Ares Dynamic Credit All (ARDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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AdvisorNet Financial, Inc

INCREASED

Shares643,447 from 601,286

Change+42,161 (+7%)

Value$7.3M (-$342.6K)

Filed 2026-10-15

United Advisor Group, LLC

DECREASED

Shares352,053 from 354,015

Change-1,962 (-1%)

Value$4.0M (-$422.6K)

Filed 2026-11-03

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares209,406 from 219,107

Change-9,701 (-4%)

Value$2.4M (-$359.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares199,121 from 157,252

Change+41,869 (+27%)

Value$2.3M (+$303.8K)

Filed 2026-10-08

Shaker Financial Services, LLC

INCREASED

Shares196,145 from 103,541

Change+92,604 (+89%)

Value$2.3M (+$947.9K)

Filed 2026-10-14

Capital Investment Advisors, LLC

DECREASED

Shares183,689 from 187,571

Change-3,882 (-2%)

Value$2.1M (-$256.6K)

Filed 2026-10-22

Huntleigh Advisors, Inc.

INCREASED

Shares176,168 from 175,097

Change+1,071 (+1%)

Value$2.0M (-$185.5K)

Filed 2026-11-03

Curated Wealth Partners LLC

INCREASED

Shares92,143 from 88,853

Change+3,290 (+4%)

Value$1.1M (-$62.6K)

Filed 2026-10-15

LPL Financial LLC

INCREASED

Shares60,367 from 45,629

Change+14,738 (+32%)

Value$694.2K (+$117.9K)

Filed 2026-11-06

Nations Financial Group Inc,

DECREASED

Shares58,343 from 61,645

Change-3,302 (-5%)

Value$670.9K (-$107.6K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

INCREASED

Shares56,661 from 39,748

Change+16,913 (+43%)

Value$651.6K (+$149.6K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares35,822 from 36,110

Change-288 (-1%)

Value$412.0K (-$44.1K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

NEW

Shares26,500

Change+26,500

Value$304.8K

Filed 2026-10-16

Choreo, LLC

INCREASED

Shares21,652 from 20,327

Change+1,325 (+7%)

Value$249.3K (-$7.5K)

Filed 2026-10-28

Integrity Advisory Solutions, LLC

INCREASED

Shares21,508 from 14,221

Change+7,287 (+51%)

Value$247.3K (+$67.7K)

Filed 2026-10-29

NWF Advisory Services Inc.

UNCHANGED

Shares20,050 from 20,050

Change0 (0%)

Value$230.6K (-$22.7K)

Filed 2026-10-19

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares15,435 from 15,435

Change0 (0%)

Value$177.5K (-$17.4K)

Filed 2026-11-05

E&G Advisors, LLC

UNCHANGED

Shares15,386 from 15,386

Change0 (0%)

Value$176.9K (-$17.4K)

Filed 2026-10-13

Key Capital Management, Inc

INCREASED

Shares9,294 from 960

Change+8,334 (+868%)

Value$106.9K (+$94.8K)

Filed 2026-11-03

Wolverine Asset Management LLC

DECREASED

Shares9,211 from 10,577

Change-1,366 (-13%)

Value$105.9K (-$27.7K)

Filed 2026-11-02

Spire Wealth Management

UNCHANGED

Shares8,500 from 8,500

Change0 (0%)

Value$97.8K (-$9.6K)

Filed 2026-10-30

CoreCap Advisors, LLC

INCREASED

Shares5,529 from 3,584

Change+1,945 (+54%)

Value$63.6K (+$18.3K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares2,552 from 2,552

Change0 (0%)

Value$29.3K (-$2.9K)

Filed 2026-11-04

Noble Wealth Management PBC

INCREASED

Shares1,008 from 994

Change+14 (+1%)

Value$11.6K (-$964)

Filed 2026-10-01

Triumph Capital Management

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$9.2K (-$904)

Filed 2026-10-14

Cassaday & Co Wealth Management LLC

NEW

Shares720

Change+720

Value$8.3K

Filed 2026-10-27

Brown, Lisle Ings, Inc.

NEW

Shares395

Change+395

Value$4.5K

Filed 2026-10-16

First Command Advisory Services, Inc.

NEW

Shares287

Change+287

Value$3.3K

Filed 2026-11-05

Boyd Watterson Asset Management LLC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$3.2K (-$311)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.9K (-$283)

Filed 2026-10-19

Wells Fargo & Company

N/A

Shares— from 1,913,094

Change-1,913,094 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 645,869

Change-645,869 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 432,308

Change-432,308 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 426,195

Change-426,195 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 345,648

Change-345,648 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 338,475

Change-338,475 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 249,723

Change-249,723 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 228,388

Change-228,388 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 224,560

Change-224,560 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 186,586

Change-186,586 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 150,623

Change-150,623 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 97,237

Change-97,237 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 95,453

Change-95,453 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 92,478

Change-92,478 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 80,409

Change-80,409 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 49,656

Change-49,656 (-100%)

Value—

&partners

N/A

Shares— from 41,145

Change-41,145 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40,526

Change-40,526 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 36,111

Change-36,111 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 27,117

Change-27,117 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 25,340

Change-25,340 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 23,113

Change-23,113 (-100%)

Value—

UBS Group AG

N/A

Shares— from 21,872

Change-21,872 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 19,639

Change-19,639 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,802

Change-18,802 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 16,940

Change-16,940 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 14,398

Change-14,398 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,059

Change-11,059 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 11,046

Change-11,046 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,283

Change-9,283 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 2,531

Change-2,531 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 970

Change-970 (-100%)

Value—

Ares Management LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 55

Change-55 (-100%)

Value—

	Status
AdvisorNet Financial, Inc	INCREASED	643,447	601,286	+42,161	+7%	$7.6M	$7.3M	-$342.6K	2026-10-15
United Advisor Group, LLC	DECREASED	352,053	354,015	-1,962	-1%	$4.5M	$4.0M	-$422.6K	2026-11-03
Hennion & Walsh Asset Management, Inc.	DECREASED	209,406	219,107	-9,701	-4%	$2.8M	$2.4M	-$359.2K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	199,121	157,252	+41,869	+27%	$2.0M	$2.3M	+$303.8K	2026-10-08
Shaker Financial Services, LLC	INCREASED	196,145	103,541	+92,604	+89%	$1.3M	$2.3M	+$947.9K	2026-10-14
Capital Investment Advisors, LLC	DECREASED	183,689	187,571	-3,882	-2%	$2.4M	$2.1M	-$256.6K	2026-10-22
Huntleigh Advisors, Inc.	INCREASED	176,168	175,097	+1,071	+1%	$2.2M	$2.0M	-$185.5K	2026-11-03
Curated Wealth Partners LLC	INCREASED	92,143	88,853	+3,290	+4%	$1.1M	$1.1M	-$62.6K	2026-10-15
LPL Financial LLC	INCREASED	60,367	45,629	+14,738	+32%	$576.3K	$694.2K	+$117.9K	2026-11-06
Nations Financial Group Inc,	DECREASED	58,343	61,645	-3,302	-5%	$778.6K	$670.9K	-$107.6K	2026-11-05
Closed-End Fund Advisors, Inc.	INCREASED	56,661	39,748	+16,913	+43%	$502.0K	$651.6K	+$149.6K	2026-11-04
Oppenheimer & Co Inc	DECREASED	35,822	36,110	-288	-1%	$456.1K	$412.0K	-$44.1K	2026-10-26
Concurrent Investment Advisors, LLC	NEW	26,500	—	+26,500	—	—	$304.8K	—	2026-10-16
Choreo, LLC	INCREASED	21,652	20,327	+1,325	+7%	$256.7K	$249.3K	-$7.5K	2026-10-28
Integrity Advisory Solutions, LLC	INCREASED	21,508	14,221	+7,287	+51%	$179.6K	$247.3K	+$67.7K	2026-10-29
NWF Advisory Services Inc.	UNCHANGED	20,050	20,050	0	0%	$253.2K	$230.6K	-$22.7K	2026-10-19
Williams Jones Wealth Management, Llc.	UNCHANGED	15,435	15,435	0	0%	$194.9K	$177.5K	-$17.4K	2026-11-05
E&G Advisors, LLC	UNCHANGED	15,386	15,386	0	0%	$194.3K	$176.9K	-$17.4K	2026-10-13
Key Capital Management, Inc	INCREASED	9,294	960	+8,334	+868%	$12.1K	$106.9K	+$94.8K	2026-11-03
Wolverine Asset Management LLC	DECREASED	9,211	10,577	-1,366	-13%	$133.6K	$105.9K	-$27.7K	2026-11-02
Spire Wealth Management	UNCHANGED	8,500	8,500	0	0%	$107.4K	$97.8K	-$9.6K	2026-10-30
CoreCap Advisors, LLC	INCREASED	5,529	3,584	+1,945	+54%	$45.3K	$63.6K	+$18.3K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	2,552	2,552	0	0%	$32.2K	$29.3K	-$2.9K	2026-11-04
Noble Wealth Management PBC	INCREASED	1,008	994	+14	+1%	$12.6K	$11.6K	-$964	2026-10-01
Triumph Capital Management	UNCHANGED	800	800	0	0%	$10.1K	$9.2K	-$904	2026-10-14
Cassaday & Co Wealth Management LLC	NEW	720	—	+720	—	—	$8.3K	—	2026-10-27
Brown, Lisle Ings, Inc.	NEW	395	—	+395	—	—	$4.5K	—	2026-10-16
First Command Advisory Services, Inc.	NEW	287	—	+287	—	—	$3.3K	—	2026-11-05
Boyd Watterson Asset Management LLC	UNCHANGED	275	275	0	0%	$3.5K	$3.2K	-$311	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$3.2K	$2.9K	-$283	2026-10-19
Wells Fargo & Company	N/A	—	1,913,094	-1,913,094	-100%	$24.2M	—	—	—
Morgan Stanley	N/A	—	645,869	-645,869	-100%	$8.2M	—	—	—
Guggenheim Capital LLC	N/A	—	432,308	-432,308	-100%	$5.5M	—	—	—
Penserra Capital Management LLC	N/A	—	426,195	-426,195	-100%	$5.4M	—	—	—
Invesco Ltd.	N/A	—	345,648	-345,648	-100%	$4.4M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	338,475	-338,475	-100%	$4.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	249,723	-249,723	-100%	$3.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	228,388	-228,388	-100%	$2.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	224,560	-224,560	-100%	$2.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	186,586	-186,586	-100%	$2.4M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	150,623	-150,623	-100%	$1.9M	—	—	—
Icon Advisers Inc	N/A	—	97,237	-97,237	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	95,453	-95,453	-100%	$1.2M	—	—	—
SIT Investment Associates Inc	N/A	—	92,478	-92,478	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	80,409	-80,409	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	49,656	-49,656	-100%	$627.0K	—	—	—
&partners	N/A	—	41,145	-41,145	-100%	$519.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	40,526	-40,526	-100%	$511.9K	—	—	—
Stifel Financial Corp	N/A	—	36,111	-36,111	-100%	$456.1K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	27,117	-27,117	-100%	$342.5K	—	—	—
Jane Street Group, LLC	N/A	—	25,340	-25,340	-100%	$320.0K	—	—	—
Cetera Investment Advisers	N/A	—	23,113	-23,113	-100%	$291.9K	—	—	—
UBS Group AG	N/A	—	21,872	-21,872	-100%	$276.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	19,639	-19,639	-100%	$248.0K	—	—	—
XTX Topco Ltd	N/A	—	18,802	-18,802	-100%	$237.5K	—	—	—
World Investment Advisors	N/A	—	16,940	-16,940	-100%	$211.8K	—	—	—
Composition Wealth, LLC	N/A	—	15,000	-15,000	-100%	$189.5K	—	—	—
Waverly Advisors, LLC	N/A	—	14,398	-14,398	-100%	$181.8K	—	—	—
Focus Partners Wealth	N/A	—	13,000	-13,000	-100%	$164.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,059	-11,059	-100%	$139.7K	—	—	—
Founders Financial Alliance, LLC	N/A	—	11,046	-11,046	-100%	$139.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	10,000	-10,000	-100%	$126.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,283	-9,283	-100%	$117.3K	—	—	—
Webster Bank, N. A.	N/A	—	2,531	-2,531	-100%	$32.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	970	-970	-100%	$12.3K	—	—	—
Ares Management LLC	N/A	—	59	-59	-100%	$745	—	—	—
Fiduciary Financial Advisors	N/A	—	55	-55	-100%	$694	—	—	—

Showing 67 of 67 institutions