Position in ARCC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,528,858
+$3,603,848 QoQ
Shares Held
460,273
+68.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#78
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. ARCC ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
This page
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in ARCC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,528,858 | 460,273 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,925,010 | 273,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,891,542 | 291,228 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,881,039 | 288,145 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,128,135 | 279,059 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $6,082,321 | 274,473 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $6,170,615 | 281,892 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $5,622,829 | 268,521 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $5,509,908 | 264,391 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $5,228,443 | 251,126 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $5,083,033 | 253,771 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $5,812,456 | 298,534 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $5,646,470 | 300,504 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $5,745,567 | 314,481 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $5,513,147 | 298,492 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $4,139,566 | 245,235 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,839,107 | 158,344 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,107,961 | 52,886 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,125,485 | 53,114 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,108,127 | 54,507 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,011,216 | 51,619 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $841,575 | 44,980 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $471,906 | 27,940 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $937,984 | 67,239 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $895,293 | 61,958 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $609,792 | 56,567 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||