Position in ARCC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$12,773,062
+$64,091 QoQ
Shares Held
708,827
+12.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 84.96487859520025.ToString("F0")%
Shared 0.ToString("F0")%
None 15.035121404799762.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $53,542,799 across 23 Asset Management names. ARCC ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
This page
|
708,827 | $12,773,062 | |
| 2 | MAIN |
Main Street Capital CORP
|
84,990 | $4,501,070 | |
| 3 | OBDC |
Blue Owl Capital Corp
|
305,714 | $3,381,196 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
255,997 | $3,240,922 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
136,408 | $3,231,505 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
210,445 | $3,108,272 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
160,106 | $2,942,748 | |
| 8 | CSWC |
Capital Southwest Corp
|
124,570 | $2,755,488 |
All Filings in ARCC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||