Position in ARES
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,722,074
-$560,404 QoQ
Shares Held
15,471
-26.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 799 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $193,831,345 across 36 Asset Management names. ARES ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
265,227 | $31,209,257 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
81,755 | $27,665,890 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,154 | $17,044,765 | |
| 4 | STT |
State Street Corp
|
90,136 | $15,287,062 | |
| 5 | BLK |
BlackRock, Inc.
|
14,080 | $13,538,761 | |
| 6 | CSWC |
Capital Southwest Corp
|
525,697 | $12,495,817 | |
| 7 | BEN |
Franklin Resources Inc
|
263,326 | $8,760,855 | |
| 8 | NTRS |
Northern Trust Corp
|
45,532 | $7,915,279 |
All Filings in ARES
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,722,074 | 15,471 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $2,282,478 | 20,921 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,574,759 | 9,743 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $3,196,198 | 19,990 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,450,722 | 8,376 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $908,542 | 6,197 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $769,017 | 4,344 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $538,115 | 3,453 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $4,769,156 | 35,783 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $4,556,824 | 34,267 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $3,452,841 | 29,035 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,680,554 | 29,556 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,829,299 | 22,520 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,801,593 | 22,168 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||