Position in ARCC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,018,064
+$364,499 QoQ
Shares Held
278,472
+21.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $127,090,964 across 49 Asset Management names. ARCC ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
369,052 | $33,266,317 | |
| 2 | PFG |
Principal Financial Group Inc
|
227,548 | $20,504,319 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
577,520 | $14,085,712 | |
| 4 | STT |
State Street Corp
|
58,756 | $7,436,148 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
338,360 | $5,789,339 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
118,243 | $5,642,555 | |
| 7 | ARCC |
Ares Capital Corp
This page
|
278,472 | $5,018,064 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
88,641 | $3,141,436 |
All Filings in ARCC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,018,064 | 278,472 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,653,565 | 230,033 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,978,192 | 194,914 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,029,088 | 183,474 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,090,180 | 184,575 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,815,032 | 174,282 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,313,084 | 158,218 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,330,753 | 159,825 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,994,290 | 143,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,554,617 | 327,240 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,517,836 | 283,402 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,180,763 | 328,939 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,820,767 | 318,597 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,054,832 | 273,678 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,279,513 | 194,284 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,542,914 | 197,597 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,455,080 | 212,653 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,668,836 | 173,140 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,164,108 | 106,449 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,023,529 | 103,294 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $806,401 | 43,100 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $740,373 | 43,835 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $600,170 | 43,023 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,134,166 | 78,489 | 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. | ||||||