Position in ARCC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,320,785
-$678,532 QoQ
Shares Held
350,765
+1.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.0256582042107964.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9743417957892.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $70,915,569 across 78 Asset Management names. ARCC ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
219,930 | $25,289,750 | |
| 2 | ARCC |
Ares Capital Corp
This page
|
350,765 | $6,320,785 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
150,028 | $5,316,992 | |
| 4 | BLK |
BlackRock, Inc.
|
4,435 | $4,265,183 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
136,253 | $2,332,651 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
203,173 | $2,297,886 | |
| 7 | KKR |
KKR & Co. Inc.
|
24,530 | $2,269,025 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
45,427 | $2,019,230 |
All Filings in ARCC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,320,785 | 350,765 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,999,317 | 345,987 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,610,652 | 421,884 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,437,075 | 384,202 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,255,056 | 553,026 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,775,835 | 583,638 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,115,538 | 530,828 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,262,032 | 492,420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,502,658 | 408,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,559,482 | 377,408 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,293,421 | 425,959 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,131,522 | 432,758 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,942,736 | 434,742 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,741,294 | 419,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,616,402 | 391,967 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,148,816 | 398,707 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,038,054 | 383,678 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,643,065 | 313,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,950,753 | 292,708 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,028,063 | 52,479 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $355,490 | 19,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $320,910 | 19,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $43,245 | 3,100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,910 | 3,800 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $54,439 | 5,050 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||