Ares Dynamic Credit AllARDC

13F holders, Q4 2024 (December 31)
49holders −1
4new positions
5sold out
$15.11avg. 13F price*

At the end of Q4 2024, 49 institutions reported holding Ares Dynamic Credit All (ARDC) in their 13F filings, down 1 from Q3 2024. 4 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($25.2M), Guggenheim Capital LLC ($7.8M) and Advisors Asset Management, Inc. ($6.2M).

Company
Ares Dynamic Credit All
CUSIP
04014F102
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 47Q1 2024Q2 2024: 49Q2 2024Q3 2024: 50Q3 2024Q4 2024: 49Q4 2024Q1 2025: 53Q1 2025Q2 2025: 59Q2 2025Q3 2025: 65Q3 2025Q4 2025: 71Q4 2025Q1 2026: 66Q1 2026Q2 2026: 63Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$355K
Exits5$2.0M

All 13F filers, Q3 2024 → Q4 2024: 423,588 shares bought and 328,277 shares sold, net +95,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Wells Fargo & Company 0.01% Add +5.8% 1,664,519 $25.2M
Guggenheim Capital LLC 0.06% Add +0.7% 514,583 $7.8M
Advisors Asset Management, Inc. 0.11% Add +2.9% 409,946 $6.2M
Foundations Investment Advisors, LLC 0.12% Add +23.2% 394,525 $6.0M
Morgan Stanley 0.00% Reduce -5.3% 389,432 $5.9M
Cohen & Steers, Inc. 0.01% Reduce -26.9% 336,693 $5.1M
United Advisor Group, LLC 0.96% Add +3.7% 321,483 $4.9M
Invesco Ltd. 0.00% Add +5.4% 287,872 $4.3M
Stifel Financial Corp. 0.00% Add +26.6% 257,516 $3.9M
Bank of America Corp. 0.00% Add +15.9% 235,732 $3.6M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -8.7% 221,751 $3.4M
Capital Investment Advisors, LLC 0.07% Reduce -8.2% 217,998 $3.3M
Huntleigh Advisors, Inc. 0.63% — 194,483 $2.9M
Secure Asset Management, LLC 0.43% Add +46.6% 187,935 $2.8M
Farther Finance Advisors, LLC 0.07% Reduce -1.1% 118,904 $1.8M
NewEdge Wealth, LLC 0.03% Add +19.5% 106,308 $1.6M
Curated Wealth Partners LLC 0.15% No change 86,324 $1.3M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.3% 74,518 $1.1M
Raymond James Financial Inc. 0.00% — 70,522 $1.1M
UBS Group AG 0.00% Reduce -7.5% 57,623 $871K
Royal Bank of Canada 0.00% Add +2.9% 49,076 $742K
Virtus Advisers, LLC 0.29% Add +16.8% 47,060 $711K
Osaic Holdings, Inc. 0.00% Reduce -9.9% 38,100 $576K
Composition Wealth, LLC 0.01% No change 35,000 $529K
LPL Financial LLC 0.00% Add +19.1% 23,441 $354K
Tyche Wealth Partners LLC 0.07% No change 23,109 $349K
NewEdge Advisors, LLC 0.00% Reduce -4.7% 22,139 $335K
Janney Montgomery Scott LLC 0.00% Add +98.3% 21,367 $323K
Cornerstone Advisors, LLC 0.01% No change 17,100 $258K
E&G Advisors, LLC 0.07% No change 16,746 $253K
Cetera Investment Advisers 0.00% Add +21.7% 16,733 $253K
Williams Jones Wealth Management, LLC. 0.00% No change 15,435 $233K
Worth Asset Management, LLC 0.12% Add +32.7% 14,942 $226K
Waverly Advisors, LLC 0.00% New 12,454 $188K
Axim Planning & Wealth 0.16% New 10,221 $154K
B. Riley Wealth Advisors, Inc. 0.01% No change 10,072 $152K
Neuberger Berman Group LLC 0.00% No change 10,000 $151K
Spire Wealth Management 0.00% No change 6,500 $98K
Anfield Capital Management, LLC 0.03% No change 5,725 $87K
CoreCap Advisors, LLC 0.00% Add +25.0% 3,749 $57K
Webster Bank, N. A. 0.00% No change 2,531 $38K
Future Financial Wealth Managment LLC 0.01% No change 1,300 $20K
MAI Capital Management 0.00% New 572 $9K
Kiely Wealth Advisory Group, Inc. 0.01% Add +2.3% 543 $8K
PNC Financial Services Group, Inc. 0.00% No change 309 $5K
Boyd Watterson Asset Management LLC 0.00% No change 275 $4K
Elequin Capital, LP 0.00% New 275 $4K
WPG Advisers, LLC 0.00% — 211 $3K
Assetmark, Inc. 0.00% No change 7 $106

"% of holder's portfolio" is ARDC's weight in each manager's 13F, not the share of Ares Dynamic Credit All the manager owns.