Position in ARES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,477,898
+$1,449,817 QoQ
Shares Held
49,213
+33.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 804 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. ARES ranks #26 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in ARES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,477,898 | 49,213 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,028,081 | 36,921 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,632,482 | 34,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,163,438 | 38,548 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,895,035 | 34,036 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,849,978 | 26,260 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,188,175 | 23,658 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,265,938 | 20,957 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,455,680 | 18,425 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,321,697 | 17,459 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,508,261 | 12,683 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $601,995 | 5,852 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $318,532 | 3,306 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $917 | 11 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $974,754 | 24,553 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $675,140 | 21,828 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||