Institutional Ownership Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This table provides information about the institutional ownership of Ares Dynamic Credit Allocation Fund, Inc. (ARDC). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
8,147
shares
|
$113,080
0.04% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,600
shares
|
$105,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
7,000
shares
|
$97,160
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,500
shares
|
$90,220
0.0% of portfolio
|
Q4 2023
Added 85.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,517
shares
|
$62,695
0.0% of portfolio
|
Q3 2025
Added 33.6%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,531
shares
|
$35,130
0.0% of portfolio
|
Q2 2021
Added 112.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$24,984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$22,138
0.0% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$19,473
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,300
shares
|
$18,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,211
shares
|
$16,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
572
shares
|
$7,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
543
shares
|
$7,536
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
500
shares
|
$6,940
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
412
shares
|
$5,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
383
shares
|
$5,316
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
340
shares
|
$4,719
0.0% of portfolio
|
Q3 2022
Added 541.51%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
275
shares
|
$3,817
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
250
shares
|
$3,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
33
shares
|
$458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
7
shares
|
$97
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|