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Creative Planning

Position in ARCC — Ares Capital Corp

CIK 1540235 OVERLAND PARK, KS

Position in ARCC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,268,059
+$238,461 QoQ
Shares Held
284,299
+1.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Derivatives in ARCC

reported options exposure · as of Mar 31, 2021
CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
2,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $560,003,629 across 178 Asset Management names. ARCC ranks #27 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ARCC

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,268,059 284,299
2026-03-31 $5,029,598 279,112
2025-12-31 $6,993,288 345,689
2025-09-30 $5,388,851 264,030
2025-06-30 $5,732,438 261,040
2025-03-31 $5,330,743 240,557
2024-12-31 $5,827,708 266,227
2024-09-30 $5,358,336 255,890
2024-06-30 $6,736,529 323,250
2024-03-31 $6,966,413 334,602
2023-12-31 $5,895,069 294,312
2023-09-30 $5,678,989 291,679
2023-06-30 $5,323,713 283,327
2023-03-31 $5,100,709 279,185
2022-12-31 $5,248,693 284,174
2022-09-30 $4,477,369 265,247
2022-06-30 $4,776,516 266,398
2022-03-31 $4,714,944 225,057
2021-12-31 $3,096,409 146,126
2021-09-30 $2,813,367 138,385
2021-06-30 $2,283,900 116,585
2021-03-31 $2,000 2,500
2021-03-31 $1,906,661 101,906
2020-12-31 $1,718,202 101,729
2020-09-30 $1,602,031 114,841
2020-06-30 $1,519,258 105,139
2020-03-31 $969,305 89,917