investment Group, LLC | 1.13% | Add +3.6% | 266,250 | $5.5M |
| Independent Financial Group, LLC | 0.22% | Add +5.3% | 264,391 | $5.5M |
| Foresight Capital Management Advisors, Inc. | 3.69% | Add +3.6% | 260,921 | $5.4M |
| Barclays PLC | 0.00% | Add +88.6% | 252,812 | $5.3M |
| iA Global Asset Management Inc. | 0.10% | New | 250,064 | $5.2M |
| Carnegie Investment Counsel | 0.16% | Add +5.6% | 248,725 | $5.2M |
| Baugh & Associates, LLC | 2.64% | Reduce -4.3% | 233,539 | $5.1M |
| Granite FO LLC | 3.17% | Add +34.5% | 237,965 | $5.0M |
| Mirador Capital Partners LP | 0.92% | Add +4.3% | 235,578 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -0.6% | 233,768 | $4.9M |
| Fernwood Investment Management, LLC | 1.51% | Reduce -2.7% | 233,109 | $4.9M |
| Wambolt & Associates, LLC | 1.40% | Add +3.3% | 232,469 | $4.8M |
| SlateStone Wealth, LLC | 0.52% | Add +4.1% | 229,713 | $4.8M |
| New England Asset Management Inc. | 0.82% | No change | 225,900 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -3.0% | 224,372 | $4.7M |
| Kavar Capital Partners Group, LLC | 0.84% | New | 224,133 | $4.7M |
| Fort Pitt Capital Group, LLC | 0.14% | Add +23.3% | 219,001 | $4.6M |
| Foundations Investment Advisors, LLC | 0.11% | Add +6.6% | 210,020 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +8.2% | 209,086 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +4.2% | 204,950 | $4.3M |
| Callodine Capital Management, LP | 0.98% | Reduce -50.0% | 200,000 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +481.8% | 199,179 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +481.8% | 199,179 | $4.2M |
| CW Advisors, LLC | 0.07% | New | 198,580 | $4.1M |
| Banque Cantonale Vaudoise | 0.16% | Add +62.9% | 196,903 | $4.1M |
| Condor Capital Management | 0.39% | Add +88.6% | 195,961 | $4.1M |
| Headlands Technologies LLC | 0.43% | Add +4171.4% | 192,341 | $4.0M |
| Quantbot Technologies LP | 0.19% | Reduce -16.7% | 189,324 | $3.9M |
| Uniplan Investment Counsel, Inc. | 0.36% | Reduce -1.7% | 186,508 | $3.9M |
| Cottage Street Advisors LLC | 2.28% | Add +0.8% | 185,213 | $3.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +49.0% | 184,718 | $3.8M |
| Perennial Advisors, LLC | 0.86% | Reduce -0.1% | 184,564 | $3.8M |
| Brown Advisory Inc. | 0.01% | Add +43.1% | 182,608 | $3.8M |
| HB Wealth Management, LLC | 0.04% | Reduce -14.0% | 179,321 | $3.7M |
| Meridian Wealth Management, LLC | 0.44% | New | 177,850 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 177,553 | $3.7M |
| Cibc World Market Inc. | 0.01% | Add +15.9% | 175,149 | $3.6M |
| S&T Bank | 0.91% | Reduce -13.1% | 171,738 | $3.6M |
| Clear Creek Financial Management, LLC | 0.42% | Add +10.0% | 165,289 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +20.5% | 165,192 | $3.4M |
| Marathon Capital Management | 0.88% | Reduce -0.9% | 164,715 | $3.4M |
| International Assets Investment Management, LLC | 0.32% | Reduce -23.6% | 163,890 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | — | 162,503 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.9% | 161,743 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +19.2% | 160,112 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Add +0.2% | 159,562 | $3.3M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Reduce -7.7% | 159,790 | $3.3M |
| AE Wealth Management LLC | 0.03% | Add +11.1% | 159,825 | $3.3M |
| Wellington Shields Capital Management, LLC | 0.60% | Add +5.1% | 159,290 | $3.3M |
| Focus Financial Network, Inc. | 0.14% | Reduce -14.2% | 156,231 | $3.3M |
| BBR Partners, LLC | 0.27% | Add +0.7% | 156,181 | $3.3M |
| Truvestments Capital LLC | 1.29% | Add +2.4% | 155,466 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 154,536 | $3.2M |
| Curated Wealth Partners LLC | 0.45% | — | 153,208 | $3.2M |
| Prairiewood Capital, LLC | 1.50% | Add +10.2% | 152,098 | $3.2M |
| Providence Capital Advisors, LLC | 0.69% | Add +1.4% | 151,196 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -64.9% | 150,672 | $3.1M |
| Obermeyer Wealth Partners | 0.18% | Add +8.5% | 150,489 | $3.1M |
| Community Trust & Investment Co. | 0.21% | Reduce -1.1% | 150,414 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -7.2% | 147,243 | $3.1M |
| EWG Elevate Inc. | 1.07% | Reduce -3.7% | 140,926 | $2.9M |
| BluePointe Capital Management, LLC | 1.94% | Add +1.4% | 138,524 | $2.9M |
| IHT Wealth Management, LLC | 0.11% | Reduce -6.1% | 137,882 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 137,274 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.5% | 137,194 | $2.9M |
| Cwm, LLC | 0.01% | Add +2.3% | 135,776 | $2.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.29% | Add +4.2% | 135,695 | $2.8M |
| NorthCoast Asset Management LLC | 0.02% | Add +3.1% | 133,823 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -2.2% | 133,497 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +13.9% | 132,679 | $2.8M |
| Copperwynd Financial, LLC | 0.90% | Add +6.8% | 131,818 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -1.9% | 128,661 | $2.7M |
| Waterloo Capital, L.P. | 0.31% | Add +0.9% | 125,813 | $2.6M |
| Pearl River Capital, LLC | 0.41% | New | 124,853 | $2.6M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -0.0% | 124,052 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | Add +99.3% | 119,500 | $2.5M |
| Savant Capital, LLC | 0.02% | Add +4.7% | 117,123 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +21.6% | 116,379 | $2.4M |
| Sculati Wealth Management, LLC | 1.02% | Reduce -1.0% | 114,595 | $2.4M |
| Jump Financial, LLC | 0.05% | Reduce -72.7% | 114,222 | $2.4M |
| Comerica Bank | 0.01% | Reduce -4.7% | 113,626 | $2.4M |
| Crescent Grove Advisors, LLC | 0.26% | Add +111.0% | 112,710 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -18.3% | 111,383 | $2.3M |
| Whittier Trust Co. | 0.03% | Reduce -8.5% | 109,083 | $2.3M |
| Arkadios Wealth Advisors | 0.15% | Reduce -19.5% | 107,629 | $2.2M |
| Joel Isaacson & Co., LLC | 0.12% | No change | 106,073 | $2.2M |
| Taylor Frigon Capital Management LLC | 1.05% | Add +25.8% | 105,704 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -1.9% | 105,306 | $2.2M |
| Castle Rock Wealth Management, LLC | 0.54% | Add +10.8% | 103,624 | $2.1M |
| GP Brinson Investments LLC | 0.92% | No change | 102,481 | $2.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -65.5% | 101,708 | $2.1M |
| Argent Trust Co | 0.09% | Reduce -6.7% | 100,591 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 99,958 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +9.8% | 99,775 | $2.1M |
| Ieq Capital, LLC | 0.03% | Add +0.4% | 97,528 | $2.0M |
| Magnolia Capital Advisors LLC | 1.13% | New | 97,027 | $2.0M |
| Rathbones Group PLC | 0.01% | Add +170.0% | 96,803 | $2.0M |
| Cardiff Park Advisors, LLC | 0.19% | Add +4.5% | 96,694 | $2.0M |
| Palogic Value Management, L.P. | 0.85% | Reduce -0.0% | 96,521 | $2.0M |
| GraniteShares Advisors LLC | 0.67% | Add +14.2% | 96,436 | $2.0M |
| Albion Financial Group | 0.15% | Add +4.6% | 95,930 | $2.0M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -1.5% | 95,522 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +17.1% | 95,315 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 93,681 | $2.0M |
| Bank of New Hampshire | 0.50% | Add +0.8% | 92,207 | $1.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +6.5% | 90,914 | $1.9M |
| Essex Financial Services, Inc. | 0.14% | Add +28.7% | 91,306 | $1.9M |
| Delphi Management Inc. | 1.52% | Add +0.1% | 89,235 | $1.9M |
| United Advisor Group, LLC | 0.58% | Add +2.8% | 88,964 | $1.9M |
| Larson Financial Group LLC | 0.12% | Add +7.3% | 86,610 | $1.8M |
| Brown, Lisle/Cummings, Inc. | 0.59% | Add +17.9% | 86,175 | $1.8M |
| Macquarie Group Ltd. | 0.00% | No change | 85,300 | $1.8M |
| Alps Advisors Inc. | 0.01% | Add +3.0% | 85,315 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.89% | Reduce -0.8% | 84,705 | $1.8M |
| Crestwood Advisors Group, LLC | 0.04% | Add +88.7% | 84,454 | $1.8M |
| Eagle Global Advisors LLC | 0.09% | Add +4.6% | 81,220 | $1.7M |
| Midwest Professional Planners, LTD. | 0.56% | Add +13.1% | 80,842 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -13.0% | 80,736 | $1.7M |
| Bramshill Investments, LLC | 0.18% | Reduce -35.5% | 79,994 | $1.7M |
| RDA Financial Network | 0.55% | Reduce -0.6% | 79,976 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +25.4% | 79,918 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +8.4% | 79,262 | $1.7M |
| Glassy Mountain Advisors, Inc. | 0.60% | Reduce -1.6% | 77,890 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.3% | 77,384 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.3% | 77,137 | $1.6M |
| State Street Corp. | 0.00% | No change | 76,823 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.6% | 76,566 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +6.7% | 76,435 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.41% | New | 76,393 | $1.6M |
| Oxford Financial Group, LTD. LLC | 0.10% | New | 75,874 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +21.4% | 75,640 | $1.6M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -0.3% | 75,121 | $1.6M |
| Spire Wealth Management | 0.05% | Add +21.9% | 73,819 | $1.5M |
| Millennium Management | 0.00% | Add +72.2% | 73,653 | $1.5M |
| Richard P Slaughter Associates Inc | 0.36% | Add +4.2% | 73,243 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.7% | 72,463 | $1.5M |
| Beverly Hills Private Wealth, LLC | 0.33% | Reduce -2.4% | 72,200 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.9% | 71,428 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -61.0% | 71,119 | $1.5M |
| Activest Wealth Management | 0.49% | Add +375.3% | 70,732 | $1.5M |
| Texas Yale Capital Corp. | 0.07% | Add +1.9% | 68,280 | $1.4M |
| MBM Wealth Consultants, LLC | 0.48% | Add +5.0% | 66,291 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.5% | 66,505 | $1.4M |
| Cascade Investment Group, Inc. | 1.08% | No change | 66,361 | $1.4M |
| Duncker Streett & Co. Inc. | 0.27% | Reduce -1.6% | 66,279 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -3.0% | 66,218 | $1.4M |
| Ayrshire Capital Management LLC | 0.70% | Add +5.7% | 66,190 | $1.4M |
| Mainstay Capital Management LLC | 0.24% | New | 65,473 | $1.4M |
| Stableford Capital II LLC | 0.53% | Reduce -1.4% | 64,583 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.69% | Add +1.0% | 65,262 | $1.4M |
| Cutter & CO Brokerage, Inc. | 0.33% | Reduce -6.8% | 64,345 | $1.3M |
| Samalin Investment Counsel, LLC | 0.63% | Add +1.8% | 64,326 | $1.3M |
| Brown Miller Wealth Management, LLC | 0.55% | Add +0.1% | 63,136 | $1.3M |
| SpiderRock Advisors, LLC | 0.03% | No change | 62,911 | $1.3M |
| Griffin Asset Management, Inc. | 0.15% | Add +4.9% | 62,842 | $1.3M |
| Register Financial Advisors LLC | 0.65% | Add +2.8% | 62,129 | $1.3M |
| Wintrust Investments LLC | 0.10% | Add +2.9% | 61,425 | $1.3M |
| Rollins Financial Advisors, LLC | 0.22% | Add +286.8% | 61,170 | $1.3M |
| Family Manage LLC | 0.22% | Reduce -34.6% | 60,390 | $1.3M |
| Lantz Financial LLC | 0.39% | Reduce -0.1% | 59,800 | $1.2M |
| Tidal Investments LLC | 0.02% | Add +10.1% | 59,659 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -0.5% | 59,419 | $1.2M |
| Triumph Capital Management | 0.48% | New | 58,716 | $1.2M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -0.5% | 58,598 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +246.5% | 58,399 | $1.2M |
| Belpointe Asset Management LLC | 0.08% | Reduce -1.0% | 58,322 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Reduce -1.1% | 57,985 | $1.2M |
| Access Investment Management LLC | 0.39% | No change | 57,675 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 57,317 | $1.2M |
| M Holdings Securities, Inc. | 0.15% | Add +23.7% | 57,041 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -12.3% | 56,931 | $1.2M |
| Rothschild Investment LLC | 0.08% | Add +0.3% | 56,388 | $1.2M |
| GoalVest Advisory LLC | 0.38% | Reduce -6.7% | 56,322 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.0% | 56,240 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.9% | 55,995 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Reduce -4.7% | 55,660 | $1.2M |
| Modern Wealth Management, LLC | 0.08% | Add +5.7% | 54,895 | $1.1M |
| Baldwin Investment Management, LLC | 0.15% | Reduce -0.1% | 54,287 | $1.1M |
| Second Line Capital, LLC | 0.34% | Reduce -3.1% | 53,727 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +2.5% | 53,199 | $1.1M |
| PFG Advisors | 0.07% | Add +5.2% | 53,186 | $1.1M |
| Ascent Group, LLC | 0.09% | Reduce -12.6% | 52,625 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +29.5% | 52,535 | $1.1M |
| WealthPlan Investment Management, LLC | 0.16% | Add +5.6% | 51,748 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +20.2% | 51,393 | $1.1M |
| Intellectus Partners, LLC | 0.29% | Add +0.9% | 50,690 | $1.1M |
| C2C Wealth Management, LLC | 1.03% | No change | 50,600 | $1.1M |
| Accel Wealth Management | 0.42% | Add +29.9% | 49,726 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +10.6% | 49,405 | $1.0M |
| Riverbridge Partners LLC | 0.01% | Add +3.0% | 49,292 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Reduce -4.8% | 49,253 | $1.0M |
| First National Trust Co | 0.04% | No change | 49,067 | $1.0M |
| Castle Wealth Management LLC | 0.49% | Reduce -0.1% | 48,981 | $1.0M |
| Compound Planning, Inc. | 0.08% | Add +12.5% | 48,775 | $1.0M |
| Axiom Advisory, LLC | 0.01% | New | 47,971 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -4.2% | 47,850 | $997K |
| Bison Wealth, LLC | 0.16% | No change | 47,499 | $989K |
| Atria Investments, Inc | 0.01% | New | 47,388 | $988K |
| Alberta Investment Management Corp | 0.01% | No change | 47,300 | $986K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.5% | 47,100 | $982K |
| Ancora Advisors LLC | 0.02% | Add +0.4% | 46,809 | $976K |
| Advisory Services Network, LLC | 0.02% | Reduce -21.1% | 46,128 | $961K |
| First National Bank of Mount Dora, Trust Investment Services | 0.23% | No change | 46,002 | $959K |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +3.7% | 45,955 | $958K |
| SteelPeak Wealth, LLC | 0.05% | Add +151.4% | 45,698 | $952K |
| StoneX Group Inc. | 0.08% | Add +23.9% | 45,646 | $951K |
| Eagle Bay Advisors LLC | 0.58% | Add +77.5% | 45,588 | $950K |
| Guild Investment Management, Inc. | 1.08% | Add +0.8% | 45,410 | $946K |
| Glaxis Capital Management, LLC | 1.63% | No change | 45,000 | $938K |
| Independent Wealth Network Inc. | 0.43% | Add +2.0% | 44,575 | $929K |
| MRP Capital Investments, LLC | 0.86% | Reduce -1.3% | 44,330 | $924K |
| TD Waterhouse Canada Inc. | 0.01% | Add +9.8% | 44,617 | $924K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 43,635 | $909K |
| FourThought Financial Partners, LLC | 0.12% | Add +353.9% | 43,616 | $909K |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +0.8% | 43,078 | $898K |
| Zuckerman Investment Group, LLC | 0.10% | No change | 43,000 | $896K |
| Port Capital LLC | 0.04% | No change | 43,000 | $896K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 42,973 | $896K |
| Farther Finance Advisors, LLC | 0.04% | Add +6.4% | 43,099 | $893K |
| BKM Wealth Management, LLC | 0.43% | Add +9.0% | 42,797 | $892K |
| Harbour Investments, Inc. | 0.03% | Add +0.1% | 42,048 | $876K |
| Plan Group Financial, LLC | 0.53% | Add +69.5% | 41,829 | $872K |
| BNP Paribas Financial Markets | 0.00% | Add +420.2% | 41,297 | $861K |
| Bank Ozk | 0.37% | Reduce -0.3% | 41,163 | $858K |
| Allianz Asset Management GmbH | 0.00% | New | 40,893 | $852K |
| St Germain D J Co. Inc. | 0.04% | No change | 40,500 | $844K |
| Capital Management Associates | 0.99% | Reduce -1.1% | 39,972 | $833K |
| Aberdeen Group plc | 0.00% | Reduce -3.2% | 39,865 | $831K |
| Glenview Trust Co | 0.02% | Add +5.3% | 39,637 | $826K |
| 1620 Investment Advisors, Inc. | 0.64% | Add +0.2% | 39,432 | $822K |
| AllSquare Wealth Management LLC | 0.49% | No change | 39,354 | $820K |
| IFG Advisory, LLC | 0.05% | Add +14.2% | 39,055 | $814K |
| Koshinski Asset Management, Inc. | 0.07% | Add +21.5% | 38,121 | $803K |
| Balboa Wealth Partners | 0.21% | Add +16.7% | 37,998 | $792K |
| Arete Wealth Advisors, LLC | 0.06% | Add +1.5% | 37,901 | $790K |
| Focus Partners Wealth | 0.00% | New | 37,779 | $787K |
| NewSquare Capital LLC | 0.07% | Add +9.1% | 37,608 | $784K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -3.4% | 37,271 | $777K |
| Western Wealth Management, LLC | 0.06% | Add +5.1% | 37,072 | $773K |
| Virtus Advisers, LLC | 0.38% | Add +23.2% | 37,059 | $772K |
| Hamilton Capital Partners Inc. | 0.08% | Reduce -18.3% | 36,500 | $761K |
| WESPAC Advisors, LLC | 0.59% | Reduce -41.2% | 35,971 | $750K |
| Sowell Financial Services LLC | 0.04% | Add +1.8% | 35,616 | $742K |
| Verity Asset Management, Inc. | 0.29% | Add +18.6% | 35,010 | $730K |
| Canal Capital Management, LLC | 0.12% | No change | 34,367 | $716K |
| Measured Wealth Private Client Group, LLC | 0.25% | Add +6.0% | 34,254 | $714K |
| All Season Financial Advisors, Inc. | 0.64% | Reduce -3.6% | 33,715 | $703K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 33,634 | $701K |
| Equitable Holdings, Inc. | 0.01% | Add +55.5% | 33,582 | $700K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.5% | 33,517 | $698K |
| Moors & Cabot, Inc. | 0.04% | Add +0.8% | 33,484 | $698K |
| Financial Counselors Inc. | 0.01% | No change | 32,921 | $686K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 32,700 | $681K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.6% | 32,691 | $681K |
| JBR Co Financial Management Inc | 0.48% | No change | 32,547 | $678K |
| Fortis Capital Advisors, LLC | 0.24% | Add +28.2% | 32,185 | $671K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +3.9% | 32,016 | $667K |
| Advisory Research Inc. | 0.13% | Reduce -1.3% | 31,943 | $666K |
| Formidable Asset Management, LLC | 0.11% | No change | 31,787 | $662K |
| Merriman Wealth Management, LLC | 0.03% | Add +3.8% | 31,607 | $659K |
| Commerce Bank | 0.00% | Reduce -4.4% | 31,441 | $655K |
| Brown Brothers Harriman & Co. | 0.00% | Add +324.6% | 31,179 | $650K |
| Quad-Cities Investment Group, LLC | 0.36% | Reduce -0.2% | 31,144 | $649K |
| Whitener Capital Management, Inc. | 0.20% | Add +5.6% | 31,127 | $649K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.4% | 30,923 | $643K |
| Samjo Management, LLC | 0.24% | Add +19.8% | 30,780 | $641K |
| Northern Trust Corp. | 0.00% | Reduce -48.6% | 30,688 | $640K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.2% | 30,525 | $636K |
| Prossimo Advisors, LLC | 0.57% | Add +36.0% | 30,355 | $633K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -2.7% | 30,359 | $633K |
| Wedmont Private Capital | 0.04% | Add +0.4% | 29,538 | $626K |
| J. Safra Sarasin Holding AG | 0.01% | — | 30,000 | $625K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +5.2% | 29,880 | $623K |
| McDonald Partners LLC | 0.17% | Reduce -2.6% | 29,605 | $617K |
| AA Financial Advisors, LLC | 0.22% | Add +91.8% | 29,446 | $614K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -14.2% | 29,302 | $611K |
| Meridian Investment Counsel Inc. | 0.19% | Add +17.0% | 28,850 | $601K |
| Hudson Capital Management LLC | 0.21% | No change | 28,568 | $595K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -5.7% | 28,565 | $595K |
| Pinion Investment Advisors, LLC | 0.30% | Add +1.5% | 28,497 | $594K |
| Scientech Research LLC | 0.12% | Add +128.2% | 28,381 | $591K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.3% | 28,066 | $585K |
| Monument Capital Management | 0.17% | Reduce -0.7% | 28,047 | $585K |
| Aua Capital Management, LLC | 0.35% | No change | 27,590 | $575K |
| Aurora Private Wealth, Inc. | 0.50% | Add +5.7% | 27,364 | $570K |
| TrueMark Investments, LLC | 0.19% | New | 27,342 | $570K |
| Left Brain Wealth Management, LLC | 0.26% | Add +110.3% | 26,925 | $561K |
| NorthRock Partners, LLC | 0.02% | No change | 26,742 | $557K |
| TFG Advisers LLC | 0.21% | New | 26,549 | $553K |
| Navis Wealth Advisors, LLC | 0.63% | No change | 26,462 | $551K |
| Platform Technology Partners | 0.19% | — | 26,402 | $550K |
| Sierra Capital LLC | 0.07% | No change | 26,256 | $547K |
| Lewis Asset Management, LLC | 0.41% | Add +3.3% | 25,630 | $534K |
| First Manhattan Co. Llc. | 0.00% | Add +2.8% | 25,363 | $529K |
| PFG Investments, LLC | 0.04% | Add +31.7% | 25,319 | $528K |
| Western Financial Corp | 0.32% | Add +4.7% | 25,244 | $526K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.2% | 25,171 | $525K |
| Trek Financial, LLC | 0.04% | Add +3.8% | 24,887 | $519K |
| D.B. Root & Company, LLC | 0.18% | Reduce -57.6% | 24,826 | $517K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.3% | 24,392 | $508K |
| FSA Advisors, Inc. | 0.53% | No change | 24,369 | $508K |
| Amitell Capital Pte Ltd | 0.44% | No change | 24,366 | $508K |
| IFP Advisors, Inc | 0.02% | Reduce -23.3% | 24,226 | $505K |
| DCM Advisors, LLC | 0.27% | Add +3.2% | 24,130 | $503K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 24,009 | $500K |
| Guggenheim Capital LLC | 0.00% | Add +5.0% | 23,973 | $500K |
| Private Trust Co. NA | 0.05% | Add +13.4% | 23,558 | $491K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -3.5% | 23,514 | $490K |
| Delta Financial Group, Inc. | 0.21% | Add +11.8% | 23,463 | $489K |
| Roman Butler Fullerton & Co. | 0.16% | Reduce -5.6% | 23,081 | $488K |
| OneDigital Investment Advisors LLC | 0.01% | Add +55.4% | 22,993 | $479K |
| Parcion Private Wealth LLC | 0.04% | Add +9.5% | 22,982 | $479K |
| Stiles Financial Services Inc | 0.18% | Add +3.4% | 22,479 | $468K |
| Hilltop Holdings Inc. | 0.05% | Add +0.0% | 22,335 | $465K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 22,331 | $465K |
| Bard Associates Inc. | 0.18% | No change | 22,255 | $464K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -27.6% | 22,250 | $464K |
| Aquatic Capital Management LLC | 0.02% | New | 22,000 | $458K |
| Park Avenue Securities LLC | 0.01% | Reduce -30.6% | 21,915 | $457K |
| M&R Capital Management Inc. | 0.11% | Reduce -1.1% | 21,704 | $452K |
| Bank of Montreal | 0.00% | Add +39.7% | 20,510 | $441K |
| Venture Visionary Partners LLC | 0.02% | Add +9.9% | 21,024 | $438K |
| Perennial Investment Advisors, LLC | 0.06% | Add +0.6% | 20,939 | $436K |
| Gradient Investments LLC | 0.01% | Add +1.7% | 20,887 | $435K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 20,785 | $433K |
| Csenge Advisory Group | 0.02% | Reduce -15.9% | 20,656 | $430K |
| Deutsche Bank AG | 0.00% | Reduce -10.2% | 20,600 | $429K |
| Keybank National Association | 0.00% | No change | 20,433 | $426K |
| XML Financial, LLC | 0.04% | Add +1.4% | 20,413 | $425K |
| Prostatis Group LLC | 0.15% | Add +2.3% | 20,402 | $425K |
| Heritage Trust Co | 0.06% | No change | 20,185 | $421K |
| Prospera Financial Services Inc | 0.01% | Add +7.2% | 20,166 | $420K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -92.4% | 20,044 | $418K |
| PARK CIRCLE Co | 0.41% | No change | 20,000 | $417K |
| TCTC Holdings, LLC | 0.01% | No change | 20,000 | $417K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1235.6% | 19,874 | $414K |
| Diversify Advisory Services, LLC | 0.02% | Add +21.2% | 19,658 | $414K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Add +0.0% | 19,852 | $414K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -48.5% | 19,802 | $413K |
| Future Financial Wealth Managment LLC | 0.36% | Reduce -4.8% | 19,800 | $413K |
| Tradition Wealth Management, LLC | 0.04% | Add +2.4% | 19,698 | $411K |
| Choreo, LLC | 0.01% | New | 19,596 | $406K |
| Redmond Asset Management, LLC | 0.13% | Add +0.3% | 19,445 | $405K |
| FLC Capital Advisors | 0.10% | Add +40.1% | 19,216 | $400K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 19,204 | $400K |
| Mandatum Life Insurance Co Ltd | 0.13% | Add +45.3% | 19,141 | $399K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 19,000 | $396K |
| Baron Financial Group, LLC | 0.25% | Add +3.0% | 18,907 | $394K |
| Trueblood Wealth Management, LLC | 0.22% | No change | 18,713 | $390K |
| Gsa Capital Partners LLP | 0.03% | New | 18,427 | $384K |
| Gentry Private Wealth, LLC | 0.34% | — | 18,380 | $383K |
| Optimum Investment Advisors | 0.17% | No change | 18,299 | $381K |
| Lindbrook Capital, LLC | 0.04% | Add +5.0% | 18,229 | $380K |
| Eight 31 Financial, LLC | 0.29% | Add +1.5% | 18,168 | $379K |
| Capital Management Associates, Inc | 0.23% | Reduce -55.9% | 18,002 | $375K |
| Hyman Charles D | 0.02% | Add +1.7% | 18,010 | $375K |
| JT Stratford LLC | 0.07% | Reduce -25.7% | 17,977 | $375K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +0.3% | 17,924 | $374K |
| PCG Wealth Advisors, LLC | 0.16% | Add +49.5% | 17,795 | $371K |
| Intrua Financial, LLC | 0.06% | Reduce -6.1% | 17,606 | $367K |
| Bridgewealth Advisory Group, LLC | 0.16% | Reduce -41.9% | 17,436 | $363K |
| Bell & Brown Wealth Advisors, LLC | 0.14% | New | 2,726 | $363K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.2% | 17,263 | $360K |
| LVW Advisors, LLC | 0.05% | Add +1.4% | 17,171 | $358K |
| DeepCurrents Investment Group LLC | 0.60% | No change | 17,007 | $354K |
| RFG Advisory, LLC | 0.01% | Reduce -35.2% | 16,902 | $352K |
| Adaptive Financial Consulting, LLC | 0.15% | No change | 16,830 | $351K |
| Certuity, LLC | 0.03% | Reduce -8.7% | 16,794 | $350K |
| Benjamin Edwards Inc. | 0.07% | Add +2.9% | 16,748 | $349K |
| Moody National Bank Trust Division | 0.03% | No change | 16,368 | $341K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -1.1% | 16,185 | $337K |
| Chapin Davis, Inc. | 0.11% | Reduce -30.1% | 16,047 | $334K |
| Webster Bank, N. A. | 0.04% | Reduce -30.4% | 16,032 | $334K |
| Marble Harbor Investment Counsel, LLC | 0.04% | New | 16,000 | $333K |
| Mission Wealth Management, LP | 0.01% | Add +49.6% | 15,938 | $332K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $332K |
| Garden State Investment Advisory Services LLC | 0.11% | No change | 15,885 | $331K |
| Two Sigma Securities, LLC | 0.02% | New | 15,868 | $331K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +2.7% | 15,781 | $329K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 15,638 | $326K |
| Fiduciary Group, LLC | 0.03% | Add +12.3% | 15,550 | $324K |
| Tyche Wealth Partners LLC | 0.08% | Add +6.9% | 15,454 | $322K |
| Beck Capital Management, LLC | 0.09% | Add +26.6% | 15,292 | $319K |
| Canton Hathaway, LLC | 0.09% | No change | 15,000 | $313K |
| Moneco Advisors, LLC | 0.05% | Add +1.0% | 15,016 | $313K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | No change | 15,000 | $313K |
| Firestone Capital Management | 0.08% | No change | 14,850 | $309K |
| Erste Asset Management GmbH | 0.00% | New | 15,000 | $309K |
| BIP Wealth, LLC | 0.03% | Add +5.3% | 14,672 | $306K |
| Vista Investment Management | 0.12% | Reduce -0.6% | 14,579 | $304K |
| CIC Wealth, LLC | 0.08% | Reduce -25.0% | 14,463 | $301K |
| Centaurus Financial, Inc. | 0.02% | Add +3.9% | 14,428 | $301K |
| Trust Co. of Vermont | 0.02% | Add +1.3% | 14,382 | $300K |
| Ethos Financial Group, LLC | 0.05% | Add +3.4% | 14,172 | $295K |
| Aire Advisors, LLC | 0.07% | New | 14,857 | $295K |
| Millennium Capital Advisors, LLC | 0.20% | No change | 14,135 | $295K |
| Highlander Partners, L.P. | 0.19% | Reduce -23.4% | 14,000 | $284K |
| IPG Investment Advisors LLC | 0.06% | Reduce -12.5% | 13,529 | $282K |
| Stonegate Investment Group, LLC | 0.01% | Add +12.9% | 13,497 | $281K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -2.5% | 13,392 | $279K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.1% | 13,318 | $278K |
| MAI Capital Management | 0.00% | Reduce -5.4% | 13,117 | $273K |
| Worth Asset Management, LLC | 0.16% | New | 13,025 | $271K |
| Seven Mile Advisory | 0.20% | No change | 13,000 | $271K |
| Segment Wealth Management, LLC | 0.02% | No change | 12,998 | $271K |
| Ipswich Investment Management Co., Inc. | 0.06% | Reduce -0.4% | 12,975 | $270K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,975 | $270K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +16.0% | 12,761 | $266K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -30.0% | 12,548 | $262K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -10.7% | 12,540 | $261K |
| Autumn Glory Partners, LLC | 0.13% | No change | 12,535 | $261K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.9% | 12,502 | $261K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.9% | 12,497 | $260K |
| Sage Mountain Advisors LLC | 0.02% | Add +22.2% | 12,484 | $260K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.9% | 12,410 | $259K |
| Composition Wealth, LLC | 0.01% | Add +2.8% | 12,366 | $258K |
| Investment Management Associates Inc. | 0.09% | No change | 12,250 | $255K |
| My Legacy Advisors, LLC | 0.08% | Reduce -13.0% | 12,248 | $255K |
| Camelot Portfolios, LLC | 0.14% | New | 12,189 | $254K |
| O'ROURKE & COMPANY, Inc | 0.14% | Add +0.5% | 12,134 | $253K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 12,082 | $252K |
| Cannell & Spears LLC | 0.01% | Reduce -8.4% | 12,050 | $251K |
| SVB Wealth LLC | 0.01% | Reduce -30.4% | 12,043 | $251K |
| Florida Trust Wealth Management Co | 0.01% | No change | 12,000 | $250K |
| Verus Capital Partners, LLC | 0.03% | New | 11,976 | $250K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 11,917 | $248K |
| Xcel Wealth Management, LLC | 0.08% | Add +3.5% | 11,900 | $248K |
| Heritage Wealth Advisors | 0.01% | Reduce -2.5% | 11,850 | $247K |
| Redmont Wealth Advisors LLC | 0.39% | Reduce -9.9% | 11,713 | $244K |
| Western Pacific Wealth Management, LP | 0.18% | Add +0.1% | 11,597 | $242K |
| Fulton Bank, N.A. | 0.01% | Reduce -2.2% | 11,483 | $239K |
| Elevatus Welath Management | 0.09% | No change | 11,425 | $238K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -48.9% | 11,404 | $238K |
| Anfield Capital Management, LLC | 0.11% | Reduce -90.7% | 11,299 | $235K |
| SG Americas Securities, LLC | 0.00% | Reduce -79.7% | 11,288 | $235K |
| Glenmede Trust Co. NA | 0.00% | No change | 11,168 | $233K |
| Oakwell Private Wealth Management, LLC | 0.07% | Reduce -0.3% | 11,100 | $231K |
| Trivium Point Advisory, LLC | 0.03% | New | 11,099 | $231K |
| Clare Market Investments LLC | 0.06% | New | 11,094 | $231K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +26.0% | 11,020 | $231K |
| NWF Advisory Services Inc. | 0.04% | Add +2.7% | 11,070 | $231K |
| Faithward Advisors, LLC | 0.04% | Reduce -18.9% | 11,062 | $231K |
| Forthright Family Wealth Advisory LLC | 0.15% | No change | 11,000 | $229K |
| Ascentis Independent Advisors | 0.05% | — | 10,914 | $227K |
| Virtue Capital Management, LLC | 0.04% | Reduce -4.1% | 10,885 | $227K |
| Secure Asset Management, LLC | 0.04% | New | 10,864 | $226K |
| ELCO Management Co., LLC | 0.13% | Reduce -10.0% | 10,800 | $225K |
| Accredited Investors Inc. | 0.01% | Reduce -56.6% | 10,755 | $224K |
| Core Wealth Partners LLC | 0.15% | No change | 10,678 | $223K |
| Signaturefd, LLC | 0.00% | Reduce -3.3% | 10,636 | $222K |
| Kovack Advisors, Inc. | 0.02% | Reduce -65.2% | 10,568 | $220K |
| Brighton Jones LLC | 0.01% | Add +2.5% | 10,532 | $219K |
| Allie Family Office LLC | 0.13% | No change | 10,500 | $219K |
| North Star Investment Management Corp. | 0.02% | Add +5.0% | 10,500 | $219K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 10,387 | $216K |
| KLCM Advisors, Inc. | 0.03% | No change | 10,370 | $216K |
| Clarus Wealth Advisors | 0.11% | Add +1.0% | 10,216 | $216K |
| Resonant Capital Advisors, LLC | 0.02% | New | 10,248 | $214K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,213 | $213K |
| Quantinno Capital Management LP | 0.00% | Add +5.8% | 10,208 | $213K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.2% | 10,170 | $212K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 10,079 | $210K |
| Madison Park Capital Advisors, LLC | 0.17% | No change | 10,000 | $208K |
| Stelac Advisory Services LLC | 0.09% | No change | 10,000 | $208K |
| Marex Group Ltd | 0.01% | New | 10,000 | $208K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -43.4% | 9,978 | $208K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 9,913 | $207K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 9,897 | $206K |
| Emergent Wealth Advisors, LLC | 0.17% | No change | 9,867 | $206K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 9,821 | $205K |
| KG Capital Management | 0.07% | Reduce -6.7% | 9,820 | $205K |
| GTS Securities LLC | 0.00% | Reduce -49.4% | 9,816 | $205K |
| Hexagon Capital Partners LLC | 0.04% | Add +4.5% | 9,773 | $204K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.3% | 9,326 | $194K |
| Fifth Third Bancorp | 0.00% | Reduce -0.9% | 9,127 | $190K |
| Allworth Financial LP | 0.00% | Reduce -13.3% | 9,182 | $190K |
| MCF Advisors LLC | 0.01% | Add +15.9% | 8,694 | $181K |
| Citigroup Inc. | 0.00% | Add +59.6% | 8,602 | $179K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -66.3% | 8,060 | $168K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,789 | $162K |
| West Oak Capital, LLC | 0.06% | Add +11.8% | 7,600 | $158K |
| Beacon Capital Management, LLC | 0.03% | Add +64.5% | 7,581 | $158K |
| CoreCap Advisors, LLC | 0.02% | Add +13.2% | 7,400 | $154K |
| HM Payson & Co. | 0.00% | Add +15.2% | 7,327 | $153K |
| Arlington Trust Co LLC | 0.03% | New | 6,750 | $141K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -0.1% | 6,443 | $134K |
| Orion Capital Management LLC | 0.07% | Reduce -31.9% | 6,410 | $134K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $128K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 6,047 | $126K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 6,000 | $125K |
| Hollencrest Capital Management | 0.01% | Add +4.4% | 5,936 | $124K |
| Principal Securities, Inc. | 0.00% | Add +2.9% | 5,931 | $124K |
| Key Financial Inc | 0.03% | New | 5,477 | $114K |
| ICA Group Wealth Management, LLC | 0.07% | Add +5.8% | 5,450 | $114K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.4% | 5,417 | $113K |
| SouthState Bank Corp | 0.01% | No change | 5,000 | $104K |
| Flputnam Investment Management Co. | 0.00% | New | 4,991 | $104K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.5% | 4,782 | $100K |
| GFS Advisors, LLC | 0.02% | New | 14,386 | $97K |
| Luken Investment Analytics, LLC | 0.05% | No change | 4,600 | $96K |
| Laffer Tengler Investments, Inc. | 0.02% | Add +1.4% | 4,555 | $95K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $90K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +0.6% | 4,275 | $89K |
| Avior Wealth Management, LLC | 0.00% | Reduce -27.1% | 4,109 | $86K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -6.6% | 3,641 | $76K |
| Chilton Capital Management LLC | 0.00% | Reduce -23.6% | 3,600 | $75K |
| Sandy Spring Bank | 0.00% | Add +4.2% | 3,480 | $73K |
| J.Safra Asset Management Corp | 0.01% | Add +192.8% | 3,411 | $71K |
| Security National Bank | 0.01% | No change | 3,272 | $68K |
| First Horizon Advisors, Inc. | 0.00% | Add +9.9% | 2,897 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $60K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,876 | $60K |
| AdvisorNet Financial, Inc | 0.01% | Add +43.8% | 2,630 | $55K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $53K |
| Bogart Wealth, LLC | 0.00% | Add +2.0% | 2,484 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $48K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 2,351 | $48K |
| Archer Investment Corp | 0.01% | Reduce -8.0% | 2,300 | $48K |
| Venturi Wealth Management, LLC | 0.00% | Add +29.7% | 2,182 | $45K |
| Chesapeake Asset Management LLC | 0.04% | No change | 2,139 | $45K |
| Ridgewood Investments LLC | 0.02% | New | 2,023 | $42K |
| FIL Ltd | 0.00% | No change | 2,009 | $42K |
| Tucker Asset Management LLC | 0.01% | Reduce -42.9% | 1,908 | $40K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,850 | $39K |
| Strategic Financial Concepts, LLC | 0.02% | New | 90,976 | $38K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,700 | $35K |
| nVerses Capital, LLC | 0.02% | Add +88.9% | 1,700 | $35K |
| USA Financial Formulas | 0.01% | New | 1,695 | $35K |
| Estabrook Capital Management | 0.01% | No change | 1,650 | $34K |
| Blue Trust, Inc. | 0.00% | No change | 1,601 | $33K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,553 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 1,500 | $31K |
| Valley National Advisers Inc. | 0.00% | Add +0.6% | 1,444 | $30K |
| Acadian Asset Management LLC | 0.00% | No change | 1,460 | $30K |
| Rogco, LP | 0.01% | No change | 1,388 | $29K |
| Assetmark, Inc. | 0.00% | Add +6.4% | 1,342 | $28K |
| Maryland Capital Advisors Inc. | 0.01% | New | 1,334 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 1,300 | $27K |
| AlphaMark Advisors, LLC | 0.01% | Add +4.7% | 1,227 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Add +4.7% | 1,264 | $26K |
| Asset Dedication, LLC | 0.00% | New | 1,242 | $26K |
| Nemes Rush Group LLC | 0.00% | No change | 1,237 | $26K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +62.7% | 1,233 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +4.7% | 1,175 | $24K |
| CGC Financial Services, LLC | 0.01% | No change | 1,161 | $24K |
| Payden & Rygel Investment Group | 0.00% | No change | 1,160 | $24K |
| Payden & Rygel | 0.00% | No change | 1,160 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.2% | 1,138 | $24K |
| Citizens National Bank Trust Department | 0.01% | New | 1,138 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,138 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -69.2% | 1,120 | $23K |
| Founders Capital Management | 0.01% | No change | 1,110 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +137.7% | 1,110 | $23K |
| Smithfield Trust Co | 0.00% | No change | 1,111 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $23K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,100 | $23K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.1% | 1,004 | $21K |
| Cypress Capital Management LLC (WY) | 0.02% | Reduce -20.0% | 1,000 | $21K |
| Investors Research Corp | 0.00% | No change | 1,000 | $21K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $21K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,000 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Reduce -2.4% | 976 | $20K |
| PSI Advisors, LLC | 0.01% | No change | 950 | $20K |
| Colonial Trust Co / SC | 0.00% | Reduce -13.3% | 930 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 922 | $19K |
| Huntington National Bank | 0.00% | No change | 908 | $19K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 900 | $19K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 897 | $19K |
| DT Investment Partners, LLC | 0.00% | Add +40.6% | 848 | $18K |
| Kessler Investment Group, LLC | 0.01% | No change | 837 | $17K |
| Richardson Financial Services Inc. | 0.01% | Reduce -21.2% | 835 | $17K |
| Grove Bank & Trust | 0.00% | Add +238.3% | 812 | $17K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 800 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 800 | $17K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 790 | $16K |
| Sachetta, LLC | 0.01% | Reduce -4.2% | 706 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +468.8% | 728 | $15K |
| Jones Financial Companies LLLP | 0.00% | Reduce -79.9% | 703 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 692 | $14K |
| Perkins Coie Trust Co | 0.00% | No change | 676 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -44.0% | 645 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -33.3% | 630 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 599 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 561 | $12K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 538 | $11K |
| WR Wealth Planners, LLC | 0.00% | Reduce -63.9% | 500 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.7% | 491 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 415 | $9K |
| Accordant Advisory Group Inc | 0.01% | No change | 400 | $8K |
| Creekmur Asset Management LLC | 0.00% | Reduce -67.6% | 307 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 305 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 270 | $6K |
| Evolution Advisers, Inc. | 0.00% | Add +2.0% | 304 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Quadrant Capital Group LLC | 0.00% | Add +2.7% | 268 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| Hilltop National Bank | 0.00% | No change | 210 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| City Holding Co. | 0.00% | No change | 175 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 170 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 158 | $3K |
| WFA of San Diego, LLC | 0.00% | — | 150 | $3K |
| Covestor Ltd | 0.00% | Add +7.1% | 135 | $3K |
| Financial Connections Group, Inc. | 0.00% | New | 180 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 143 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 138 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +2.3% | 136 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 131 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -47.0% | 125 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 119 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 117 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 117 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 100 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 85 | $2K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -92.0% | 70 | $1K |
| Point72 (DIFC) Ltd | 0.00% | New | 54 | $1K |
| Pacifica Partners Inc. | 0.00% | New | 50 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $813 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $625 |
| LRI Investments, LLC | 0.00% | Add +3.9% | 27 | $558 |
| Horizon Investments, LLC | 0.00% | No change | 23 | $479 |
| Triad Wealth Partners, LLC | 0.00% | New | 16 | $333 |
| Robinswood Financial LLC | 0.00% | New | 10 | $213 |
| Mather Group, Llc. | 0.00% | New | 10 | $213 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.