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Equibles

ARDC

Ares Dynamic Credit Allocation Fund, Inc.

Company with tickers: ARDC

CIK
1515324
CUSIP
04014F102
Shares Outstanding
23,965,972
13F Activity (30d)
23 filings 23 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 59
Total Value: $65,985,403
Total Shares: 5,426,433

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 59 13F filers · Δ vs Dec 31, 2025
Top Holder
9.3%
Jun 2023 → Mar 2026 · range 9.3% – 25.4%
−1.4 pts
Top 5
38.1%
Jun 2023 → Mar 2026 · range 38.1% – 53.4%
−5.0 pts
Top 10
63.7%
Jun 2023 → Mar 2026 · range 63.7% – 75.5%
−4.1 pts
HHI
508
Jun 2023 → Mar 2026 · range 508 – 970
Broadly held−62

Quarterly Activity

vs Dec 31, 2025
New
11
Increased
16
Decreased
18
Sold Out
13
Unchanged
14
Holder count: -2
Institutional value: +8.8%
Shares held: +18.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Logan Stone Capital, LLC +89,047 197,693
Small Shaker Financial Services, LLC +86,741 331,238
Mega RAYMOND JAMES FINANCIAL INC +61,904 130,660
Mid Farther Finance Advisors, LLC +40,996 146,491
Small AdvisorNet Financial, Inc +17,969 502,990

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large STIFEL FINANCIAL CORP −141,897 40,304
Mid Foundations Investment Advisors, LLC −49,839 379,595
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. −33,978 11,504
Large GUGGENHEIM CAPITAL LLC −30,066 416,398
Large &PARTNERS −27,691 39,917

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Penserra Capital Management LLC 409,927 $4,984,712
Mid Advisors Asset Management, Inc. 324,669 $3,947,975
Large Balyasny Asset Management L.P. 115,080 $1,399,372
Small ICON ADVISERS INC/CO 97,237 $1,182,401
Mega ROYAL BANK OF CANADA 49,332 $599,877

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 53,832 $715,964
Small Strategic Wealth Partners, Ltd. 40,000 $532,000
Mid XTX Topco Ltd 26,949 $358,421
Large Marex Group plc 22,901 $304,583
Small Secure Asset Management, LLC 19,050 $253,365
Filter: New 11 Increased 16 Reduced 18 Sold out 13 Unchanged 14
Showing 59 of 59
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small AdvisorNet Financial, Inc $6,116,358 9.27% 502,990
Large GUGGENHEIM CAPITAL LLC $5,063,399 7.67% 416,398
Mid Penserra Capital Management LLC $4,984,712 7.55% 409,927
Mid Foundations Investment Advisors, LLC Endowment $4,615,875 7.00% 379,595
Small United Advisor Group, LLC $4,363,701 6.61% 358,857
Small Shaker Financial Services, LLC $4,027,854 6.10% 331,238
Mid Advisors Asset Management, Inc. $3,947,975 5.98% 324,669
Mid NewEdge Wealth, LLC $3,128,087 4.74% 257,244
Mid Hennion & Walsh Asset Management, Inc. $3,023,559 4.58% 248,648
Small Huntleigh Advisors, Inc. $2,761,025 4.18% 227,058
Large Janney Montgomery Scott LLC $2,721,286 4.12% 223,790
Small Logan Stone Capital, LLC $2,403,946 3.64% 197,693
Mid Capital Investment Advisors, LLC $2,303,991 3.49% 189,473
Mid Farther Finance Advisors, LLC $1,781,330 2.70% 146,491
Mid READYSTATE ASSET MANAGEMENT LP $1,780,953 2.70% 146,460
Mega RAYMOND JAMES FINANCIAL INC $1,588,825 2.41% 130,660
Large Balyasny Asset Management L.P. $1,399,372 2.12% 115,080
Small ICON ADVISERS INC/CO $1,182,401 1.79% 97,237
Small Curated Wealth Partners LLC $1,070,724 1.62% 88,053
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $738,501 1.12% 60,732
Mega ROYAL BANK OF CANADA Bank $599,877 0.91% 49,332
Mega LPL Financial LLC $593,274 0.90% 48,789
Large STIFEL FINANCIAL CORP $490,096 0.74% 40,304
Large &PARTNERS $485,390 0.74% 39,917
Micro Closed-End Fund Advisors, Inc. $457,872 0.69% 37,654
Small Virtus Investment Advisers, LLC $417,513 0.63% 34,335
Large OSAIC HOLDINGS, INC. $381,240 0.58% 31,352
Small NWF Advisory Services Inc. $281,504 0.43% 23,150
Large Cetera Investment Advisers $253,073 0.38% 20,812
Large NewEdge Advisors, LLC $238,810 0.36% 19,639
Mid OPPENHEIMER & CO INC $222,540 0.34% 18,301
Mid World Investment Advisors $214,842 0.33% 17,668
Mid Waverly Advisors, LLC $207,425 0.31% 17,058
Small E&G Advisors, LP $189,647 0.29% 15,596
Mid Williams Jones Wealth Management, LLC. $187,689 0.28% 15,435
Mid Composition Wealth, LLC $182,400 0.28% 15,000
Small Anfield Capital Management, LLC $167,127 0.25% 13,744
Large Focus Partners Wealth $158,080 0.24% 13,000
Small StoneX Group Inc. $153,374 0.23% 12,613
Large HRT FINANCIAL LP $144,156 0.22% 11,855
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $139,887 0.21% 11,504
Small Founders Financial Alliance, LLC $134,039 0.20% 11,023
Large NOMURA HOLDINGS INC $121,600 0.18% 10,000
Mega NEUBERGER BERMAN GROUP LLC $121,600 0.18% 10,000
Large Federation des caisses Desjardins du Quebec $92,416 0.14% 7,600
Mid Spire Wealth Management $91,200 0.14% 7,500
Small GoalVest Advisory LLC $85,120 0.13% 7,000
Small CoreCap Advisors, LLC $44,554 0.07% 3,664
Mid EverSource Wealth Advisors, LLC $31,032 0.05% 2,552
Small WEBSTER BANK, N. A. $30,776 0.05% 2,531
Large Rockefeller Capital Management L.P. $21,888 0.03% 1,800
Small Noble Wealth Management PBC $11,928 0.02% 981
Mega BNP PARIBAS ARBITRAGE, SA $10,238 0.02% 842
Small Triumph Capital Management $9,728 0.01% 800
Small BOYD WATTERSON ASSET MANAGEMENT LLC/OH $3,344 0.01% 275
Small HIGHLINE WEALTH PARTNERS LLC $3,040 0.00% 250
Large JONES FINANCIAL COMPANIES LLLP $2,359 0.00% 194
Mid MAI Capital Management $693 0.00% 57
Mega PNC FINANCIAL SERVICES GROUP, INC. $158 0.00% 13

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