Ares Dynamic Credit AllARDC

13F holders, Q2 2025 (June 30)
59holders +6
9new positions
3sold out
$14.25avg. 13F price*

At the end of Q2 2025, 59 institutions reported holding Ares Dynamic Credit All (ARDC) in their 13F filings, up 6 from Q1 2025. 9 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($24.0M), Morgan Stanley ($6.2M) and Guggenheim Capital LLC ($5.5M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$2.8M
Exits3$519K

All 13F filers, Q1 2025 → Q2 2025: 533,041 shares bought and 308,309 shares sold, net +224,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 59 holders

Wells Fargo & Company 0.01% Reduce -0.9% 1,685,931 $24.0M
Morgan Stanley 0.00% Add +8.5% 439,362 $6.2M
Guggenheim Capital LLC 0.04% Reduce -11.8% 383,564 $5.5M
Advisors Asset Management, Inc. 0.10% Reduce -7.9% 374,456 $5.3M
Foundations Investment Advisors, LLC 0.08% Reduce -13.7% 352,598 $5.0M
United Advisor Group, LLC 0.83% Add +1.6% 336,279 $4.8M
Stifel Financial Corp. 0.00% Add +5.3% 303,274 $4.3M
Invesco Ltd. 0.00% Add +8.6% 297,857 $4.2M
Bank of America Corp. 0.00% Reduce -1.9% 247,969 $3.5M
Hennion & Walsh Asset Management, Inc. 0.14% Add +16.7% 239,104 $3.4M
AdvisorNet Financial, Inc 0.22% Add +38.9% 235,120 $3.3M
Capital Investment Advisors, LLC 0.05% Reduce -2.2% 203,521 $3.1M
Huntleigh Advisors, Inc. 0.55% Add +0.6% 200,898 $2.9M
Cohen & Steers, Inc. 0.00% No change 180,212 $2.6M
Secure Asset Management, LLC 0.47% Reduce -8.6% 177,373 $2.5M
Farther Finance Advisors, LLC 0.04% Add +10.1% 137,190 $2.0M
NewEdge Wealth, LLC 0.03% Add +9.4% 132,825 $1.9M
Landscape Capital Management, L.L.C. 0.14% Reduce -20.6% 121,683 $1.7M
Shaker Financial Services, LLC 0.55% Add +100.4% 106,790 $1.5M
Readystate Asset Management LP 0.10% Add +24.8% 90,357 $1.3M
Curated Wealth Partners LLC 0.14% No change 85,639 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -4.4% 69,700 $991K
Wolverine Asset Management LLC 0.07% Add +247.3% 67,150 $955K
Osaic Holdings, Inc. 0.00% Add +18.2% 61,122 $869K
Polar Asset Management Partners Inc. 0.03% New 53,370 $759K
Virtus Investment Advisers, LLC 0.25% Reduce -12.5% 51,260 $729K
Raymond James Financial Inc. 0.00% Reduce -31.5% 47,754 $679K
UBS Group AG 0.00% Reduce -14.8% 46,291 $658K
Sit Investment Associates Inc. 0.01% New 43,687 $621K
Royal Bank of Canada 0.00% Reduce -13.9% 40,817 $580K
NWF Advisory Services Inc. 0.07% No change 39,250 $558K
&partners 0.00% New 35,792 $509K
Composition Wealth, LLC 0.01% No change 35,000 $498K
LPL Financial LLC 0.00% Add +1.1% 34,173 $486K
NFSG Corp 0.07% New 30,544 $434K
Janney Montgomery Scott LLC 0.00% Add +13.3% 25,786 $367K
Cedar Wealth Management, LLC 0.10% Reduce -19.7% 20,166 $287K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 19,739 $281K
Cetera Investment Advisers 0.00% Reduce -22.1% 17,859 $254K
E&G Advisors, LLC 0.06% No change 16,746 $238K
Williams Jones Wealth Management, LLC. 0.00% No change 15,435 $219K
Waverly Advisors, LLC 0.00% Add +0.8% 12,660 $180K
Axim Planning & Wealth 0.15% New 11,755 $167K
HRT Financial LP 0.00% New 10,407 $147K
Neuberger Berman Group LLC 0.00% No change 10,000 $142K
Anfield Capital Management, LLC 0.04% Add +4.8% 8,147 $116K
Federation des caisses Desjardins du Quebec 0.00% No change 7,600 $108K
GoalVest Advisory LLC 0.02% New 7,000 $100K
Spire Wealth Management 0.00% No change 6,500 $92K
Elequin Capital, LP 0.03% Add +64.5% 5,568 $79K
CoreCap Advisors, LLC 0.00% Reduce -22.4% 3,381 $48K
Webster Bank, N. A. 0.00% No change 2,531 $36K
Future Financial Wealth Managment LLC 0.01% No change 1,300 $18K
EverSource Wealth Advisors, LLC 0.00% New 1,057 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 642 $9K
Arax Advisory Partners 0.00% New 600 $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 $100

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