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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

Ares Dynamic Credit Allocation Fund logo
$12.49 -0.09 (-0.71%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$12.46 -0.03 (-0.24%)
As of 07/17/2026 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Ares Dynamic Credit Allocation Fund (NYSE:ARDC)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$28.33M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.58M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.219,107$2.77M0.1%-11.9%0.000%
5/19/2026Bank of America Corp DE81,125$986K0.0%-38.6%0.000%
5/18/2026Readystate Asset Management LP146,460$1.78M0.1%-13.6%0.000%
5/18/2026Royal Bank of Canada49,332$600K0.0%-5.6%0.000%
5/15/2026Waverly Advisors LLC17,058$207K0.0%+32.4%0.000%
5/13/2026Cetera Investment Advisers20,812$253K0.0%-18.9%0.000%
5/13/2026Icon Advisers Inc. Co.97,237$1.18M0.3%N/A0.000%
5/13/2026NewEdge Wealth LLC257,244$3.13M0.0%+5.4%0.000%
5/4/2026NWF Advisory Services Inc.23,150$282K0.0%-25.2%0.000%
4/27/2026World Investment Advisors17,668$215K0.0%-6.5%0.000%
4/22/2026Janney Montgomery Scott LLC223,790$2.72M0.0%-3.6%0.000%
4/17/2026AdvisorNet Financial Inc502,990$6.12M0.3%+3.7%0.000%
4/15/2026Nations Financial Group Inc. IA ADV60,732$739K0.0%-5.5%0.000%
3/13/2026World Investment Advisors18,898$251K0.0%N/A0.000%
3/3/2026NWF Advisory Services Inc.30,950$412K0.0%-9.4%0.000%
2/25/2026Sit Investment Associates Inc.298,905$3.98M0.1%N/A0.000%
2/19/2026Invesco Ltd.340,061$4.52M0.0%+4.3%0.000%
2/18/2026XTX Topco Ltd26,949$358K0.0%N/A0.000%
2/18/2026Virtus Investment Advisers LLC38,898$517K0.1%-23.0%0.000%
2/18/2026Readystate Asset Management LP169,592$2.26M0.1%+353.3%0.000%
2/18/2026Balyasny Asset Management L.P.109,817$1.46M0.0%+722.8%0.000%
2/17/2026Guggenheim Capital LLC446,464$5.94M0.0%+20.3%0.000%
2/17/2026Cetera Investment Advisers25,660$341K0.0%-10.9%0.000%
2/17/2026Osaic Holdings Inc.51,028$679K0.0%-10.5%0.000%
2/17/2026Royal Bank of Canada52,242$695K0.0%+19.3%0.000%
2/16/2026Landscape Capital Management L.L.C.45,482$605K0.0%-39.4%0.000%
2/13/2026Stifel Financial Corp182,201$2.42M0.0%-3.7%0.000%
2/13/2026Wells Fargo & Company MN1,660,475$22.08M0.0%-7.4%0.000%
2/12/2026Advisors Asset Management Inc.339,579$4.52M0.1%-19.3%0.000%
2/12/2026Jane Street Group LLC45,951$611K0.0%+64.9%0.000%
2/12/2026Marex Group plc22,901$305K0.0%N/A0.000%
2/12/2026Founders Financial Alliance LLC10,541$140K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC232,230$3.09M0.0%-1.0%0.000%
2/11/2026LPL Financial LLC40,739$542K0.0%+6.0%0.000%
2/11/2026Closed End Fund Advisors Inc.24,811$330K0.2%N/A0.000%
2/10/2026Northwestern Mutual Wealth Management Co.2,033$27K0.0%+6,060.6%0.000%
2/10/2026Foundations Investment Advisors LLC429,434$5.71M0.1%+16.0%0.000%
2/6/2026EverSource Wealth Advisors LLC2,552$34K0.0%+60.0%0.000%
2/6/2026Cedar Wealth Management LLC4,026$54K0.0%-80.8%0.000%
2/4/2026World Investment Advisors18,898$251K0.0%N/A0.000%
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2/3/2026NewEdge Wealth LLC243,984$3.25M0.0%+12.6%0.000%
2/3/2026Anfield Capital Management LLC12,609$168K0.1%+54.8%0.000%
2/2/2026Wolverine Asset Management LLC101,914$1.36M0.0%+720.3%0.000%
1/29/2026 Camelot Portfolios LLC8,400$112K0.1%N/A0.000%
1/29/2026Huntleigh 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%
1/26/2026Nations Financial Group Inc. IA ADV64,281$855K0.0%-7.5%0.000%
1/26/2026United 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%
1/23/2026E&G Advisors LP15,796$210K0.0%-5.1%0.000%
1/20/2026 Secure Asset Management LLC19,050$253K0.0%-86.5%0.000%
1/20/2026AdvisorNet 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%
1/13/2026Capital 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%
12/1/2025Polar Asset Management Partners Inc.54,731$770K0.0%+2.6%0.000%
11/17/2025Bank of America Corp DE184,597$2.60M0.0%-25.6%0.000%
11/14/2025Polar Asset Management Partners Inc.54,731$770K0.0%+2.6%0.000%
11/14/2025Raymond James Financial Inc.50,535$711K0.0%+5.8%0.000%
11/14/2025Virtu Financial LLC55,893$786K0.0%N/A0.000%
11/14/2025Newbridge Financial Services Group Inc.29,013$408K0.1%-5.0%0.000%
11/13/2025Landscape Capital Management L.L.C.75,052$1.06M0.1%-38.3%0.000%
11/13/2025Invesco Ltd.326,194$4.59M0.0%+9.5%0.000%
11/13/2025UBS Group AG44,365$624K0.0%-4.2%0.000%
11/13/2025Cedar Wealth Management LLC20,927$294K0.1%+3.8%0.000%
11/7/2025NewEdge Wealth LLC216,714$3.02M0.0%+63.2%0.000%
11/7/2025Readystate Asset Management LP37,414$526K0.0%-58.6%0.000%
11/6/2025Advisors Asset Management Inc.420,778$5.92M0.1%+12.4%0.000%
11/6/2025Oppenheimer & Co. Inc.28,515$401K0.0%N/A0.000%
11/3/2025Foundations Investment Advisors LLC370,332$5.21M0.1%+5.0%0.000%
10/31/2025NWF Advisory Services Inc.34,150$480K0.1%-13.0%0.000%
10/30/2025Huntleigh Advisors Inc.214,792$3.02M0.5%+6.9%0.000%
10/29/2025QTR Family Wealth LLC14,500$204K0.1%N/A0.000%
10/28/2025Wolverine Asset Management LLC12,424$175K0.0%-81.5%0.000%
10/23/2025Capital 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%
10/20/2025Miracle 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%
10/9/2025AdvisorNet Financial Inc319,133$4.49M0.3%+35.7%0.000%
9/4/2025Osaic Holdings Inc.61,122$869K0.0%+18.2%0.000%
8/19/2025Newbridge Financial Services Group Inc.30,544$434K0.1%N/A0.000%
8/15/2025Bank of America Corp DE247,969$3.53M0.0%-1.9%0.000%
8/14/2025Raymond James Financial Inc.47,754$679K0.0%-31.5%0.000%
8/13/2025Guggenheim Capital LLC383,564$5.45M0.0%-11.8%0.000%
8/13/2025Invesco Ltd.297,857$4.24M0.0%+8.6%0.000%
8/13/2025Virtus Investment Advisers LLC51,260$729K0.2%-12.5%0.000%
8/12/2025Advisors Asset Management Inc.374,456$5.33M0.1%-7.9%0.000%
8/11/2025United Advisor Group LLC336,279$4.78M0.8%+1.6%0.000%
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8/8/2025Cetera Investment Advisers17,859$254K0.0%-22.1%0.000%
8/8/2025Cedar Wealth Management LLC20,166$287K0.1%-19.7%0.000%
8/8/2025Foundations Investment Advisors LLC352,598$5.01M0.1%-13.7%0.000%
8/6/2025Axim Planning & Wealth11,755$167K0.2%N/A0.000%
8/5/2025 Shaker Financial Services LLC106,790$1.52M0.5%+100.4%0.000%
8/4/2025Wolverine Asset Management LLC67,150$955K0.0%+247.3%0.000%
8/1/2025 GoalVest Advisory LLC7,000$100K0.0%N/A0.000%
7/29/2025Huntleigh Advisors Inc.200,898$2.86M0.6%+0.6%0.000%
7/17/2025Capital Investment Advisors LLC203,521$2.89M0.1%-2.2%0.000%
7/17/2025Janney Montgomery Scott LLC25,786$367K0.0%+13.3%0.000%


ARDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 55 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), Shaker Financial Services LLC ($351.29K), Sit Investment Associates Inc. ($298.91K), Foundations Investment Advisors LLC ($217.04K), Secure Asset Management LLC ($211.75K), Readystate Asset Management LP ($204.60K), and Wolverine Asset Management LLC ($156.64K).

Institutional investors have bought a total of 2,103,832 shares in the last 24 months. This purchase volume represents approximately $28.33M in transactions.

Of the 28 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 ($119.18K), Advisors Asset Management Inc. ($113.16K), Landscape Capital Management L.L.C. ($76.20K), Readystate Asset Management LP ($76.08K), and Foundations Investment Advisors LLC ($56.07K).

Institutional investors have sold a total of 1,075,535 shares in the last 24 months. This volume of shares sold represents approximately $14.58M in transactions.


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This page (NYSE:ARDC) was last updated on 7/19/2026 by MarketBeat.com Staff.
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