Position in ARCC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,205,682
+$432,620 QoQ
Shares Held
712,665
+0.5% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#62
of 781 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,931,389 across 23 Asset Management names. ARCC ranks #1 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
This page
|
712,665 | $13,205,682 | |
| 2 | MAIN |
Main Street Capital CORP
|
100,862 | $5,232,720 | |
| 3 | CSWC |
Capital Southwest Corp
|
167,732 | $3,986,989 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
160,290 | $3,800,475 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
344,956 | $3,749,671 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
267,898 | $3,450,526 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
217,666 | $3,432,592 | |
| 8 | TRIN |
Trinity Capital Inc.
|
161,870 | $2,895,854 |
All Filings in ARCC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,205,682 | 712,665 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,773,062 | 708,827 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,708,971 | 628,224 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,222,904 | 647,864 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,537,937 | 662,019 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $15,141,950 | 683,301 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,769,511 | 674,715 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,784,394 | 801,547 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,835,948 | 807,867 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,229,606 | 779,520 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $19,494,638 | 973,272 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,542,570 | 798,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,534,850 | 720,322 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $14,603,832 | 799,334 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $13,576,373 | 735,050 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,266,712 | 726,701 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,418,192 | 692,593 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $14,728,667 | 703,039 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $13,840,057 | 653,141 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||