LOS ANGELES, CA
ARES DYNAMIC CREDIT ALLOCATION FUND, INC.ARDC— Latest position per institution from SEC 13F filings
15
Institutional holders
7.64M
Total shares held
84.29M
Estimated value
382.22K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.91M
Value
24.16M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
645.87K
Value
8.16M
Filed
Jun 30, 2026
ADVISORNET FINANCIAL, INC
CIK 1409362
Shares
643.45K
Value
7.25M
Filed
Sep 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
432.31K
Value
5.46M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
426.19K
Value
5.38K
Filed
Jun 30, 2026
UNITED ADVISOR GROUP, LLC
CIK 2004873
Shares
354.01K
Value
4.47M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
345.65K
Value
4.37M
Filed
Jun 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 1743404
Shares
338.48K
Value
4.27M
Filed
Jun 30, 2026
DEBUSSY CAPITAL MANAGEMENT LP
CIK 1682021
Shares
314.71K
Value
4.06M
Filed
Sep 30, 2023
NEWEDGE WEALTH, LLC
CIK 1861796
Shares
249.72K
Value
3.15M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
228.39K
Value
2.88M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
224.56K
Value
2.84K
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
209.41K
Value
2.41M
Filed
Sep 30, 2026
FARTHER FINANCE ADVISORS, LLC
CIK 1992825
Shares
199.12K
Value
2.29M
Filed
Sep 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
197.69K
Value
2.40M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
196.15K
Value
2.26M
Filed
Sep 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
186.59K
Value
2.36M
Filed
Jun 30, 2026
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
183.69K
Value
2.11M
Filed
Sep 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
180.21K
Value
2.56K
Filed
Jun 30, 2025
HUNTLEIGH ADVISORS, INC.
CIK 1367653
Shares
175.10K
Value
2.21M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 1.91M | 24.16M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 645.87K | 8.16M | Jun 30, 2026 |
| 3 | ADVISORNET FINANCIAL, INC | 1409362 | 643.45K | 7.25M | Sep 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 432.31K | 5.46M | Jun 30, 2026 |
| 5 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 426.19K | 5.38K | Jun 30, 2026 |
| 6 | UNITED ADVISOR GROUP, LLC | 2004873 | 354.01K | 4.47M | Jun 30, 2026 |
| 7 | INVESCO LTD. | 914208 | 345.65K | 4.37M | Jun 30, 2026 |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1743404 | 338.48K | 4.27M | Jun 30, 2026 |
| 9 | DEBUSSY CAPITAL MANAGEMENT LP | 1682021 | 314.71K | 4.06M | Sep 30, 2023 |
| 10 | NEWEDGE WEALTH, LLC | 1861796 | 249.72K | 3.15M | Jun 30, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 228.39K | 2.88M | Jun 30, 2026 |
| 12 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 224.56K | 2.84K | Jun 30, 2026 |
| 13 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 209.41K | 2.41M | Sep 30, 2026 |
| 14 | FARTHER FINANCE ADVISORS, LLC | 1992825 | 199.12K | 2.29M | Sep 30, 2026 |
| 15 | LOGAN STONE CAPITAL, LLC | 1535521 | 197.69K | 2.40M | Mar 31, 2026 |
| 16 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 196.15K | 2.26M | Sep 30, 2026 |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 186.59K | 2.36M | Jun 30, 2026 |
| 18 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 183.69K | 2.11M | Sep 30, 2026 |
| 19 | COHEN & STEERS, INC. | 1284812 | 180.21K | 2.56K | Jun 30, 2025 |
| 20 | HUNTLEIGH ADVISORS, INC. | 1367653 | 175.10K | 2.21M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.