Institutional Ownership
Ares Dynamic Cr Allocation F
CUSIP 04014F102COMARDCQ1 2026
Institutional Holders
65
13F filers
Shares Held
8.38M
Aggregate institutional
Institutional Value
$90.45M
Q1 2026
Net New Holders
-5
9 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased19
Decreased24
Sold out14
Institutional Holders
65 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.59M | $19.32M | −71.8K | Reduced |
| 2 | Morgan Stanley | 508.9K | $6.19M | +14.5K | Added |
| 3 | Advisornet Financial, Inc | 503.0K | $6.12M | +18.0K | Added |
| 4 | Guggenheim Capital LLC | 416.4K | $5.06M | −30.1K | Reduced |
| 5 | Foundations Investment Advisors, LLC | 379.6K | $4.62M | −49.8K | Reduced |
| 6 | United Advisor Group, LLC | 358.9K | $4.36M | +8.9K | Added |
| 7 | Invesco Ltd. | 335.7K | $4.08M | −4.4K | Reduced |
| 8 | Shaker Financial Services, LLC | 331.2K | $4.03M | +86.7K | Added |
| 9 | Advisors Asset Management, Inc. | 324.7K | $3.95M | −14.9K | Reduced |
| 10 | Newedge Wealth, LLC | 257.2K | $3.13M | +13.3K | Added |
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