CUSIP 04014F102COMARDCQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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68 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.66M | $22.08M | −132.0K | Reduced |
| 2 | Morgan Stanley | 494.4K | $6.58M | +10.8K | Added |
| 3 | Advisornet Financial, Inc | 485.0K | $6.45M | +165.9K | Added |
| 4 | Guggenheim Capital LLC | 446.5K | $5.94M |
| +75.3K |
| Added |
| 5 | Foundations Investment Advisors, LLC | 429.4K | $5.71M | +59.1K | Added |
| 6 | United Advisor Group, LLC | 350.0K | $4.65M | −1.9K | Reduced |
| 7 | Invesco Ltd. | 340.1K | $4.52M | +13.9K | Added |
| 8 | Advisors Asset Management, Inc. | 339.6K | $4.52M | −81.2K | Reduced |
| 9 | Hennion & Walsh Asset Management, Inc. | 255.1K | $3.39M | −9.7K | Reduced |
| 10 | Shaker Financial Services, LLC | 244.5K | $3.25M | +244.5K | New |
See every fund holding Ares Dynamic Cr Allocation F, with full quarter-over-quarter share changes.
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