Farther Finance Advisors, LLC

Position in ARES — Ares Management Corp

CIK 1992825 SAN FRANCISCO, CA

Position in ARES

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,027,502

+$186,996 QoQ

Shares Held

9,231

+19.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#382

of 799 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $86,933,622 across 274 Asset Management names. ARES ranks #16 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	382,275	$11,533,236
2	BX	Blackstone Inc.	74,201	$8,731,231
3	STT	State Street Corp	25,603	$4,342,268
4	BLK	BlackRock, Inc.	4,386	$4,217,402
5	ARCC	Ares Capital Corp	223,214	$4,136,155
6	KKR	KKR & Co. Inc.	33,143	$3,041,864
7	PDI	PIMCO Dynamic Income Fund	141,329	$2,360,194
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	157,252	$1,986,092

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,027,502	9,231	+19.8%	Shares	Sole	2026-07-17
2026-03-31	$840,506	7,704	+22.2%	Shares	Sole	2026-04-07
2025-12-31	$1,019,238	6,306	+8.5%	Shares	Sole	2026-01-23
2025-09-30	$929,280	5,812	+4.1%	Shares	Sole	2025-10-14
2025-06-30	$967,322	5,585	-7.1%	Shares	Sole	2025-07-11
2025-03-31	$881,272	6,011	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$1,063,242	6,006	+7.1%	Shares	Sole	2025-02-10
2024-09-30	$873,639	5,606	+22.8%	Shares	Sole	2024-10-29
2024-06-30	$608,289	4,564	-3.6%	Shares	Sole	2024-07-31
2024-03-31	$629,261	4,732	-64.9%	Shares	Sole	2024-05-14
2023-12-31	$1,604,706	13,494	+493.9%	Shares	Sole	2024-02-15
2023-09-30	$233,720	2,272	+17376.9%	Shares	Sole	2023-11-14
2023-06-30	$1,252	13	0.0%	Shares	Sole	2024-05-14
2023-03-31	$1,084	13	0.0%	Shares	Sole	2024-05-14
2022-12-31	$889	13	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.