CUSIP 04014F102COMARDCQ4 2025
15 filings · latest Jan 29, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.66M | $22.08M |
| 2 | Morgan Stanley | 494.4K | $6.58M |
| 3 | Advisornet Financial, Inc | 485.0K | $6.45M |
| 4 | Guggenheim Capital LLC | 446.5K | $5.94M |
| 5 | Foundations Investment Advisors, LLC | 429.4K | $5.71M |
| 6 | United Advisor Group, LLC | 350.0K | $4.65M |
| 7 | Invesco Ltd. | 340.1K | $4.52M |
| 8 | Advisors Asset Management, Inc. | 339.6K | $4.52M |
| 9 |
| 4 | Apr 25, 2025 | Wells Fargo &Amp; Company | 13G/A | 7.4% | 1.70M | SEC |
| 5 | Jan 23, 2025 | Wells Fargo &Amp; Company | 13G/A | 7.2% | 1.66M | SEC |
| 6 | Oct 25, 2024 | Wells Fargo &Amp; Company | 13G | 6.9% | 1.57M | SEC |
| 7 | Feb 15, 2023 | Guggenheim Capital LLC | 13G/A | 3.7% | 852.3K | SEC |
| 8 | Feb 8, 2023 | First Trust Portfolios LP | 13G/A | 2.7% | 628.6K | SEC |
| 9 | Feb 14, 2022 | Guggenheim Capital LLC | 13G | 6.1% | 1.39M | SEC |
| 10 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 7.7% | 1.77M | SEC |
See the full Schedule 13D/13G history for Ares Dynamic Cr Allocation F.
Unlock full history| Hennion & Walsh Asset Management, Inc. |
| 255.1K |
| $3.39M |
| 10 | Shaker Financial Services, LLC | 244.5K | $3.25M |