Ares Dynamic Credit AllARDC

13F holders, Q1 2025 (March 31)
53holders +4
12new positions
7sold out
$14.11avg. 13F price*

At the end of Q1 2025, 53 institutions reported holding Ares Dynamic Credit All (ARDC) in their 13F filings, up 4 from Q4 2024. 12 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($24.0M), Guggenheim Capital LLC ($6.1M) and Advisors Asset Management, Inc. ($5.7M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$8.8M
Exits7$1.7M

All 13F filers, Q4 2024 → Q1 2025: 818,674 shares bought and 402,877 shares sold, net +415,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Wells Fargo & Company 0.01% Add +2.2% 1,701,821 $24.0M
Guggenheim Capital LLC 0.06% Reduce -15.5% 434,722 $6.1M
Advisors Asset Management, Inc. 0.11% Reduce -0.9% 406,418 $5.7M
Morgan Stanley 0.00% Add +4.0% 404,913 $5.7M
Foundations Investment Advisors, LLC 0.11% Add +3.6% 408,667 $5.7M
United Advisor Group, LLC 0.96% Add +2.9% 330,844 $4.7M
Stifel Financial Corp. 0.00% Add +11.8% 287,866 $4.1M
Invesco Ltd. 0.00% Reduce -4.7% 274,317 $3.9M
Bank of America Corp. 0.00% Add +7.2% 252,708 $3.6M
Capital Investment Advisors, LLC 0.06% Reduce -4.5% 208,174 $2.9M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -7.6% 204,909 $2.9M
Huntleigh Advisors, Inc. 0.47% Add +2.6% 199,613 $2.8M
Secure Asset Management, LLC 0.55% Add +3.3% 194,093 $2.7M
Cohen & Steers, Inc. 0.00% Reduce -46.5% 180,212 $2.5M
AdvisorNet Financial, Inc 0.18% New 169,280 $2.4M
Landscape Capital Management, L.L.C. 0.19% New 153,322 $2.2M
Farther Finance Advisors, LLC 0.04% Add +4.8% 124,634 $1.8M
NewEdge Wealth, LLC 0.03% Add +14.2% 121,408 $1.7M
Curated Wealth Partners LLC 0.16% Reduce -0.8% 85,639 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -2.2% 72,882 $1.0M
Readystate Asset Management LP 0.09% New 72,422 $1.0M
Raymond James Financial Inc. 0.00% Reduce -1.1% 69,757 $985K
Virtus Investment Advisers, LLC 0.23% New 58,573 $827K
UBS Group AG 0.00% Reduce -5.7% 54,346 $767K
Shaker Financial Services, LLC 0.29% New 53,298 $753K
Osaic Holdings, Inc. 0.00% Add +35.8% 51,728 $730K
Royal Bank of Canada 0.00% Reduce -3.4% 47,405 $669K
NWF Advisory Services Inc. 0.08% New 39,250 $554K
Composition Wealth, LLC 0.01% No change 35,000 $494K
LPL Financial LLC 0.00% Add +44.1% 33,787 $477K
Cedar Wealth Management, LLC 0.13% New 25,127 $355K
Cetera Investment Advisers 0.00% Add +37.0% 22,921 $324K
Janney Montgomery Scott LLC 0.00% Add +6.5% 22,767 $321K
NewEdge Advisors, LLC 0.00% Reduce -8.1% 20,339 $287K
Wolverine Asset Management LLC 0.02% New 19,337 $273K
E&G Advisors, LLC 0.07% No change 16,746 $236K
Williams Jones Wealth Management, LLC. 0.00% No change 15,435 $218K
Susquehanna International Group, LLP 0.00% New 13,710 $194K
Waverly Advisors, LLC 0.00% Add +0.8% 12,554 $177K
B. Riley Wealth Advisors, Inc. 0.01% Add +24.4% 12,530 $177K
Northern Trust Corp. 0.00% New 10,500 $148K
Neuberger Berman Group LLC 0.00% No change 10,000 $141K
Anfield Capital Management, LLC 0.04% Add +35.8% 7,772 $110K
Federation des caisses Desjardins du Quebec 0.00% New 7,600 $107K
Spire Wealth Management 0.00% No change 6,500 $92K
CoreCap Advisors, LLC 0.00% Add +16.2% 4,356 $62K
Elequin Capital, LP 0.01% Add +1130.5% 3,384 $48K
Webster Bank, N. A. 0.00% No change 2,531 $36K
Future Financial Wealth Managment LLC 0.01% No change 1,300 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 642 $9K
MAI Capital Management 0.00% No change 572 $8K
Boyd Watterson Asset Management LLC 0.00% No change 275 $4K
Assetmark, Inc. 0.00% No change 7 $99

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