Foundations Investment Advisors, LLC

Endowment

Position in ARDC — Ares Dynamic Credit Allocation Fund, Inc.

CIK 1743404 PHOENIX, AZ

Position in ARDC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$4,615,875

-$1,095,597 QoQ

Shares Held

379,595

-11.6% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $60,907,518 across 39 Asset Management names. ARDC ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	148,197	$17,041,171
2	ARCC	Ares Capital Corp	335,685	$6,049,043
3	MFIC	MidCap Financial Investment Corp	433,541	$4,873,000
4	DNP	Dnp Select Income Fund Inc	453,666	$4,672,759
5	ARDC	Ares Dynamic Credit Allocation Fund, Inc. This page	379,595	$4,615,875
6	CSWC	Capital Southwest Corp	135,453	$2,996,219
7	TROW	Price T Rowe Group Inc	23,585	$2,125,951
8	MAIN	Main Street Capital CORP	38,524	$2,040,230

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,615,875	379,595	-11.6%	Shares	Sole	2026-05-11
2025-12-31	$5,711,472	429,434	+16.0%	Shares	Sole	2026-02-10
2025-09-30	$5,210,571	370,332	+5.0%	Shares	Sole	2025-11-03
2025-06-30	$5,013,943	352,598	-13.7%	Shares	Other	2025-08-08
2025-03-31	$5,770,377	408,667	+3.6%	Shares	Other	2025-05-07
2024-12-31	$5,961,272	394,525	+23.2%	Shares	Sole	2025-01-22
2024-09-30	$4,894,168	320,299	+11.1%	Shares	Sole	2024-10-21
2024-06-30	$4,291,283	288,199	+7.4%	Shares	Sole	2024-08-02
2024-03-31	$3,820,242	268,464	+3.2%	Shares	Sole	2024-05-13
2023-12-31	$3,577,846	260,207	+10.1%	Shares	Sole	2024-02-08
2023-09-30	$3,049,405	236,388	+14.4%	Shares	Sole	2023-10-05
2023-06-30	$2,548,549	206,695	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.