LOS ANGELES, CA
ARES DYNAMIC CREDIT ALLOCATION FUND, INC.ARDC— Latest position per institution from SEC 13F filings
15
Institutional holders
7.49M
Total shares held
77.64M
Estimated value
374.31K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.59M
Value
19.32M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
508.88K
Value
6.19M
Filed
Mar 31, 2026
ADVISORNET FINANCIAL, INC
CIK 1409362
Shares
502.99K
Value
6.12M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
416.40K
Value
5.06M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
409.93K
Value
4.98K
Filed
Mar 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 1743404
Shares
379.60K
Value
4.62M
Filed
Mar 31, 2026
UNITED ADVISOR GROUP, LLC
CIK 2004873
Shares
358.86K
Value
4.36M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
335.67K
Value
4.08M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
331.24K
Value
4.03M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
324.67K
Value
3.95M
Filed
Mar 31, 2026
VIVALDI CAPITAL MANAGEMENT LP
CIK 1682021
Shares
314.71K
Value
4.06M
Filed
Sep 30, 2023
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
298.90K
Value
3.63K
Filed
Mar 31, 2026
NEWEDGE WEALTH, LLC
CIK 1861796
Shares
257.24K
Value
3.13M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
248.65K
Value
3.02M
Filed
Mar 31, 2026
HUNTLEIGH ADVISORS, INC.
CIK 1367653
Shares
227.06K
Value
2.76M
Filed
Mar 31, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
223.79K
Value
2.72K
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
197.69K
Value
2.40M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
191.51K
Value
2.22M
Filed
Dec 31, 2022
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
189.47K
Value
2.30M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
180.21K
Value
2.56K
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 1.59M | 19.32M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 508.88K | 6.19M | Mar 31, 2026 |
| 3 | ADVISORNET FINANCIAL, INC | 1409362 | 502.99K | 6.12M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 416.40K | 5.06M | Mar 31, 2026 |
| 5 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 409.93K | 4.98K | Mar 31, 2026 |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1743404 | 379.60K | 4.62M | Mar 31, 2026 |
| 7 | UNITED ADVISOR GROUP, LLC | 2004873 | 358.86K | 4.36M | Mar 31, 2026 |
| 8 | INVESCO LTD. | 914208 | 335.67K | 4.08M | Mar 31, 2026 |
| 9 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 331.24K | 4.03M | Mar 31, 2026 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 324.67K | 3.95M | Mar 31, 2026 |
| 11 | VIVALDI CAPITAL MANAGEMENT LP | 1682021 | 314.71K | 4.06M | Sep 30, 2023 |
| 12 | SIT INVESTMENT ASSOCIATES INC | 769317 | 298.90K | 3.63K | Mar 31, 2026 |
| 13 | NEWEDGE WEALTH, LLC | 1861796 | 257.24K | 3.13M | Mar 31, 2026 |
| 14 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 248.65K | 3.02M | Mar 31, 2026 |
| 15 | HUNTLEIGH ADVISORS, INC. | 1367653 | 227.06K | 2.76M | Mar 31, 2026 |
| 16 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 223.79K | 2.72K | Mar 31, 2026 |
| 17 | LOGAN STONE CAPITAL, LLC | 1535521 | 197.69K | 2.40M | Mar 31, 2026 |
| 18 | GRANITESHARES ADVISORS LLC | 1839545 | 191.51K | 2.22M | Dec 31, 2022 |
| 19 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 189.47K | 2.30M | Mar 31, 2026 |
| 20 | COHEN & STEERS, INC. | 1284812 | 180.21K | 2.56K | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.