ARES DYNAMIC CREDIT ALL (ARDC) Institutional Ownership Changes & 13F Activity

ARES DYNAMIC CREDIT ALL (ARDC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Advisors Asset Management, Inc., Stifel Financial Corp, Icon Advisers Inc/Co, and Logan Stone Capital, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-71,836-4.3%1,588,639$19.32MQ1 2026Jul 08, 2026
Bank Of America CorpSell-51,064-38.6%81,125$986.48KQ1 2026May 18, 2026
Advisors Asset Management, Inc.Buy+324,669—324,669$3.95MQ1 2026May 15, 2026
Logan Stone Capital, LlcBuy+89,047+82.0%197,693$2.40MQ1 2026May 15, 2026
Guggenheim Capital LlcSell-30,066-6.7%416,398$5.06MQ1 2026May 15, 2026
&PartnersSell-27,691-41.0%39,917$485.39KQ1 2026May 15, 2026
Readystate Asset Management LpSell-23,132-13.6%146,460$1.78MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-19,676-38.6%31,352$381.25KQ1 2026May 15, 2026
Morgan StanleyBuy+14,523+2.9%508,884$6.19MQ1 2026May 15, 2026
Focus Partners WealthBuy+13,000—13,000$158.08KQ1 2026May 15, 2026
Nomura Holdings IncBuy+10,000—10,000$121.60KQ1 2026May 15, 2026
Balyasny Asset Management L.P.Buy+5,263+4.8%115,080$1.40MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+4,178+32.4%17,058$207.42KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-2,910-5.6%49,332$600.00KQ1 2026May 15, 2026
Jones Financial Companies LllpSell-74-27.6%194$2.31KQ1 2026May 15, 2026
Raymond James Financial IncBuy+61,904+90.0%130,660$1.59MQ1 2026May 14, 2026
Stonex Group Inc.Buy+12,613—12,613$153.37KQ1 2026May 14, 2026
Hrt Financial LpBuy+11,855—11,855$144.00KQ1 2026May 14, 2026
Virtus Investment Advisers, LlcSell-4,563-11.7%34,335$417.51KQ1 2026May 14, 2026
Eversource Wealth Advisors, LlcSell-2,302-90.2%250$32.48KQ1 2026May 14, 2026
Icon Advisers Inc/CoBuy+97,237—97,237$1.18MQ1 2026May 13, 2026
Newedge Wealth, LlcBuy+13,260+5.4%257,244$3.13MQ1 2026May 13, 2026
Hennion & Walsh Asset Management, Inc.Sell-6,471-2.5%248,648$3.02MQ1 2026May 13, 2026
Cetera Investment AdvisersSell-4,848-18.9%20,812$253.08KQ1 2026May 13, 2026
Stifel Financial CorpSell-141,897-77.9%40,304$490.09KQ1 2026May 12, 2026
Shaker Financial Services, LlcBuy+86,741+35.5%331,238$4.03MQ1 2026May 12, 2026
Strategic Wealth Partners, Ltd.Sell-40,000-100.0%0$0.00Q1 2026May 12, 2026
Landscape Capital Management, L.L.C.Sell-33,978-74.7%11,504$139.89KQ1 2026May 12, 2026
Anfield Capital Management, LlcBuy+1,135+9.0%13,744$167.13KQ1 2026May 12, 2026
Penserra Capital Management LlcBuy+409,927—409,927$4.98MQ1 2026May 11, 2026
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Frequently asked questions about ARDC activity

  • Which institutional owners are buying ARDC?

    Institutional owners buying ARDC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ARDC activity?

    "Buy" means an investor increased their reported position in ARDC compared to the prior reporting period. This reflects growing exposure to ARES DYNAMIC CREDIT ALL (ARDC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ARDC increasing?

    Institutional interest in ARDC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

ARDC Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet