MISSION WEALTH MANAGEMENT, LP

Position in ARCC — Ares Capital Corp

CIK 1645382 Santa Barbara, CA

Position in ARCC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$325,720

+$123,194 QoQ

Shares Held

17,578

+56.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#488

of 781 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $28,134,153 across 26 Asset Management names. ARCC ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	14,160	$13,615,689
2	KKR	KKR & Co. Inc.	26,263	$2,410,418
3	BX	Blackstone Inc.	18,743	$2,205,488
4	NTRS	Northern Trust Corp	11,078	$1,925,799
5	AMG	Affiliated Managers Group, Inc.	3,864	$1,307,577
6	AMP	Ameriprise Financial Inc	1,945	$892,288
7	AB	Alliancebernstein Holding L.P.	24,062	$847,463
8	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	35,683	$493,495

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,720	17,578	+56.4%	Shares	Sole	2026-07-20
2026-03-31	$202,526	11,239	0.0%	Shares	Sole	2026-05-15
2025-12-31	$227,364	11,239	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$228,775	11,209	0.0%	Shares	Sole	2025-11-04
2025-06-30	$246,149	11,209	+23.9%	Shares	Sole	2025-08-05
2025-03-31	$200,525	9,049	-41.9%	Shares	Sole	2025-04-17
2024-09-30	$325,910	15,564	-2.3%	Shares	Sole	2024-10-31
2024-06-30	$332,147	15,938	+49.6%	Shares	Sole	2024-08-05
2024-03-31	$221,753	10,651	+2.4%	Shares	Sole	2024-04-30
2023-12-31	$208,332	10,401	-57.5%	Shares	Sole	2024-02-05
2020-03-31	$263,786	24,470	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.