ARDC Institutional Ownership & Shareholders
ARES DYNAMIC CREDIT ALL (ARDC) is currently held by 68 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $106.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of ARDC tracked by InsiderSet, reporting ownership valued at approximately $24.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.00M, representing an estimated loss of -8.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ARDC value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Advisornet Financial, Inc, and several other long-term asset managers with concentrated positions in ARES DYNAMIC CREDIT ALL (ARDC).
This page ranks the largest institutional ARDC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$106.70M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$24.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,913,094 | $24,162,379 | $22,000,581 | -$2,161,798 | -8.95% | |
| Morgan Stanley | 0.00% | 645,869 | $8,157,335 | $7,427,494 | -$729,842 | -8.95% | |
| Advisornet Financial, Inc | 0.33% | 643,447 | $7,251,648 | $7,399,641 | +$147,993 | +2.04% | |
| Advisors Asset Management, Inc. | 0.10% | 428,477 | $6,997,029 | $4,927,486 | -$2,069,544 | -29.58% | |
| Guggenheim Capital Llc | 0.04% | 432,308 | $5,460,050 | $4,971,542 | -$488,508 | -8.95% | |
| Penserra Capital Management Llc | 0.04% | 426,195 | $5,382,000 | $4,901,243 | -$480,758 | -8.93% | |
| Invesco Ltd. | 0.00% | 345,648 | $4,365,535 | $3,974,952 | -$390,583 | -8.95% | |
| Foundations Investment Advisors, Llc | 0.04% | 338,475 | $4,274,937 | $3,892,463 | -$382,475 | -8.95% | |
| United Advisor Group, Llc | 0.40% | 352,053 | $4,048,607 | $4,048,610 | +$3 | +0.00% | |
| Newedge Wealth, Llc | 0.03% | 249,723 | $3,154,001 | $2,871,815 | -$282,187 | -8.95% | |
| Janney Montgomery Scott Llc | 0.01% | 224,560 | $2,836,000 | $2,582,440 | -$253,560 | -8.94% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 209,406 | $2,408,169 | $2,408,169 | $0 | 0.00% | |
| Envestnet Asset Management Inc | 0.00% | 186,586 | $2,356,577 | $2,145,739 | -$210,838 | -8.95% | |
| Farther Finance Advisors, Llc | 0.02% | 199,121 | $2,289,890 | $2,289,892 | +$2 | +0.00% | |
| Shaker Financial Services, Llc | 0.74% | 196,145 | $2,255,668 | $2,255,668 | -$1 | -0.00% | |
| Capital Investment Advisors, Llc | 0.03% | 183,689 | $2,112,421 | $2,112,424 | +$3 | +0.00% | |
| Huntleigh Advisors, Inc. | 0.28% | 176,168 | $2,025,975 | $2,025,932 | -$43 | -0.00% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.58% | 150,623 | $1,902,368 | $1,732,165 | -$170,204 | -8.95% | |
| Icon Advisers Inc/Co | 0.23% | 97,237 | $1,228,103 | $1,118,226 | -$109,878 | -8.95% | |
| Raymond James Financial Inc | 0.00% | 95,453 | $1,205,566 | $1,097,710 | -$107,857 | -8.95% | |
| Sit Investment Associates Inc | 0.02% | 92,478 | $1,168,000 | $1,063,497 | -$104,503 | -8.95% | |
| Curated Wealth Partners Llc | 0.09% | 92,143 | $1,059,646 | $1,059,645 | -$2 | -0.00% | |
| Bank Of America Corp | 0.00% | 80,409 | $1,015,567 | $924,704 | -$90,864 | -8.95% | |
| Lpl Financial Llc | 0.00% | 60,367 | $694,222 | $694,221 | -$2 | -0.00% | |
| Nations Financial Group Inc | 0.03% | 58,343 | $670,945 | $670,945 | -$1 | -0.00% | |
| Closed-End Fund Advisors, Inc. | 0.68% | 56,661 | $651,601 | $651,602 | +$1 | +0.00% | |
| Royal Bank Of Canada | 0.00% | 49,656 | $627,000 | $571,044 | -$55,956 | -8.92% | |
| &Partners | 0.00% | 41,145 | $519,661 | $473,168 | -$46,494 | -8.95% | |
| Osaic Holdings, Inc. | 0.00% | 40,526 | $511,898 | $466,049 | -$45,849 | -8.96% | |
| Stifel Financial Corp | 0.00% | 36,111 | $456,085 | $415,277 | -$40,809 | -8.95% | |
| Oppenheimer & Co Inc | 0.00% | 35,822 | $411,953 | $411,953 | $0 | 0.00% | |
| Virtus Investment Advisers, Llc | 0.08% | 27,117 | $342,488 | $311,846 | -$30,643 | -8.95% | |
| Jane Street Group, Llc | 0.00% | 25,340 | $320,044 | $291,410 | -$28,634 | -8.95% | |
| Concurrent Investment Advisors, Llc | 0.00% | 26,500 | $304,750 | $304,750 | $0 | 0.00% | |
| Cetera Investment Advisers | 0.00% | 23,113 | $291,915 | $265,800 | -$26,116 | -8.95% | |
| Ubs Group Ag | 0.00% | 21,872 | $276,243 | $251,528 | -$24,715 | -8.95% | |
| Choreo, Llc | 0.00% | 21,652 | $249,251 | $248,998 | -$253 | -0.10% | |
| Newedge Advisors, Llc | 0.00% | 19,639 | $248,045 | $225,849 | -$22,197 | -8.95% | |
| Integrity Advisory Solutions, Llc | 0.03% | 21,508 | $247,342 | $247,342 | $0 | 0.00% | |
| Xtx Topco Ltd | 0.00% | 18,802 | $237,469 | $216,223 | -$21,246 | -8.95% | |
| Nwf Advisory Services Inc. | 0.02% | 20,050 | $230,575 | $230,575 | $0 | 0.00% | |
| World Investment Advisors | 0.00% | 16,940 | $211,788 | $194,810 | -$16,978 | -8.02% | |
| Composition Wealth, Llc | 0.00% | 15,000 | $189,450 | $172,500 | -$16,950 | -8.95% | |
| Waverly Advisors, Llc | 0.00% | 14,398 | $181,842 | $165,577 | -$16,265 | -8.94% | |
| Williams Jones Wealth Management, Llc. | 0.00% | 15,435 | $177,499 | $177,503 | +$4 | +0.00% | |
| E&G Advisors, Lp | 0.03% | 15,386 | $176,939 | $176,939 | $0 | 0.00% | |
| Anfield Capital Management, Llc | 0.05% | 13,744 | $167,127 | $158,056 | -$9,071 | -5.43% | |
| Focus Partners Wealth | 0.00% | 13,000 | $164,190 | $149,500 | -$14,690 | -8.95% | |
| Susquehanna International Group, Llp | 0.00% | 11,059 | $139,675 | $127,179 | -$12,497 | -8.95% | |
| Founders Financial Alliance, Llc | 0.02% | 11,046 | $139,517 | $127,029 | -$12,488 | -8.95% |
Frequently asked questions about ARDC
Who are the largest institutional holders of ARDC?
The largest institutional holders of ARDC reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Advisornet Financial, Inc, Advisors Asset Management, Inc., and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported ARDC position.
What is ARDC institutional ownership?
This page tracks ARDC positions reported by institutional investment managers through SEC Form 13F. ARES DYNAMIC CREDIT ALL (ARDC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ARDC?
InsiderSet currently tracks 68 institutional managers reporting ARDC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ARDC shareholders.
How much ARDC stock do institutions own?
Institutional investment managers disclosed approximately $106.70M in ARDC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ARDC institutional ownership last updated?
The latest ARDC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ARDC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ARDC position after the reporting date.
Are institutions buying or selling ARDC?
Institutional buying and selling can be analyzed by comparing ARDC positions across consecutive 13F reporting periods. InsiderSet's ARDC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ARDC ownership changes.
How has ARDC institutional ownership changed over time?
InsiderSet tracks ARDC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.