Skip to main content
Equibles
ARDC logo

ARDC

Ares Dynamic Credit Allocation Fund, Inc.
$12.58 -0.11 (-0.87%) At close · Jul 16
Market Cap
$301.49M
Shares
23,966,000

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 65
Total Value: $99,893,784
Total Shares: 8,196,334

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 66 13F filers
Top Holder
18.9%
Jun 2023 → Mar 2026 · range 11.1% – 25.4%
of institutional value
Top 5
40.8%
Jun 2023 → Mar 2026 · range 40.8% – 53.4%
of institutional value
Top 10
61.4%
Jun 2023 → Mar 2026 · range 61.4% – 75.5%
of institutional value
HHI
639
Jun 2023 → Mar 2026 · range 583 – 970
Broadly held
Showing 65 of 65
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $19,317,849 19.34% 1,588,639
Mega MORGAN STANLEY $6,188,028 6.19% 508,884
Small AdvisorNet Financial, Inc $6,116,358 6.12% 502,990
Large GUGGENHEIM CAPITAL LLC $5,063,399 5.07% 416,398
Mid Penserra Capital Management LLC $4,984,712 4.99% 409,927
Mid Foundations Investment Advisors, LLC Endowment $4,615,875 4.62% 379,595
Small United Advisor Group, LLC $4,363,701 4.37% 358,857
Mega Invesco Ltd. $4,081,771 4.09% 335,672
Mid Advisors Asset Management, Inc. $3,947,975 3.95% 324,669
Mid SIT INVESTMENT ASSOCIATES INC $3,634,684 3.64% 298,905
Mid NewEdge Wealth, LLC $3,128,087 3.13% 257,244
Mid Hennion & Walsh Asset Management, Inc. $2,767,321 2.77% 219,107
Small Huntleigh Advisors, Inc. $2,761,025 2.76% 227,058
Large Janney Montgomery Scott LLC $2,721,286 2.72% 223,790
Small Logan Stone Capital, LLC $2,403,946 2.41% 197,693
Mid Capital Investment Advisors, LLC $2,303,991 2.31% 189,473
Large Curated Wealth Partners LLC $1,840,279 1.84% 145,707
Mid Farther Finance Advisors, LLC $1,781,330 1.78% 146,491
Mid READYSTATE ASSET MANAGEMENT LP $1,780,953 1.78% 146,460
Mid WOLVERINE ASSET MANAGEMENT LLC $1,711,763 1.71% 140,770
Mega RAYMOND JAMES FINANCIAL INC $1,588,825 1.59% 130,660
Large Balyasny Asset Management L.P. $1,399,372 1.40% 115,080
Small Shaker Financial Services, LLC $1,307,722 1.31% 103,541
Small ICON ADVISERS INC/CO $1,182,401 1.18% 97,237
Mega BANK OF AMERICA CORP /DE/ Bank $986,479 0.99% 81,125
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $738,501 0.74% 60,732
Mega ROYAL BANK OF CANADA Bank $599,877 0.60% 49,332
Mega LPL Financial LLC $593,274 0.59% 48,789
Large STIFEL FINANCIAL CORP $490,096 0.49% 40,304
Large &PARTNERS $485,390 0.49% 39,917
Micro Closed-End Fund Advisors, Inc. $457,872 0.46% 37,654
Small Virtus Investment Advisers, LLC $417,513 0.42% 34,335
Large OSAIC HOLDINGS, INC. $381,240 0.38% 31,352
Small NWF Advisory Services Inc. $281,504 0.28% 23,150
Mega UBS Group AG $262,133 0.26% 21,557
Large Cetera Investment Advisers $253,073 0.25% 20,812
Large NewEdge Advisors, LLC $238,810 0.24% 19,639
Mid OPPENHEIMER & CO INC $222,540 0.22% 18,301
Mid World Investment Advisors $214,842 0.22% 17,668
Mid Waverly Advisors, LLC $207,425 0.21% 17,058
Small E&G Advisors, LP $189,647 0.19% 15,596
Mid Williams Jones Wealth Management, LLC. $187,689 0.19% 15,435
Mid Composition Wealth, LLC $182,400 0.18% 15,000
Small Anfield Capital Management, LLC $167,127 0.17% 13,744
Large Focus Partners Wealth $158,080 0.16% 13,000
Small StoneX Group Inc. $153,374 0.15% 12,613
Large HRT FINANCIAL LP $144,156 0.14% 11,855
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $139,887 0.14% 11,504
Small Founders Financial Alliance, LLC $134,039 0.13% 11,023
Large NOMURA HOLDINGS INC $121,600 0.12% 10,000
Mega NEUBERGER BERMAN GROUP LLC $121,600 0.12% 10,000
Mid Spire Wealth Management $107,355 0.11% 8,500
Large Federation des caisses Desjardins du Quebec $92,416 0.09% 7,600
Mid CoreCap Advisors, LLC $45,265 0.05% 3,584
Mid EverSource Wealth Advisors, LLC $31,032 0.03% 2,552
Small WEBSTER BANK, N. A. $30,776 0.03% 2,531
Large Rockefeller Capital Management L.P. $21,888 0.02% 1,800
Small Noble Wealth Management PBC $12,554 0.01% 994
Mega BNP PARIBAS ARBITRAGE, SA $10,238 0.01% 842
Small Triumph Capital Management $9,728 0.01% 800
Small BOYD WATTERSON ASSET MANAGEMENT LLC/OH $3,344 0.00% 275
Small HIGHLINE WEALTH PARTNERS LLC $3,157 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
Key facts CIK 1515324 CUSIP 04014F102 13F (30d) 7 filings 7 filers

Report a Problem

Category
Description
Email (optional, for follow-up)