Ares Dynamic Credit AllARDC

13F holders, Q3 2025 (September 30)
65holders +6
13new positions
7sold out
$14.07avg. 13F price*

At the end of Q3 2025, 65 institutions reported holding Ares Dynamic Credit All (ARDC) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($25.2M), Morgan Stanley ($6.8M) and Advisors Asset Management, Inc. ($5.9M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$2.1M
Exits7$5.0M

All 13F filers, Q2 2025 → Q3 2025: 879,864 shares bought and 795,850 shares sold, net +84,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Wells Fargo & Company 0.01% Add +6.3% 1,792,521 $25.2M
Morgan Stanley 0.00% Add +10.1% 483,519 $6.8M
Advisors Asset Management, Inc. 0.10% Add +12.4% 420,778 $5.9M
Guggenheim Capital LLC 0.04% Reduce -3.2% 371,118 $5.2M
Foundations Investment Advisors, LLC 0.08% Add +5.0% 370,332 $5.2M
United Advisor Group, LLC 0.67% Add +4.6% 351,855 $5.0M
Invesco Ltd. 0.00% Add +9.5% 326,194 $4.6M
AdvisorNet Financial, Inc 0.25% Add +35.7% 319,133 $4.5M
Hennion & Walsh Asset Management, Inc. 0.13% Add +10.7% 264,787 $3.7M
Janney Montgomery Scott LLC 0.01% Add +809.4% 234,501 $3.3M
Huntleigh Advisors, Inc. 0.52% Add +6.9% 214,792 $3.0M
NewEdge Wealth, LLC 0.04% Add +63.2% 216,714 $3.0M
Capital Investment Advisors, LLC 0.05% Reduce -1.2% 201,101 $2.8M
Stifel Financial Corp. 0.00% Reduce -37.6% 189,230 $2.7M
Bank of America Corp. 0.00% Reduce -25.6% 184,597 $2.6M
Secure Asset Management, LLC 0.33% Reduce -20.5% 141,017 $2.0M
Farther Finance Advisors, LLC 0.02% Reduce -21.8% 107,227 $1.5M
Curated Wealth Partners LLC 0.15% No change 85,639 $1.2M
Landscape Capital Management, L.L.C. 0.07% Reduce -38.3% 75,052 $1.1M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.3% 69,503 $978K
&partners 0.01% Add +88.3% 67,380 $948K
Osaic Holdings, Inc. 0.00% Reduce -6.8% 56,994 $824K
Virtu Financial LLC 0.04% New 55,893 $786K
Polar Asset Management Partners Inc. 0.02% Add +2.5% 54,731 $770K
Virtus Investment Advisers, LLC 0.20% Reduce -1.4% 50,547 $711K
Raymond James Financial Inc. 0.00% Add +5.8% 50,535 $711K
UBS Group AG 0.00% Reduce -4.2% 44,365 $624K
Royal Bank of Canada 0.00% Add +7.3% 43,795 $616K
LPL Financial LLC 0.00% Add +12.5% 38,445 $541K
Readystate Asset Management LP 0.05% Reduce -58.6% 37,414 $526K
NWF Advisory Services Inc. 0.05% Reduce -13.0% 34,150 $480K
NFSG Corp 0.06% Reduce -5.0% 29,013 $408K
Cetera Investment Advisers 0.00% Add +61.2% 28,794 $405K
Oppenheimer & Co. Inc. 0.00% New 28,515 $401K
Jane Street Group, LLC 0.00% New 27,874 $392K
Cedar Wealth Management, LLC 0.09% Add +3.8% 20,927 $294K
NewEdge Advisors, LLC 0.00% Add +3.0% 20,339 $286K
E&G Advisors, LLC 0.05% Reduce -0.6% 16,646 $234K
Williams Jones Wealth Management, LLC. 0.00% No change 15,435 $217K
Composition Wealth, LLC 0.00% Reduce -57.1% 15,000 $211K
QTR Family Wealth, LLC 0.10% New 14,500 $204K
Balyasny Asset Management L.P. 0.00% New 13,347 $188K
Waverly Advisors, LLC 0.00% Add +0.8% 12,766 $180K
Wolverine Asset Management LLC 0.01% Reduce -81.5% 12,424 $175K
HRT Financial LP 0.00% Add +13.5% 11,813 $166K
Neuberger Berman Group LLC 0.00% No change 10,000 $141K
Anfield Capital Management, LLC 0.03% No change 8,147 $115K
Federation des caisses Desjardins du Quebec 0.00% No change 7,600 $107K
GoalVest Advisory LLC 0.02% No change 7,000 $98K
Spire Wealth Management 0.00% No change 6,500 $91K
CoreCap Advisors, LLC 0.00% Add +33.6% 4,517 $64K
Webster Bank, N. A. 0.00% No change 2,531 $36K
Rockefeller Capital Management L.P. 0.00% New 1,800 $25K
EverSource Wealth Advisors, LLC 0.00% Add +50.9% 1,595 $22K
Turim 21 Investimentos Ltda. 0.01% New 1,403 $20K
Future Financial Wealth Managment LLC 0.01% No change 1,300 $18K
Bangor Savings Bank 0.00% New 1,211 $17K
BNP Paribas Financial Markets 0.00% New 871 $12K
MAI Capital Management 0.00% No change 572 $8K
Cwm, LLC 0.00% New 412 $6K
Turning Point Benefit Group, Inc. 0.00% New 383 $5K
Boyd Watterson Asset Management LLC 0.00% No change 275 $4K
Highline Wealth Partners LLC 0.00% New 250 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 33 $464
Assetmark, Inc. 0.00% No change 7 $98

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