AE Wealth Management LLC

Position in ARCC — Ares Capital Corp

CIK 1697723 TOPEKA, KS

Position in ARCC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,010,389

+$992,325 QoQ

Shares Held

324,360

+16.5% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#111

of 781 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $131,933,580 across 45 Asset Management names. ARCC ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	349,603	$39,746,329
2	PFG	Principal Financial Group Inc	257,878	$27,794,055
3	PSLV	Sprott Physical Silver Trust	442,718	$8,354,088
4	ARCC	Ares Capital Corp This page	324,360	$6,010,389
5	PDI	PIMCO Dynamic Income Fund	345,004	$5,761,566
6	BEN	Franklin Resources Inc	130,756	$4,350,225
7	CEF	Sprott Physical Gold & Silver Trust	105,442	$4,241,931
8	NAD	Nuveen Quality Municipal Income Fund	291,032	$3,527,307

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,010,389	324,360	+16.5%	Shares	Sole	2026-08-03
2026-03-31	$5,018,064	278,472	+21.1%	Shares	Sole	2026-05-13
2025-12-31	$4,653,565	230,033	+18.0%	Shares	Sole	2026-01-26
2025-09-30	$3,978,192	194,914	+6.2%	Shares	Sole	2025-11-03
2025-06-30	$4,029,088	183,474	-0.6%	Shares	Other	2025-08-06
2025-03-31	$4,090,180	184,575	+5.9%	Shares	Sole	2025-05-06
2024-12-31	$3,815,032	174,282	+10.2%	Shares	Sole	2025-02-13
2024-09-30	$3,313,084	158,218	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$3,330,753	159,825	+11.1%	Shares	Sole	2024-08-12
2024-03-31	$2,994,290	143,818	-56.1%	Shares	Sole	2024-05-15
2023-12-31	$6,554,617	327,240	+15.5%	Shares	Sole	2024-02-14
2023-09-30	$5,517,836	283,402	-13.8%	Shares	Sole	2023-10-11
2023-06-30	$6,180,763	328,939	+3.2%	Shares	Sole	2023-07-10
2023-03-31	$5,820,767	318,597	+16.4%	Shares	Sole	2023-04-14
2022-12-31	$5,054,832	273,678	+40.9%	Shares	Sole	2023-01-31
2022-09-30	$3,279,513	194,284	-1.7%	Shares	Sole	2022-10-25
2022-06-30	$3,542,914	197,597	-7.1%	Shares	Sole	2022-08-03
2022-03-31	$4,455,080	212,653	+22.8%	Shares	Sole	2022-04-18
2021-12-31	$3,668,836	173,140	+62.7%	Shares	Sole	2022-01-20
2021-09-30	$2,164,108	106,449	+3.1%	Shares	Sole	2021-11-01
2021-06-30	$2,023,529	103,294	+139.7%	Shares	Sole	2021-07-21
2021-03-31	$806,401	43,100	-1.7%	Shares	Sole	2021-04-27
2020-12-31	$740,373	43,835	+1.9%	Shares	Sole	2021-02-01
2020-09-30	$600,170	43,023	-45.2%	Shares	Sole	2020-11-06
2020-06-30	$1,134,166	78,489	+35.0%	Shares	Sole	2020-08-05
2020-03-31	$626,813	58,146	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.