Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ARES CAPITAL CORP · COM · quarter ended 2026-03-31 · 10 members disclosed ARCC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 644 holders are listed, largest first: 644
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $3.6B
holders whose share count rose or who opened the position (new + add), by shares: 324
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 98

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ARCC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MORGAN STANLEY	$295M	16,354,360	−1,204,221	TRIM
2	UBS Group AG	$258M	14,316,545	+3,114,640	ADD
3	BANK OF AMERICA CORP /DE/	$165M	9,135,454	+1,259,230	ADD
4	Generali Asset Management SPA SGR	$136M	7,547,995	+2,495,876	ADD
5	TWO SIGMA INVESTMENTS, LP	$132M	7,306,344	+4,338,605	ADD
6	Legal & General Group Plc	$108M	5,975,008	+566,941	ADD
7	Allen Investment Management, LLC	$92.9M	300,221	−2,786,228	TRIM
8	WELLS FARGO & COMPANY/MN	$80.8M	4,486,606	+98,969	ADD
9	LPL Financial LLC	$72.8M	4,038,185	−172,180	TRIM
10	Advisors Capital Management, LLC	$70.9M	3,934,406	+367,616	ADD
11	AMERIPRISE FINANCIAL INC	$68.0M	3,775,904	−387,074	TRIM
12	HighTower Advisors, LLC	$63.7M	3,534,933	+1,087,875	ADD
13	RAYMOND JAMES FINANCIAL INC	$62.1M	3,448,614	+286,690	ADD
14	CONFLUENCE INVESTMENT MANAGEMENT LLC	$61.9M	3,435,289	−107,483	TRIM
15	Evercore Wealth Management, LLC	$56.2M	3,121,008	+182,651	ADD
16	CITADEL ADVISORS LLC	$52.6M	2,917,662	−5,159,501	TRIM
17	OMERS ADMINISTRATION Corp	$51.1M	2,834,469	+474,414	ADD
18	ROYAL BANK OF CANADA	$48.1M	2,669,192	−345,189	TRIM
19	STIFEL FINANCIAL CORP	$47.5M	2,638,719	+36,714	ADD
20	ARES MANAGEMENT LLC	$47.1M	2,612,475	+366,665	ADD
21	BlackRock, Inc.	$43.2M	2,396,560	−766,465	TRIM
22	Rockefeller Capital Management L.P.	$41.3M	2,290,796	+39,359	ADD
23	Progeny 3, Inc.	$40.1M	2,224,728	0	NO CHANGE
24	Muzinich & Co., Inc.	$40.0M	2,220,399	+77,793	ADD
25	D. E. Shaw & Co., Inc.	$35.8M	1,987,725	+1,357,458	ADD
26	OSAIC HOLDINGS, INC.	$32.8M	1,818,471	−753,741	TRIM
27	NOMURA ASSET MANAGEMENT CO LTD	$32.1M	1,783,165	+23,007	ADD
28	FRANKLIN RESOURCES INC	$30.8M	1,710,333	+203,865	ADD
29	Sumitomo Mitsui Trust Group, Inc.	$30.7M	1,706,211	+34,937	ADD
30	JUPITER ASSET MANAGEMENT LTD	$30.4M	1,732,516	+1,732,516	NEW
31	Altshuler Shaham Ltd	$29.7M	1,650,000	0	NO CHANGE
32	CAPITAL ADVISORS INC/OK	$28.4M	1,575,250	+6,881	ADD
33	Ensign Peak Advisors, Inc	$25.9M	1,440,000	+1,190,000	ADD
34	Cetera Investment Advisers	$25.7M	1,424,860	−48,204	TRIM
35	Michael & Susan Dell Foundation	$23.9M	1,324,362	+34,768	ADD
36	BRUNI J V & CO /CO	$23.0M	1,279,040	+1,637	ADD
37	STEPHENS INC /AR/	$21.3M	1,183,795	+47,535	ADD
38	Focus Partners Wealth	$21.0M	1,163,561	+464,634	ADD
39	Baird Financial Group, Inc.	$19.6M	1,090,155	+1,090,155	NEW
40	Apollon Wealth Management, LLC	$19.0M	1,055,150	+843,313	ADD
41	ENVESTNET ASSET MANAGEMENT INC	$18.7M	1,039,084	+236,523	ADD
42	Trexquant Investment LP	$18.7M	1,036,648	+204,235	ADD
43	Cerity Partners LLC	$18.1M	1,001,805	+193,169	ADD
44	Corient Private Wealth LLC	$16.4M	961,282	−1,423,358	TRIM
45	Melia Wealth LLC	$14.7M	815,892	+5,660	ADD
46	SIGMA INVESTMENT COUNSELORS INC	$14.5M	807,352	+14,767	ADD
47	Qube Research & Technologies Ltd	$14.5M	806,521	+317,984	ADD
48	BALYASNY ASSET MANAGEMENT L.P.	$14.3M	793,709	−214,642	TRIM
49	TECTONIC ADVISORS LLC	$13.5M	747,638	+85,105	ADD
50	COMMONWEALTH EQUITY SERVICES, LLC	$13.0M	722,561	−107,413	TRIM
51	Edgemoor Investment Advisors, Inc.	$12.9M	715,985	+11,012	ADD
52	Naviter Wealth, LLC	$12.8M	708,827	+80,603	ADD
53	Estate Planners Group, LLC	$12.2M	679,446	—	NO PRIOR
54	Baltimore-Washington Financial Advisors, Inc.	$11.8M	654,579	+41,208	ADD
55	D.A. DAVIDSON & CO.	$11.6M	645,908	+28,206	ADD
56	Lido Advisors, LLC	$11.4M	632,530	+15,570	ADD
57	BARCLAYS PLC	$11.0M	611,820	−229,738	TRIM
58	Chicago Partners Investment Group LLC	$11.0M	575,626	−15	TRIM
59	LGT Group Foundation	$11.0M	609,697	+91,348	ADD
60	Invesco Ltd.	$10.8M	598,395	+155,468	ADD
61	Columbus Macro, LLC	$10.4M	579,667	+24,863	ADD
62	CITIGROUP INC	$9.5M	525,414	−2,550	TRIM
63	Bell Bank	$9.3M	517,344	−17,242	TRIM
64	STATE STREET CORP	$8.7M	483,108	+33,763	ADD
65	OPPENHEIMER & CO INC	$8.5M	469,301	+48,160	ADD
66	MILLENNIUM MANAGEMENT LLC	$8.3M	463,040	−426,580	TRIM
67	Pathstone Holdings, LLC	$8.3M	459,845	+70,079	ADD
68	CIBC Bancorp USA Inc.	$8.0M	442,872	—	NO PRIOR
69	Gilbert & Cook, Inc.	$8.0M	442,156	−59,198	TRIM
70	Advisors Asset Management, Inc.	$7.9M	440,185	+9,514	ADD
71	BLAIR WILLIAM & CO/IL	$7.9M	436,676	+204,209	ADD
72	Beacon Pointe Advisors, LLC	$7.8M	435,062	+178,130	ADD
73	Steward Partners Investment Advisory, LLC	$7.8M	430,105	−61,482	TRIM
74	MGO ONE SEVEN LLC	$7.5M	416,987	+458	ADD
75	LGT Fund Management Co Ltd.	$7.4M	412,481	+412,481	NEW
76	&PARTNERS	$7.4M	407,399	+25,261	ADD
77	Merit Financial Group, LLC	$7.2M	398,372	+115,864	ADD
78	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$7.1M	391,347	+391,347	NEW
79	one8zero8, LLC	$7.0M	387,001	+12,029	ADD
80	Kestra Advisory Services, LLC	$7.0M	386,705	−56,211	TRIM
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.8M	378,669	+66,329	ADD
82	DENALI ADVISORS LLC	$6.8M	377,611	−14,818	TRIM
83	SCS Capital Management LLC	$6.7M	371,371	−82,315	TRIM
84	Carnegie Investment Counsel	$6.6M	365,723	−43,812	TRIM
85	PALISADE CAPITAL MANAGEMENT, LP	$6.6M	365,137	−186,649	TRIM
86	ROMANO BROTHERS AND COMPANY	$6.6M	363,846	−2,061	TRIM
87	Enstar Group LTD	$6.5M	363,351	+8,396	ADD
88	NEW SOUTH CAPITAL MANAGEMENT INC	$6.5M	360,970	−12,088	TRIM
89	SFMG, LLC	$6.3M	352,188	−12,704	TRIM
90	Clearstead Advisors, LLC	$6.3M	350,765	+4,778	ADD
91	Mutual Advisors, LLC	$6.2M	346,554	+3,379	ADD
92	Smith Asset Management Co., LLC	$6.2M	344,279	+29,081	ADD
93	Prairiewood Capital, LLC	$6.2M	341,678	+38,396	ADD
94	Private Advisor Group, LLC	$6.1M	339,619	+6,839	ADD
95	Trinity Financial Advisors LLC	$6.1M	338,391	+338,391	NEW
96	FOUNDATIONS INVESTMENT ADVISORS, LLC	$6.0M	335,685	−11,572	TRIM
97	Blume Capital Management, Inc.	$6.0M	331,490	+330,790	ADD
98	RIVERNORTH CAPITAL MANAGEMENT, LLC	$5.8M	319,326	+319,326	NEW
99	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$5.6M	315,183	+1,725	ADD
100	Baugh & Associates, LLC	$5.5M	304,122	+73,672	ADD
101	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$5.3M	295,154	−15,266	TRIM
102	Sargent Investment Group, LLC	$5.2M	289,212	+6,296	ADD
103	Obermeyer Wealth Partners	$5.2M	286,452	−126,699	TRIM
104	Creative Planning	$5.0M	279,112	−66,577	TRIM
105	AE Wealth Management LLC	$5.0M	278,472	+48,439	ADD
106	INDEPENDENT FINANCIAL GROUP, LLC	$4.9M	273,308	—	NO PRIOR
107	Gateway Wealth Partners, LLC	$4.8M	269,136	+141,844	ADD
108	Liberty Mutual Group Asset Management Inc.	$4.8M	267,446	−122,516	TRIM
109	GROUP ONE TRADING LLC	$4.8M	263,956	+263,956	NEW
110	EVERGREEN CAPITAL MANAGEMENT LLC	$4.7M	262,394	+1,166	ADD
111	KAVAR CAPITAL PARTNERS GROUP, LLC	$4.7M	262,319	+262,319	NEW
112	Mirador Capital Partners LP	$4.7M	259,288	+6,987	ADD
113	Texas Capital Bank Wealth Management Services Inc	$4.5M	247,997	+6,907	ADD
114	Bank of New York Mellon Corp	$4.3M	240,483	+83,841	ADD
115	Perennial Advisors, LLC	$4.3M	236,129	+5,204	ADD
116	Wealthcare Advisory Partners LLC	$4.2M	231,061	+2,530	ADD
117	Challenger Wealth Management	$4.1M	225,180	−20,611	TRIM
118	SALEM INVESTMENT COUNSELORS INC	$4.0M	223,081	−34,774	TRIM
119	BROWN, LISLE/CUMMINGS, INC.	$4.0M	219,475	+23,200	ADD
120	CONDOR CAPITAL MANAGEMENT	$4.0M	219,373	−12,553	TRIM
121	TICINO WEALTH	$3.9M	209,448	+76,298	ADD
122	Mariner, LLC	$3.9M	216,352	−3,375	TRIM
123	FINANCIAL MANAGEMENT NETWORK INC	$3.8M	212,493	+37,647	ADD
124	Truvestments Capital LLC	$3.8M	212,106	+13,680	ADD
125	Clear Creek Financial Management, LLC	$3.7M	206,323	+12,946	ADD
126	IEQ CAPITAL, LLC	$3.7M	203,820	+66,973	ADD
127	M&G Plc	$3.6M	200,000	0	NO CHANGE
128	Jefferies Financial Group Inc.	$3.6M	198,914	+173,362	ADD
129	BALDWIN WEALTH PARTNERS LLC/MA	$3.6M	197,428	+197,428	NEW
130	Avior Wealth Management, LLC	$3.5M	195,035	+195,035	NEW
131	Point72 Asset Management, L.P.	$3.5M	194,124	−38,067	TRIM
132	STABLEFORD CAPITAL II LLC	$3.5M	192,164	+46,523	ADD
133	FIRST NATIONAL TRUST CO	$3.4M	191,136	0	NO CHANGE
134	Family Manage LLC	$3.4M	188,441	+87,298	ADD
135	Waverly Advisors, LLC	$3.4M	186,373	+3,798	ADD
136	Bayview Asset Management, LLC	$3.3M	185,258	−84,774	TRIM
137	Baker Avenue Asset Management, LP	$3.3M	184,666	+16,228	ADD
138	Providence Capital Advisors, LLC	$3.1M	174,179	+4,628	ADD
139	Intellectus Partners, LLC	$3.1M	171,972	+21,584	ADD
140	CIBC WORLD MARKET INC.	$3.1M	171,134	−18,087	TRIM
141	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.1M	170,283	+11,525	ADD
142	IHT Wealth Management, LLC	$3.0M	168,260	+8,983	ADD
143	U.S. Capital Wealth Advisors, LLC	$3.0M	167,997	+26,233	ADD
144	Joel Isaacson & Co., LLC	$3.0M	166,353	+893	ADD
145	Independent Advisor Alliance	$3.0M	165,466	−19,726	TRIM
146	MARATHON CAPITAL MANAGEMENT	$3.0M	165,203	+358	ADD
147	LFG Wealth Partners, LLC	$3.0M	164,037	+42,384	ADD
148	Cornerstone Select Advisors, LLC	$2.9M	163,540	+9,015	ADD
149	Curated Wealth Partners LLC	$2.9M	161,868	+8,660	ADD
150	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.9M	160,789	−175,365	TRIM
151	Sigma Planning Corp	$2.8M	158,119	−5,358	TRIM
152	Generali Investments CEE, investicni spolecnost, a.s.	$2.8M	154,261	−7,864	TRIM
153	HB Wealth Management, LLC	$2.7M	152,189	−59,305	TRIM
154	Cornerstone Advisory, LLC	$2.7M	151,144	+5,201	ADD
155	AA Financial Advisors, LLC	$2.7M	148,428	+84,100	ADD
156	Uniplan Investment Counsel, Inc.	$2.6M	144,315	−4,804	TRIM
157	NewEdge Advisors, LLC	$2.6M	143,818	+143,818	NEW
158	NewEdge Wealth, LLC	$2.6M	143,316	+13,776	ADD
159	Prospera Financial Services Inc	$2.6M	142,360	+44,067	ADD
160	Larson Financial Group LLC	$2.5M	137,558	+7,303	ADD
161	Taylor Frigon Capital Management LLC	$2.4M	134,528	−4,155	TRIM
162	Brendel Financial Advisors LLC	$2.4M	133,598	+5,570	ADD
163	TRUIST FINANCIAL CORP	$2.4M	133,576	+3,465	ADD
164	CWM, LLC	$2.3M	126,410	−96,011	TRIM
165	Plan Group Financial, LLC	$2.2M	121,545	+17,038	ADD
166	Granite FO LLC	$2.1M	118,310	−31,000	TRIM
167	JOHNSON INVESTMENT COUNSEL INC	$2.1M	118,035	−545	TRIM
168	FIFTH THIRD BANCORP	$2.1M	115,749	+110,092	ADD
169	BROWN ADVISORY INC	$2.1M	115,615	−10,551	TRIM
170	Squarepoint Ops LLC	$2.1M	114,764	−29,746	TRIM
171	WINTON GROUP Ltd	$2.0M	113,302	+113,302	NEW
172	Hennion & Walsh Asset Management, Inc.	$2.0M	112,574	−33,114	TRIM
173	United Advisor Group, LLC	$2.0M	112,164	+6,563	ADD
174	Palogic Value Management, L.P.	$2.0M	110,670	+99	ADD
175	WCG Wealth Advisors LLC	$1.9M	106,520	−138	TRIM
176	Black Swift Group, LLC	$1.9M	103,080	+103,080	NEW
177	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$1.8M	102,310	−1,853	TRIM
178	MBM WEALTH CONSULTANTS, LLC	$1.8M	101,651	+9,156	ADD
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.8M	100,374	0	NO CHANGE
180	EAGLE GLOBAL ADVISORS LLC	$1.8M	99,760	0	NO CHANGE
181	Sculati Wealth Management, LLC	$1.8M	97,655	−7,821	TRIM
182	Essex Financial Services, Inc.	$1.7M	96,963	−6,999	TRIM
183	Integras Partners LLC	$1.7M	96,926	+9,443	ADD
184	NATIXIS	$1.7M	96,920	+48,500	ADD
185	AQR CAPITAL MANAGEMENT LLC	$1.7M	96,852	+13,834	ADD
186	J.W. COLE ADVISORS, INC.	$1.7M	96,339	+3,658	ADD
187	HUB Investment Partners, LLC	$1.7M	95,457	+37,996	ADD
188	Kingsview Wealth Management, LLC	$1.7M	94,803	+4,111	ADD
189	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7M	92,957	−16,495	TRIM
190	ExodusPoint Capital Management, LP	$1.7M	92,643	−13,491	TRIM
191	BankPlus Trust Department	$1.7M	91,931	−3,501	TRIM
192	Texas Yale Capital Corp.	$1.7M	91,825	−6,725	TRIM
193	Freestone Capital Holdings, LLC	$1.6M	89,823	+89,823	NEW
194	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.6M	89,015	−8,781	TRIM
195	Savvy Advisors, Inc.	$1.6M	88,824	+13,679	ADD
196	Sanctuary Advisors, LLC	$1.6M	88,235	−366	TRIM
197	CAXTON ASSOCIATES LLP	$1.5M	85,452	+18,763	ADD
198	MML INVESTORS SERVICES, LLC	$1.5M	85,220	+4,088	ADD
199	Marble Wealth, LLC	$1.5M	84,247	−122,566	TRIM
200	Engineers Gate Manager LP	$1.5M	83,854	−41,587	TRIM
201	Legacy Capital Wealth Partners, LLC	$1.5M	83,838	+11,540	ADD
202	Lansforsakringar Fondforvaltning AB (publ)	$1.5M	83,100	+10,044	ADD
203	Savant Capital, LLC	$1.5M	82,438	+532	ADD
204	Stonebridge Financial Planning Group, LLC	$1.5M	81,975	−6,740	TRIM
205	Quantinno Capital Management LP	$1.5M	81,043	+32,687	ADD
206	Ayrshire Capital Management LLC	$1.4M	80,366	−1,905	TRIM
207	Brown Miller Wealth Management, LLC	$1.4M	80,336	+2,138	ADD
208	Bank of New Hampshire	$1.4M	79,694	−3,963	TRIM
209	Vestmark Advisory Solutions, Inc.	$1.4M	79,658	+78	ADD
210	ELEVATION POINT WEALTH PARTNERS, LLC	$1.4M	79,658	+78	ADD
211	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.4M	79,146	+79,146	NEW
212	Register Financial Advisors LLC	$1.4M	79,038	+3,150	ADD
213	CASTLE WEALTH MANAGEMENT LLC	$1.4M	78,794	+11,787	ADD
214	Eos Management, L.P.	$1.4M	78,500	−61,500	TRIM
215	Empowered Funds, LLC	$1.4M	78,137	+39,334	ADD
216	DELPHI FINANCIAL GROUP, INC.	$1.4M	77,000	+52,000	ADD
217	Western Wealth Management, LLC	$1.4M	76,957	+76,957	NEW
218	Athena Wealth Management, LLC	$1.4M	76,781	—	NO PRIOR
219	1832 Asset Management L.P.	$1.4M	76,300	0	NO CHANGE
220	RDA Financial Network	$1.4M	76,263	−3,835	TRIM
221	NAPLES GLOBAL ADVISORS, LLC	$1.4M	75,952	+5,977	ADD
222	Samalin Investment Counsel, LLC	$1.4M	75,120	−2,652	TRIM
223	PRELUDE CAPITAL MANAGEMENT, LLC	$1.4M	75,000	+75,000	NEW
224	Summit Financial, LLC	$1.3M	74,069	+1,591	ADD
225	MERCER GLOBAL ADVISORS INC /ADV	$1.3M	73,762	−6,461	TRIM
226	Spire Wealth Management	$1.3M	72,393	−228	TRIM
227	CERTIOR FINANCIAL GROUP, LLC	$1.3M	72,315	+18,320	ADD
228	Banque Cantonale Vaudoise	$1.3M	70,000	−74,000	TRIM
229	Mesirow Financial Investment Management, Inc.	$1.2M	68,302	−61,631	TRIM
230	Linden Thomas Advisory Services, LLC	$1.2M	67,717	+2,361	ADD
231	Pettinga Financial Advisors LLC	$1.2M	67,700	+67,700	NEW
232	Ashton Thomas Private Wealth, LLC	$1.2M	67,506	+4,756	ADD
233	Concurrent Investment Advisors, LLC	$1.2M	66,871	−7,282	TRIM
234	Wealthfront Advisers LLC	$1.2M	66,422	−1,196	TRIM
235	Tidal Investments LLC	$1.2M	66,297	−1,456	TRIM
236	HSBC HOLDINGS PLC	$1.2M	66,100	−62,900	TRIM
237	NATIONAL BANK OF CANADA /FI/	$1.2M	65,858	+217	ADD
238	Permanens Capital L.P.	$1.2M	65,544	0	NO CHANGE
239	Key Client Fiduciary Advisors, LLC	$1.2M	65,364	+3,906	ADD
240	Dickmeyer Boyce Financial Management, Inc.	$1.1M	63,395	—	NO PRIOR
241	ProShare Advisors LLC	$1.1M	63,227	−1,275	TRIM
242	VPR Management LLC	$1.1M	62,618	+24,545	ADD
243	Global Wealth Management Investment Advisory, Inc.	$1.1M	62,577	+5,276	ADD
244	Wilmington Savings Fund Society, FSB	$1.1M	62,529	−2,500	TRIM
245	Modern Wealth Management, LLC	$1.1M	63,447	+3,448	ADD
246	FLC Capital Advisors	$1.1M	62,195	+11,085	ADD
247	Marex Group Ltd	$1.1M	61,647	−13,132	TRIM
248	Atlantic Union Bankshares Corp	$1.1M	61,479	−30,155	TRIM
249	LAZARI CAPITAL MANAGEMENT, INC.	$1.1M	60,550	+35,900	ADD
250	CASCADE INVESTMENT GROUP, INC.	$1.1M	59,245	−650	TRIM
251	AlphaCore Capital LLC	$1.0M	57,268	+16,320	ADD
252	Pallas Capital Advisors LLC	$1.0M	56,329	+265	ADD
253	DAVENPORT & Co LLC	$1.0M	55,897	−840	TRIM
254	C2C Wealth Management, LLC	$1.0M	55,850	+6,000	ADD
255	Lantz Financial LLC	$1.0M	55,671	−1,398	TRIM
256	Independent Wealth Network Inc.	$1.0M	55,495	+2,254	ADD
257	Onyx Bridge Wealth Group LLC	$987K	54,800	+1,748	ADD
258	Accel Wealth Management	$986K	54,710	−412	TRIM
259	Inspire Advisors, LLC	$981K	54,438	+786	ADD
260	COMMERCE BANK	$972K	53,967	+4,797	ADD
261	Elemental Capital Partners LLC	$967K	53,643	+53,643	NEW
262	Avidian Wealth Enterprises, LLC	$965K	53,563	+24,649	ADD
263	Allworth Financial LP	$959K	53,227	−4,813	TRIM
264	NFSG Corp	$948K	52,621	−112,149	TRIM
265	Encompass More Asset Management	$938K	52,055	+52,055	NEW
266	MQS Management LLC	$915K	50,785	+50,785	NEW
267	Investment Partners Asset Management, Inc.	$913K	50,647	−14,329	TRIM
268	MAGNOLIA CAPITAL ADVISORS LLC	$908K	50,366	−66,727	TRIM
269	Geneos Wealth Management Inc.	$907K	50,354	−5,448	TRIM
270	Havemeyer Place LP	$907K	50,326	+5,146	ADD
271	TRB Wealth Management, LLC	$901K	50,000	—	NO PRIOR
272	BKM Wealth Management, LLC	$901K	49,994	+2,997	ADD
273	Stratos Wealth Partners, LTD.	$894K	49,592	−9,667	TRIM
274	Graham Capital Management, L.P.	$892K	49,500	0	NO CHANGE
275	Equitable Holdings, Inc.	$875K	43,246	−2,604	TRIM
276	Brookstone Capital Management	$873K	48,434	+2,335	ADD
277	Cordoba Advisory Partners LLC	$856K	47,141	+2,705	ADD
278	DUNCKER STREETT & CO INC	$843K	46,766	−3,027	TRIM
279	Haven Private, LLC	$835K	46,348	+14,481	ADD
280	US BANCORP \DE\	$827K	45,868	+2,653	ADD
281	MERIDIAN INVESTMENT COUNSEL INC.	$826K	45,840	+2,400	ADD
282	LexAurum Advisors, LLC	$823K	45,661	—	NO PRIOR
283	Westbourne Investment Advisors, Inc.	$823K	45,650	−46	TRIM
284	Union Bancaire Privee, UBP SA	$822K	46,925	−66,052	TRIM
285	Carnegie Lake Advisors LLC	$819K	45,434	−20,679	TRIM
286	Beverly Hills Private Wealth, LLC	$817K	45,361	−3,613	TRIM
287	Brevan Howard Capital Management LP	$808K	44,820	+26,916	ADD
288	Canal Capital Management, LLC	$806K	44,753	+11,798	ADD
289	Fiduciary Group, LLC	$792K	43,967	+11,257	ADD
290	Commerce Advisors, LLC	$788K	43,702	—	NO PRIOR
291	DIVERSIFY WEALTH MANAGEMENT, LLC	$782K	41,893	+28,960	ADD
292	Fieldview Capital Management, LLC	$776K	43,057	+768	ADD
293	Port Capital LLC	$775K	43,000	0	NO CHANGE
294	First Affirmative Financial Network	$769K	42,679	—	NO PRIOR
295	NISSAY ASSET MANAGEMENT CORP /JAPAN	$760K	42,186	−24,475	TRIM
296	Welch Financial Planning, LLC	$754K	41,835	−1,407	TRIM
297	Bank OZK	$742K	41,166	0	NO CHANGE
298	Koshinski Asset Management, Inc.	$732K	40,631	+1,733	ADD
299	Snowden Capital Advisors LLC	$713K	39,558	−34,046	TRIM
300	Mill Creek Capital Advisors, LLC	$707K	39,225	+39,225	NEW
301	KEYBANK NATIONAL ASSOCIATION/OH	$706K	39,195	+9,062	ADD
302	Focus Partners Advisor Solutions, LLC	$699K	38,841	+8,371	ADD
303	Tempus Wealth Planning, LLC	$696K	38,642	+5,000	ADD
304	Werlinich Asset Management, LLC	$694K	38,530	+500	ADD
305	ALBION FINANCIAL GROUP /UT	$688K	38,195	−5,070	TRIM
306	Activest Wealth Management	$682K	37,854	+4,072	ADD
307	Wedmont Private Capital	$678K	37,331	+6,948	ADD
308	Everstar Asset Management, LLC	$678K	37,669	−711	TRIM
309	Balboa Wealth Partners	$673K	37,367	−3,871	TRIM
310	TWO SIGMA SECURITIES, LLC	$669K	37,131	−1,592	TRIM
311	XTX Topco Ltd	$667K	37,014	−445,901	TRIM
312	Perigon Wealth Management, LLC	$655K	36,327	+1,627	ADD
313	First National Bank of Mount Dora, Trust Investment Services	$648K	35,964	—	NO PRIOR
314	VestGen Advisors, LLC	$647K	34,470	+9,521	ADD
315	PFG Advisors	$646K	35,849	+1,354	ADD
316	Monument Capital Management	$645K	35,801	−365	TRIM
317	NewSquare Capital LLC	$630K	34,944	+1,010	ADD
318	GUGGENHEIM CAPITAL LLC	$630K	34,942	+813	ADD
319	Midwest Trust Co	$620K	34,401	0	NO CHANGE
320	Founders Financial Alliance, LLC	$619K	34,333	−29	TRIM
321	FAMILY WEALTH PARTNERS, LLC	$595K	33,039	+7,796	ADD
322	Millennium Capital Advisors, LLC	$585K	32,455	0	NO CHANGE
323	Intrua Financial, LLC	$584K	32,384	+5,092	ADD
324	Cresset Asset Management, LLC	$581K	32,244	−2,392	TRIM
325	Palacios Wealth Management, LLC	$579K	30,224	+14,139	ADD
326	S&T BANK/PA	$576K	31,958	−24,028	TRIM
327	WESPAC Advisors, LLC	$573K	31,775	−3,174	TRIM
328	Access Investment Management LLC	$553K	30,675	−27,000	TRIM
329	Van Hulzen Asset Management, LLC	$552K	30,630	−539	TRIM
330	Compound Planning, Inc.	$551K	30,591	+2,415	ADD
331	COFG Advisors, LLC	$546K	30,282	−7,611	TRIM
332	Pinion Investment Advisors, LLC	$545K	30,254	−5,132	TRIM
333	Quad-Cities Investment Group, LLC	$542K	30,097	+166	ADD
334	MCDONALD PARTNERS LLC	$541K	30,000	+4,903	ADD
335	J. Safra Sarasin Holding AG	$541K	30,000	0	NO CHANGE
336	Canton Hathaway, LLC	$534K	29,640	0	NO CHANGE
337	Western Financial Corp/CA	$534K	29,639	+773	ADD
338	Hilltop Holdings Inc.	$533K	29,570	−2,289	TRIM
339	Triad Investment Management	$531K	29,458	0	NO CHANGE
340	BRADLEY FOSTER & SARGENT INC/CT	$529K	29,377	−14,080	TRIM
341	Pasadena Private Wealth, LLC	$528K	29,275	+500	ADD
342	Arax Advisory Partners	$527K	29,238	−860	TRIM
343	Capital Investment Advisors, LLC	$526K	29,179	−179	TRIM
344	Wealthcare Capital Partners, LLC	$525K	29,138	−1,576	TRIM
345	JBR Co Financial Management Inc	$505K	24,985	0	NO CHANGE
346	ROMAN BUTLER FULLERTON & CO	$504K	27,713	+528	ADD
347	PFG Investments, LLC	$487K	27,002	−999	TRIM
348	Clearstead Trust, LLC	$482K	26,753	+702	ADD
349	Lewis Asset Management, LLC	$479K	26,594	−1,894	TRIM
350	Cornerstone Wealth Management, LLC	$477K	26,460	−4,973	TRIM
351	Closed-End Fund Advisors, Inc.	$477K	26,446	−144,476	TRIM
352	WealthPlan Investment Management, LLC	$469K	26,046	−15,397	TRIM
353	Patriot Financial Group Insurance Agency, LLC	$469K	26,034	+13,557	ADD
354	Baron Financial Group, LLC	$468K	25,977	0	NO CHANGE
355	Venture Visionary Partners LLC	$468K	25,960	+964	ADD
356	Maia Wealth LLC	$465K	25,812	+710	ADD
357	Belpointe Asset Management LLC	$459K	25,444	−12,456	TRIM
358	Navis Wealth Advisors, LLC	$458K	25,400	+675	ADD
359	Ascent Group, LLC	$457K	25,386	−1,755	TRIM
360	Ausdal Financial Partners, Inc.	$454K	25,171	−356	TRIM
361	PRIVATE TRUST CO NA	$453K	25,143	−5,430	TRIM
362	Triumph Capital Management	$451K	25,031	+121	ADD
363	CARDIFF PARK ADVISORS, LLC	$445K	24,712	−13,087	TRIM
364	SAX WEALTH ADVISORS, LLC	$442K	21,842	0	NO CHANGE
365	Federation des caisses Desjardins du Quebec	$436K	24,220	−3,230	TRIM
366	SCOTIA CAPITAL INC.	$435K	24,113	+1,746	ADD
367	VISTA FINANCE, LLC	$434K	24,103	−461,807	TRIM
368	Severin Investments, LLC	$434K	24,067	+10,070	ADD
369	Virtus Investment Advisers, LLC	$430K	23,885	−2,859	TRIM
370	Glen Eagle Advisors, LLC	$427K	23,708	+19,580	ADD
371	DAYMARK WEALTH PARTNERS, LLC	$425K	23,569	+284	ADD
372	WHITENER CAPITAL MANAGEMENT, INC.	$423K	23,468	−243	TRIM
373	AUA CAPITAL MANAGEMENT, LLC	$422K	23,395	−4,195	TRIM
374	SILVER OAK SECURITIES, INCORPORATED	$420K	23,326	−1,607	TRIM
375	Moors & Cabot, Inc.	$419K	23,242	−4,185	TRIM
376	Parcion Private Wealth LLC	$414K	22,982	0	NO CHANGE
377	DCM Advisors, LLC	$414K	24,983	+1,733	ADD
378	AssuredPartners Investment Advisors, LLC	$413K	22,541	+3,343	ADD
379	Magnus Financial Group LLC	$409K	22,710	+600	ADD
380	BankPlus Wealth Management LLC	$406K	22,533	+849	ADD
381	SeaCrest Wealth Management, LLC	$405K	22,475	−931	TRIM
382	World Investment Advisors	$404K	22,396	+476	ADD
383	MAI Capital Management	$399K	22,122	−1,136	TRIM
384	GRIFFIN ASSET MANAGEMENT, INC.	$393K	21,790	−311	TRIM
385	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$389K	21,596	−5,149	TRIM
386	Garden State Investment Advisory Services LLC	$388K	21,535	−5	TRIM
387	J.M. Arbour, LLC	$387K	21,474	−34,925	TRIM
388	EIGHT 31 FINANCIAL, LLC	$387K	21,457	+570	ADD
389	CALTON & ASSOCIATES, INC.	$382K	21,182	+1,908	ADD
390	Accredited Investors Inc.	$378K	20,978	+10,023	ADD
391	Xcel Wealth Management, LLC	$378K	20,950	+15	ADD
392	Kathmere Capital Management, LLC	$376K	20,873	+20,873	NEW
393	Future Financial Wealth Managment LLC	$373K	19,650	−650	TRIM
394	Walleye Capital LLC	$370K	20,534	+20,534	NEW
395	Diversify Advisory Services, LLC	$370K	19,798	−8,388	TRIM
396	SIG BROKERAGE, LP	$370K	20,508	+20,508	NEW
397	Pinnacle Wealth Planning Services, Inc.	$368K	20,445	0	NO CHANGE
398	COMPASS CAPITAL CORP /MA/ /ADV	$368K	19,314	+506	ADD
399	RHODES INVESTMENT ADVISORS INC /ADV	$367K	20,375	—	NO PRIOR
400	EVOKE WEALTH, LLC	$365K	20,266	−5,177	TRIM
401	Perennial Investment Advisors, LLC	$360K	19,990	+228	ADD
402	MONECO ADVISORS, LLC	$358K	19,869	+2,295	ADD
403	CLARK FINANCIAL SERVICES GROUP INC /BD	$355K	19,693	+1,179	ADD
404	Trueblood Wealth Management, LLC	$354K	19,649	−1,498	TRIM
405	Glenview Trust Co	$352K	19,525	−5,530	TRIM
406	Wealth Quarterback LLC	$350K	19,439	+3,628	ADD
407	Prostatis Group LLC	$347K	19,272	+495	ADD
408	Bridgewealth Advisory Group, LLC	$346K	19,188	+698	ADD
409	Wealthspire Advisors, LLC	$345K	19,148	+19,148	NEW
410	Ethos Financial Group, LLC	$344K	19,107	0	NO CHANGE
411	Tradition Wealth Management, LLC	$344K	19,095	+284	ADD
412	Headlands Technologies LLC	$343K	19,056	+19,056	NEW
413	TCTC Holdings, LLC	$342K	19,000	0	NO CHANGE
414	COMMONS CAPITAL, LLC	$342K	19,000	0	NO CHANGE
415	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$341K	18,919	+7,438	ADD
416	Maridea Wealth Management LLC	$339K	18,805	−12,623	TRIM
417	NORTHERN TRUST CORP	$337K	18,688	−1,220,138	TRIM
418	BETO FINANCIAL GROUP, LLC	$337K	17,751	0	NO CHANGE
419	XML Financial, LLC	$334K	18,535	+266	ADD
420	Samjo Management, LLC	$333K	18,500	−10,000	TRIM
421	Sowell Financial Services LLC	$331K	18,348	−165	TRIM
422	Global Assets Advisory, LLC	$329K	18,268	−4,799	TRIM
423	Wealth Alliance Advisory Group, LLC	$326K	18,100	−1,752	TRIM
424	LVW Advisors, LLC	$326K	18,074	+159	ADD
425	Kovack Advisors, Inc.	$325K	18,109	−1,263	TRIM
426	Prosperity Consulting Group, LLC	$323K	17,941	−799	TRIM
427	Anfield Capital Management, LLC	$321K	17,796	+1,629	ADD
428	CHOREO, LLC	$320K	17,779	−2,085	TRIM
429	North Ground Capital	$320K	17,757	+17,757	NEW
430	Summit Trail Advisors, LLC	$317K	17,605	−16,578	TRIM
431	Advocate Investing Services LLC	$314K	17,410	+14,342	ADD
432	Tyche Wealth Partners LLC	$312K	17,341	+139	ADD
433	Kentucky Trust Co	$312K	17,296	+1,511	ADD
434	Trek Financial, LLC	$310K	17,195	−6,387	TRIM
435	GENTRY PRIVATE WEALTH, LLC	$307K	17,042	−1,278	TRIM
436	GREAT VALLEY ADVISOR GROUP, INC.	$299K	16,588	−1,613	TRIM
437	Formidable Asset Management, LLC	$298K	14,737	−9,457	TRIM
438	NorthRock Partners, LLC	$297K	16,477	−1,831	TRIM
439	Values Added Financial LLC	$297K	16,477	−1,353	TRIM
440	FAS Wealth Partners, Inc.	$296K	16,425	+62	ADD
441	Almanack Investment Partners, LLC.	$295K	16,347	+16,347	NEW
442	SageGuard Financial Group, LLC	$295K	16,346	−4,056	TRIM
443	Hudson Capital Management LLC	$293K	16,268	0	NO CHANGE
444	SANDERS MORRIS HARRIS LLC	$290K	16,099	+16,099	NEW
445	REICON WEALTH ADVISORS, LLC	$290K	16,066	+4,257	ADD
446	MOODY NATIONAL BANK TRUST DIVISION	$289K	16,056	+216	ADD
447	ANGELES WEALTH MANAGEMENT, LLC	$288K	16,000	0	NO CHANGE
448	Rayburn West Financial Services LLC	$287K	15,937	+523	ADD
449	TSA Wealth Managment LLC	$285K	15,823	+15,823	NEW
450	SIGNATUREFD, LLC	$285K	15,812	+3,233	ADD
451	Americana Partners, LLC	$283K	15,727	−20,773	TRIM
452	SAGESPRING WEALTH PARTNERS, LLC	$283K	15,678	+299	ADD
453	Spinnaker Investment Group, LLC	$278K	15,453	−1,500	TRIM
454	Clearwave Capital, LLC	$272K	15,120	0	NO CHANGE
455	CWS Financial Advisors, LLC	$270K	14,956	+582	ADD
456	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$268K	14,884	+14,884	NEW
457	Firestone Capital Management	$268K	14,850	0	NO CHANGE
458	SIMPLEX TRADING, LLC	$263K	14,603	+14,603	NEW
459	Jain Global LLC	$263K	14,602	+14,602	NEW
460	Cypress Wealth Services, LLC	$263K	14,579	−236	TRIM
461	Trivium Point Advisory, LLC	$262K	14,541	+855	ADD
462	Sequoia Financial Advisors, LLC	$262K	14,512	+381	ADD
463	Visionary Wealth Advisors	$256K	14,190	+328	ADD
464	BTG Pactual Asset Management US LLC	$255K	14,141	+14,141	NEW
465	Highlander Partners, L.P.	$252K	14,000	0	NO CHANGE
466	Ascentis Independent Advisors	$251K	13,943	−321	TRIM
467	FLAGSHIP HARBOR ADVISORS, LLC	$249K	13,813	+13,813	NEW
468	Successful Portfolios LLC	$247K	13,787	+10	ADD
469	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$246K	13,675	−21,313	TRIM
470	KORNITZER CAPITAL MANAGEMENT INC /KS	$241K	13,363	+52	ADD
471	FIRST MANHATTAN CO. LLC.	$241K	13,351	+13,351	NEW
472	Windsor Advisory Group, LLC	$240K	13,328	+13,328	NEW
473	Bison Wealth, LLC	$239K	12,723	0	NO CHANGE
474	OneDigital Investment Advisors LLC	$237K	13,151	−1,891	TRIM
475	Sepio Capital, LP	$234K	13,000	0	NO CHANGE
476	Purkiss Capital Advisors LLC	$234K	13,000	−1,093	TRIM
477	Fisher Asset Management, LLC	$233K	12,951	+12,951	NEW
478	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$232K	12,877	+189	ADD
479	StoneX Group Inc.	$232K	12,872	−32,637	TRIM
480	Forthright Family Wealth Advisory LLC	$229K	11,000	+11,000	NEW
481	Gallagher Fiduciary Advisors, LLC	$228K	12,667	+334	ADD
482	Bleakley Financial Group, LLC	$228K	12,643	+12,643	NEW
483	Brucke Financial, Inc.	$226K	12,536	+12,536	NEW
484	Autumn Glory Partners, LLC	$226K	12,535	0	NO CHANGE
485	Sage Investment Counsel LLC	$224K	12,420	+1,000	ADD
486	FULTON BREAKEFIELD BROENNIMAN LLC	$218K	12,082	0	NO CHANGE
487	CHAPIN DAVIS, INC.	$217K	12,033	+19	ADD
488	DEARBORN PARTNERS LLC	$216K	12,000	+12,000	NEW
489	Reliant Investment Partners, LLC	$215K	11,936	+818	ADD
490	Rothschild Wealth LLC	$215K	11,925	0	NO CHANGE
491	Vise Technologies, Inc.	$214K	10,585	0	NO CHANGE
492	Verdence Capital Advisors LLC	$210K	11,654	+11,654	NEW
493	B. Riley Wealth Advisors, Inc.	$210K	11,830	−12,367	TRIM
494	RFG Advisory, LLC	$210K	11,642	−1,463	TRIM
495	PROMETHIUM ADVISORS,LLC	$209K	11,586	0	NO CHANGE
496	SteelPeak Wealth, LLC	$206K	11,441	−11,289	TRIM
497	Stablepoint Partners, LLC	$205K	11,396	0	NO CHANGE
498	Alpha Omega Wealth Management LLC	$205K	11,377	+284	ADD
499	HM PAYSON & CO	$205K	11,361	−5,250	TRIM
500	MISSION WEALTH MANAGEMENT, LP	$203K	11,239	0	NO CHANGE

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ARCC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Pete Sessions R–TX-17 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $1.5M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ARES CAPITAL CORP

Merged timeline of congressional filings and notable-manager moves on ARCC
Date	Who	Change	Size
2026-07-24	Pete Sessions Congress	SELL	$1K–$15K
2026-05-14	Caxton Associates 13F	ADD	+18,763 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed ARCC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).