13FBOX
ARES DYNAMIC CR ALLOCATION F · 13F Institutional Holdings
Options Calculator Rankings

ARES DYNAMIC CR ALLOCATION F

ARDC
Institutions
64
Combined AUM (Q2 2026)
$104.0M
Combined Shares (Q2 2026)
8.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
31 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.2M
32 · 12 Exit · ≈
⚖️ Net
-132,487
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$104.0M
Institutions
64
New Buys
10
Adds
21
Reduces
20
Exits
12
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$24.2M1.9M$19.3M1.6M+324,455+20.42%Add
MORGAN STANLEY
<0.01%<0.01%#48$8.2M645,869$6.8M483,519+162,350+33.58%Add
AdvisorNet Financial, Inc
0.35%0.32%#5$7.6M601,286$6.1M502,990+98,296+19.54%Add
GUGGENHEIM CAPITAL LLC
0.03%0.04%#17$5.5M432,308$5.1M416,398+15,910+3.82%Add
Penserra Capital Management LLC
0.04%0.06%#14$5.4M426,195$5.0M409,927+16,268+3.97%Add
United Advisor Group, LLC
0.47%0.54%#3$4.5M354,015$4.4M358,857-4,842-1.35%Reduce
Invesco Ltd.
<0.01%<0.01%#50$4.4M345,648$4.1M335,672+9,976+2.97%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.04%0.06%#12$4.3M338,475$4.6M379,595-41,120-10.83%Reduce
NewEdge Wealth, LLC
0.03%0.04%#18$3.2M249,723$3.1M257,244-7,521-2.92%Reduce
Advisors Asset Management, Inc.
0.04%0.07%#13$2.9M228,388$3.9M324,669-96,281-29.66%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#27$2.8M224,560$2.7M223,790+770+0.34%Add
Hennion & Walsh Asset Management, Inc.
0.08%0.1%#11$2.8M219,107$3.0M248,648-29,541-11.88%Reduce
Capital Investment Advisors, LLC
0.03%0.03%#19$2.4M187,571$2.3M189,473-1,902-1.00%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%#47$2.4M186,586$00+186,586New Buy
Huntleigh Advisors, Inc.
0.31%0.47%#6$2.2M175,097$2.8M227,058-51,961-22.88%Reduce
Farther Finance Advisors, LLC
0.02%0.02%#24$2.0M157,252$1.8M146,491+10,761+7.35%Add
Thomas J. Herzfeld Advisors, Inc.
0.58%#1$1.9M150,623$00+150,623New Buy
READYSTATE ASSET MANAGEMENT LP
0.09%0.08%#9$1.8M146,460$1.8M146,46000.00%Unchanged
Shaker Financial Services, LLC
0.41%1.4%#4$1.3M103,541$4.0M331,238-227,697-68.74%Reduce
ICON ADVISERS INC/CO
0.23%0.27%#8$1.2M97,237$1.2M97,23700.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#51$1.2M95,453$1.6M130,660-35,207-26.95%Reduce
SIT INVESTMENT ASSOCIATES INC
0.02%0.07%#21$1.2M92,478$3.6M298,905-206,427-69.06%Reduce
Curated Wealth Partners LLC
0.28%0.13%#7$1.1M88,053$1.1M88,05300.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$1.0M80,409$986,47581,125-716-0.88%Reduce
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.04%0.04%#16$778,57661,645$738,50160,732+913+1.50%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#56$627,00049,656$600,00049,332+324+0.66%Add
LPL Financial LLC
<0.01%<0.01%#55$576,29945,629$593,27648,789-3,160-6.48%Reduce
&PARTNERS
<0.01%<0.01%#37$519,66141,145$485,39539,917+1,228+3.08%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#46$511,89840,526$381,25431,352+9,174+29.26%Add
Closed-End Fund Advisors, Inc.
0.49%0.47%#2$502,01739,748$457,87337,654+2,094+5.56%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#49$456,08536,111$490,09440,304-4,193-10.40%Reduce
OPPENHEIMER & CO INC
<0.01%<0.01%#28$456,06936,110$222,54018,301+17,809+97.31%Add
Virtus Investment Advisers, LLC
0.08%0.12%#10$342,48827,117$417,51434,335-7,218-21.02%Reduce
JANE STREET GROUP, LLC
<0.01%#62$320,04425,340$00+25,340New Buy
Cetera Investment Advisers
<0.01%<0.01%#52$291,91523,113$253,07620,812+2,301+11.06%Add
UBS Group AG
<0.01%<0.01%#60$276,24321,872$262,13321,557+315+1.46%Add
CHOREO, LLC
<0.01%#34$256,73020,327$00+20,327New Buy
NWF Advisory Services Inc.
0.02%0.03%#20$253,23220,050$281,50423,150-3,100-13.39%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#44$248,04519,639$238,81419,63900.00%Unchanged
XTX Topco Ltd
<0.01%#32$237,46918,802$00+18,802New Buy
World Investment Advisors
<0.01%<0.01%#30$211,78816,940$214,83917,668-728-4.12%Reduce
Williams Jones Wealth Management, LLC.
<0.01%<0.01%#36$194,94015,435$187,68515,43500.00%Unchanged
E&G Advisors, LLC
0.04%0.04%#15$194,32515,386$189,64715,596-210-1.35%Reduce
Composition Wealth, LLC
<0.01%<0.01%#35$189,45015,000$182,40015,00000.00%Unchanged
Waverly Advisors, LLC
<0.01%<0.01%#42$181,84214,398$207,42317,058-2,660-15.59%Reduce
Integrity Advisory Solutions, LLC
0.02%#23$179,61114,221$00+14,221New Buy
Focus Partners Wealth
<0.01%<0.01%#54$164,19013,000$158,08013,00000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#63$139,67511,059$00+11,059New Buy
Founders Financial Alliance, LLC
0.02%0.02%#22$139,51711,046$134,03711,023+23+0.21%Add
WOLVERINE ASSET MANAGEMENT LLC
<0.01%0.02%#40$133,58810,577$1.7M140,770-130,193-92.49%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow