WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ARES — Ares Management Corp
CIK 1632972
PLYMOUTH, MN
Position in ARES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,163,995
+$740,983 QoQ
Shares Held
37,409
+19.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 804 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. ARES ranks #24 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,969,959 | $51,987,218 | |
| 2 | BLK |
BlackRock, Inc.
|
50,374 | $48,437,623 | |
| 3 | STT |
State Street Corp
|
269,468 | $45,701,772 | |
| 4 | BX |
Blackstone Inc.
|
256,063 | $30,130,933 | |
| 5 | TROW |
Price T Rowe Group Inc
|
215,256 | $24,472,454 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
662,675 | $19,992,904 | |
| 7 | AMP |
Ameriprise Financial Inc
|
33,437 | $15,339,558 | |
| 8 | BEN |
Franklin Resources Inc
|
446,300 | $14,848,401 |
All Filings in ARES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,163,995 | 37,409 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,423,012 | 31,375 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,412,831 | 39,676 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,732,008 | 42,104 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,605,038 | 43,909 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,301,591 | 42,982 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,697,972 | 43,484 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $6,766,728 | 43,421 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,561,374 | 49,230 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,583,174 | 49,505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,337,720 | 61,703 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,591,498 | 64,076 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $985,467 | 10,228 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $984,258 | 11,796 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $1,537,115 | 18,923 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,466,273 | 18,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,143,479 | 15,488 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||