Position in ARES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$246,020
-$636,156 QoQ
Shares Held
2,255
-58.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,020 | 2,255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $882,176 | 5,458 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $907,535 | 5,676 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $842,098 | 4,862 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $757,240 | 5,165 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $859,657 | 4,856 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $660,138 | 4,236 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $394,508 | 2,960 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $297,609 | 2,238 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $263,169 | 2,213 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||