OneDigital Investment Advisors LLC
Position in ARCC — Ares Capital Corp
CIK 1690370
OVERLAND PARK, KS
Position in ARCC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$245,837
+$8,856 QoQ
Shares Held
13,267
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#548
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. ARCC ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
|
15,256 | $1,795,173 |
All Filings in ARCC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,837 | 13,267 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $236,981 | 13,151 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $304,299 | 15,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $475,410 | 23,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $438,453 | 19,966 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $523,552 | 23,626 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $542,127 | 24,766 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $487,692 | 23,290 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $479,174 | 22,993 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $308,094 | 14,798 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $385,637 | 19,253 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $361,927 | 18,589 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $363,830 | 19,363 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $359,754 | 19,691 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $258,062 | 13,972 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $397,524 | 23,550 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $441,042 | 24,598 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $375,382 | 17,918 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $493,387 | 23,284 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $358,356 | 17,627 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $554,886 | 28,325 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $400,019 | 21,380 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $368,708 | 21,830 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $304,527 | 21,830 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $321,945 | 22,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $327,765 | 30,405 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||