Ares Dynamic Credit AllARDC

13F holders, Q4 2025 (December 31)
71holders +6
14new positions
9sold out
$13.30avg. 13F price*

At the end of Q4 2025, 71 institutions reported holding Ares Dynamic Credit All (ARDC) in their 13F filings, up 6 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($22.1M), Morgan Stanley ($6.6M) and AdvisorNet Financial, Inc ($6.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$10.5M
Exits9$2.8M

All 13F filers, Q3 2025 → Q4 2025: 1,531,403 shares bought and 696,311 shares sold, net +835,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Wells Fargo & Company 0.00% Reduce -7.4% 1,660,475 $22.1M
Morgan Stanley 0.00% Add +2.2% 494,361 $6.6M
AdvisorNet Financial, Inc 0.34% Add +52.0% 485,021 $6.5M
Guggenheim Capital LLC 0.04% Add +20.3% 446,464 $5.9M
Foundations Investment Advisors, LLC 0.07% Add +16.0% 429,434 $5.7M
United Advisor Group, LLC 0.60% Reduce -0.5% 349,997 $4.7M
Invesco Ltd. 0.00% Add +4.3% 340,061 $4.5M
Advisors Asset Management, Inc. 0.08% Reduce -19.3% 339,579 $4.5M
Sit Investment Associates Inc. 0.08% New 298,905 $4.0M
Hennion & Walsh Asset Management, Inc. 0.12% Reduce -3.6% 255,119 $3.4M
Shaker Financial Services, LLC 1.03% New 244,497 $3.3M
NewEdge Wealth, LLC 0.04% Add +12.6% 243,984 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.0% 232,230 $3.1M
Huntleigh Advisors, Inc. 0.49% Add +0.8% 216,625 $2.9M
Capital Investment Advisors, LLC 0.04% Reduce -5.2% 190,577 $2.5M
Stifel Financial Corp. 0.00% Reduce -3.7% 182,201 $2.4M
Readystate Asset Management LP 0.17% Add +353.3% 169,592 $2.3M
Bank of America Corp. 0.00% Reduce -28.4% 132,189 $1.8M
Balyasny Asset Management L.P. 0.00% Add +722.8% 109,817 $1.5M
Logan Stone Capital, LLC 0.36% New 108,646 $1.4M
Farther Finance Advisors, LLC 0.02% Reduce -1.6% 105,495 $1.4M
Wolverine Asset Management LLC 0.08% Add +720.3% 101,914 $1.4M
Curated Wealth Partners LLC 0.13% Add +2.6% 87,908 $1.2M
Raymond James Financial Inc. 0.00% Add +36.1% 68,756 $914K
&partners 0.00% Add +0.3% 67,608 $899K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -7.5% 64,281 $855K
UBS Group AG 0.00% Add +21.3% 53,832 $716K
Royal Bank of Canada 0.00% Add +19.3% 52,242 $695K
Osaic Holdings, Inc. 0.00% Reduce -10.5% 51,028 $679K
Jane Street Group, LLC 0.00% Add +64.8% 45,951 $611K
Landscape Capital Management, L.L.C. 0.04% Reduce -39.4% 45,482 $605K
LPL Financial LLC 0.00% Add +6.0% 40,739 $542K
Strategic Wealth Partners, Ltd. 0.04% New 40,000 $532K
Virtus Investment Advisers, LLC 0.14% Reduce -23.1% 38,898 $517K
NWF Advisory Services Inc. 0.05% Reduce -9.4% 30,950 $412K
XTX Topco Ltd 0.01% New 26,949 $358K
Cetera Investment Advisers 0.00% Reduce -10.9% 25,660 $341K
Closed-End Fund Advisors, Inc. 0.19% — 24,811 $330K
Marex Group Ltd 0.00% New 22,901 $305K
NewEdge Advisors, LLC 0.00% Reduce -3.4% 19,639 $261K
Secure Asset Management, LLC 0.04% Reduce -86.5% 19,050 $253K
World Investment Advisors 0.00% New 18,898 $251K
E&G Advisors, LLC 0.05% Reduce -5.1% 15,796 $210K
Williams Jones Wealth Management, LLC. 0.00% No change 15,435 $205K
Composition Wealth, LLC 0.00% No change 15,000 $200K
Waverly Advisors, LLC 0.00% Add +0.9% 12,880 $171K
Anfield Capital Management, LLC 0.05% Add +54.8% 12,609 $168K
Susquehanna International Group, LLP 0.00% New 10,955 $146K
Founders Financial Alliance, LLC 0.03% New 10,541 $140K
Neuberger Berman Group LLC 0.00% No change 10,000 $133K
Camelot Portfolios, LLC 0.07% New 8,400 $112K
Federation des caisses Desjardins du Quebec 0.00% No change 7,600 $101K
GoalVest Advisory LLC 0.02% No change 7,000 $93K
Spire Wealth Management 0.00% No change 6,500 $86K
CoreCap Advisors, LLC 0.00% Reduce -9.8% 4,074 $54K
Cedar Wealth Management, LLC 0.02% Reduce -80.8% 4,026 $54K
EverSource Wealth Advisors, LLC 0.00% Add +60.0% 2,552 $34K
Webster Bank, N. A. 0.00% No change 2,531 $34K
Northwestern Mutual Wealth Management Co. 0.00% Add +6060.6% 2,033 $27K
Rockefeller Capital Management L.P. 0.00% No change 1,800 $24K
Turim 21 Investimentos Ltda. 0.01% Reduce -5.1% 1,332 $18K
BNP Paribas Financial Markets 0.00% Reduce -3.3% 842 $11K
Triumph Capital Management 0.00% New 800 $11K
Noble Wealth Management PBC 0.00% New 500 $7K
Cwm, LLC 0.00% Add +2.4% 422 $6K
Harbour Investments, Inc. 0.00% New 311 $4K
Boyd Watterson Asset Management LLC 0.00% No change 275 $4K
Jones Financial Companies LLLP 0.00% New 268 $4K
Highline Wealth Partners LLC 0.00% No change 250 $3K
MAI Capital Management 0.00% Reduce -90.0% 57 $754
Assetmark, Inc. 0.00% No change 7 $93

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