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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

Ares Dynamic Credit Allocation Fund logo
$12.36 +0.08 (+0.65%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ares Dynamic Credit Allocation Fund (NYSE:ARDC)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$30.06M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$12.01M
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ARDC Institutional Buying and Selling by Quarter

Ares Dynamic Credit Allocation Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 NWF Advisory Services Inc.20,050$253K0.0%-13.4%0.000%
8/20/2026 Susquehanna International Group LLP11,059$140K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE80,409$1.02M0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC249,723$3.15M0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.219,107$2.77M0.1%-11.9%0.000%
5/19/2026 Bank of America Corp DE81,125$986K0.0%-38.6%0.000%
5/18/2026 Readystate Asset Management LP146,460$1.78M0.1%-13.6%0.000%
5/18/2026 Royal Bank of Canada49,332$600K0.0%-5.6%0.000%
5/15/2026 Waverly Advisors LLC17,058$207K0.0%+32.4%0.000%
5/13/2026 Cetera Investment Advisers20,812$253K0.0%-18.9%0.000%
5/13/2026 Icon Advisers Inc. Co.97,237$1.18M0.3%N/A0.000%
5/13/2026 NewEdge Wealth LLC257,244$3.13M0.0%+5.4%0.000%
5/4/2026 NWF Advisory Services Inc.23,150$282K0.0%-25.2%0.000%
4/27/2026 World Investment Advisors17,668$215K0.0%-6.5%0.000%
4/22/2026 Janney Montgomery Scott LLC223,790$2.72M0.0%-3.6%0.000%
4/17/2026 AdvisorNet Financial Inc502,990$6.12M0.3%+3.7%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV60,732$739K0.0%-5.5%0.000%
3/13/2026 World Investment Advisors18,898$251K0.0%N/A0.000%
3/3/2026 NWF Advisory Services Inc.30,950$412K0.0%-9.4%0.000%
2/25/2026 Sit Investment Associates Inc.298,905$3.98M0.1%N/A0.000%
2/19/2026 Invesco Ltd.340,061$4.52M0.0%+4.3%0.000%
2/18/2026 XTX Topco Ltd26,949$358K0.0%N/A0.000%
2/18/2026 Virtus Investment Advisers LLC38,898$517K0.1%-23.0%0.000%
2/18/2026 Readystate Asset Management LP169,592$2.26M0.1%+353.3%0.000%
2/18/2026 Balyasny Asset Management L.P.109,817$1.46M0.0%+722.8%0.000%
2/17/2026 Guggenheim Capital LLC446,464$5.94M0.0%+20.3%0.000%
2/17/2026 Cetera Investment Advisers25,660$341K0.0%-10.9%0.000%
2/17/2026 Osaic Holdings Inc.51,028$679K0.0%-10.5%0.000%
2/17/2026 Royal Bank of Canada52,242$695K0.0%+19.3%0.000%
2/16/2026 Landscape Capital Management L.L.C.45,482$605K0.0%-39.4%0.000%
2/13/2026 Stifel Financial Corp182,201$2.42M0.0%-3.7%0.000%
2/13/2026 Wells Fargo & Company MN1,660,475$22.08M0.0%-7.4%0.000%
2/12/2026 Advisors Asset Management Inc.339,579$4.52M0.1%-19.3%0.000%
2/12/2026 Jane Street Group LLC45,951$611K0.0%+64.9%0.000%
2/12/2026 Marex Group plc22,901$305K0.0%N/A0.000%
2/12/2026 Founders Financial Alliance LLC10,541$140K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC232,230$3.09M0.0%-1.0%0.000%
2/11/2026 LPL Financial LLC40,739$542K0.0%+6.0%0.000%
2/11/2026 Closed End Fund Advisors Inc.24,811$330K0.2%N/A0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.2,033$27K0.0%+6,060.6%0.000%
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2/10/2026 Foundations Investment Advisors LLC429,434$5.71M0.1%+16.0%0.000%
2/6/2026 EverSource Wealth Advisors LLC2,552$34K0.0%+60.0%0.000%
2/6/2026 Cedar Wealth Management LLC4,026$54K0.0%-80.8%0.000%
2/4/2026 World Investment Advisors18,898$251K0.0%N/A0.000%
2/3/2026 NewEdge Wealth LLC243,984$3.25M0.0%+12.6%0.000%
2/3/2026Anfield Capital Management LLC12,609$168K0.1%+54.8%0.000%
2/2/2026 Wolverine Asset Management LLC101,914$1.36M0.0%+720.3%0.000%
1/29/2026 Camelot Portfolios LLC8,400$112K0.1%N/A0.000%
1/29/2026 Huntleigh Advisors Inc.216,625$2.88M0.5%+0.9%0.000%
1/26/2026 Shaker Financial Services LLC244,497$3.25M1.0%N/A0.000%
1/26/2026 Nations Financial Group Inc. IA ADV64,281$855K0.0%-7.5%0.000%
1/26/2026 United Advisor Group LLC349,997$4.66M0.6%-0.5%0.000%
1/23/2026 Farther Finance Advisors LLC105,495$1.40M0.0%-1.6%0.000%
1/23/2026 E&G Advisors LP15,796$210K0.0%-5.1%0.000%
1/20/2026 Secure Asset Management LLC19,050$253K0.0%-86.5%0.000%
1/20/2026 AdvisorNet Financial Inc485,021$6.45M0.3%+52.0%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.255,119$3.39M0.1%-3.7%0.000%
1/13/2026 Capital Investment Advisors LLC190,577$2.54M0.0%-5.2%0.000%
1/12/2026 Curated Wealth Partners LLC87,908$1.17M0.1%+2.6%0.000%
12/1/2025 Polar Asset Management Partners Inc.54,731$770K0.0%+2.6%0.000%
11/17/2025 Bank of America Corp DE184,597$2.60M0.0%-25.6%0.000%
11/14/2025 Polar Asset Management Partners Inc.54,731$770K0.0%+2.6%0.000%
11/14/2025 Raymond James Financial Inc.50,535$711K0.0%+5.8%0.000%
11/14/2025 Virtu Financial LLC55,893$786K0.0%N/A0.000%
11/14/2025 Newbridge Financial Services Group Inc.29,013$408K0.1%-5.0%0.000%
11/13/2025 Landscape Capital Management L.L.C.75,052$1.06M0.1%-38.3%0.000%
11/13/2025 Invesco Ltd.326,194$4.59M0.0%+9.5%0.000%
11/13/2025 UBS Group AG44,365$624K0.0%-4.2%0.000%
11/13/2025 Cedar Wealth Management LLC20,927$294K0.1%+3.8%0.000%
11/7/2025 NewEdge Wealth LLC216,714$3.02M0.0%+63.2%0.000%
11/7/2025 Readystate Asset Management LP37,414$526K0.0%-58.6%0.000%
11/6/2025 Advisors Asset Management Inc.420,778$5.92M0.1%+12.4%0.000%
11/6/2025 Oppenheimer & Co. Inc.28,515$401K0.0%N/A0.000%
11/3/2025 Foundations Investment Advisors LLC370,332$5.21M0.1%+5.0%0.000%
10/31/2025 NWF Advisory Services Inc.34,150$480K0.1%-13.0%0.000%
10/30/2025 Huntleigh Advisors Inc.214,792$3.02M0.5%+6.9%0.000%
10/29/2025 QTR Family Wealth LLC14,500$204K0.1%N/A0.000%
10/28/2025 Wolverine Asset Management LLC12,424$175K0.0%-81.5%0.000%
10/23/2025 Capital Investment Advisors LLC201,101$2.83M0.0%-1.2%0.000%
10/22/2025 CoreCap Advisors LLC4,517$64K0.0%+33.6%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.264,787$3.73M0.1%+10.7%0.000%
10/20/2025 Miracle Mile Advisors LLC15,000$211K0.0%-57.1%0.000%
10/14/2025 Farther Finance Advisors LLC107,227$1.51M0.0%-21.8%0.000%
10/9/2025 Secure Asset Management LLC141,017$1.98M0.3%-20.5%0.000%
10/9/2025 AdvisorNet Financial Inc319,133$4.49M0.3%+35.7%0.000%
9/4/2025 Osaic Holdings Inc.61,122$869K0.0%+18.2%0.000%
8/19/2025 Newbridge Financial Services Group Inc.30,544$434K0.1%N/A0.000%
8/15/2025 Bank of America Corp DE247,969$3.53M0.0%-1.9%0.000%
8/14/2025 Raymond James Financial Inc.47,754$679K0.0%-31.5%0.000%
8/13/2025 Guggenheim Capital LLC383,564$5.45M0.0%-11.8%0.000%
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8/13/2025 Invesco Ltd.297,857$4.24M0.0%+8.6%0.000%
8/13/2025 Virtus Investment Advisers LLC51,260$729K0.2%-12.5%0.000%
8/12/2025 Advisors Asset Management Inc.374,456$5.33M0.1%-7.9%0.000%
8/11/2025 United Advisor Group LLC336,279$4.78M0.8%+1.6%0.000%
8/8/2025 Cetera Investment Advisers17,859$254K0.0%-22.1%0.000%
8/8/2025 Cedar Wealth Management LLC20,166$287K0.1%-19.7%0.000%
8/8/2025 Foundations Investment Advisors LLC352,598$5.01M0.1%-13.7%0.000%
8/6/2025 Axim Planning & Wealth11,755$167K0.2%N/A0.000%
8/5/2025 Shaker Financial Services LLC106,790$1.52M0.5%+100.4%0.000%
8/4/2025 Wolverine Asset Management LLC67,150$955K0.0%+247.3%0.000%


ARDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($22.08M), AdvisorNet Financial Inc ($6.12M), Guggenheim Capital LLC ($5.94M), Foundations Investment Advisors LLC ($5.71M), Cohen & Steers Inc. ($5.09M), United Advisor Group LLC ($4.66M), and Invesco Ltd. ($4.52M).Learn more on Ares Dynamic Credit Allocation Fund's institutional investors.

Of the 54 institutional investors that purchased Ares Dynamic Credit Allocation Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AdvisorNet Financial Inc ($502.99K), NewEdge Wealth LLC ($391.49K), Shaker Financial Services LLC ($351.29K), Sit Investment Associates Inc. ($298.91K), Readystate Asset Management LP ($204.60K), Foundations Investment Advisors LLC ($197.30K), and Wolverine Asset Management LLC ($156.64K).

Institutional investors have bought a total of 2,264,159 shares in the last 24 months. This purchase volume represents approximately $30.06M in transactions.

Of the 25 institutional investors that sold Ares Dynamic Credit Allocation Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Secure Asset Management LLC ($158.32K), Wells Fargo & Company MN ($132.05K), Bank of America Corp DE ($114.44K), Advisors Asset Management Inc. ($81.20K), Landscape Capital Management L.L.C. ($76.20K), Readystate Asset Management LP ($76.08K), and Wolverine Asset Management LLC ($54.73K).

Institutional investors have sold a total of 895,368 shares in the last 24 months. This volume of shares sold represents approximately $12.01M in transactions.


Related Companies

Institutional ownership data for NYSE:ARDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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