Filing Research | Ares Capital Corp. Institutional Holdings

Snapshot holdings

50 / 228 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	3.4MSH	$62.4M
2	Sound Income Strategies, LLC	Shares	2.8MSH	$51.3M
3	CAPITAL ADVISORS INC/OK	Shares	1.6MSH	$29.2M
4	Apollon Wealth Management, LLC	Shares	1.1MSH	$20.7M
5	TECTONIC ADVISORS LLC	Shares	845.0KSH	$15.7M
6	D.A. DAVIDSON & CO.	Shares	635.5KSH	$11.8M
7	Columbus Macro, LLC	Shares	543.4KSH	$10.1M
8	Bell Bank	Shares	515.8KSH	$9.6M
9	INDEPENDENT FINANCIAL GROUP, LLC	Shares	460.3KSH	$8.5M
10	BALDWIN WEALTH PARTNERS LLC/MA	Shares	439.0KSH	$8.1M
11	Merit Financial Group, LLC	Shares	406.9KSH	$7.5M
12	Trinity Financial Advisors LLC	Shares	374.0KSH	$6.9M
13	ROMANO BROTHERS AND COMPANY	Shares	358.8KSH	$6.6M
14	Smith Asset Management Co., LLC	Shares	349.8KSH	$6.5M
15	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	345.8KSH	$6.4M
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	282.4KSH	$5.3M
17	Baugh & Associates, LLC	Shares	268.3KSH	$5.0M
18	Wealthcare Advisory Partners LLC	Shares	264.0KSH	$4.9M
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	258.7KSH	$4.8M
20	Mirador Capital Partners LP	Shares	257.1KSH	$4.8M
21	TICINO WEALTH	Shares	243.9KSH	$4.5M
22	OLD SECOND NATIONAL BANK OF AURORA	Shares	224.3KSH	$4.2M
23	Perennial Advisors, LLC	Shares	224.2KSH	$4.2M
24	Farther Finance Advisors, LLC	Shares	223.2KSH	$4.1M
25	SALEM INVESTMENT COUNSELORS INC	Shares	196.1KSH	$3.6M
26	STABLEFORD CAPITAL II LLC	Shares	192.8KSH	$3.6M
27	Avior Wealth Management, LLC	Shares	188.3KSH	$3.5M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	165.3KSH	$3.1M
29	AA Financial Advisors, LLC	Shares	164.2KSH	$3.0M
30	Generali Investments CEE, investicni spolecnost, a.s.	Shares	154.3KSH	$2.9M
31	COMMUNITY TRUST & INVESTMENT CO	Shares	153.9KSH	$2.9M
32	Prospera Financial Services Inc	Shares	152.7KSH	$2.8M
33	Cottage Street Advisors LLC	Shares	145.5KSH	$2.7M
34	Taylor Frigon Capital Management LLC	Shares	136.3KSH	$2.5M
35	Hennion & Walsh Asset Management, Inc.	Shares	119.8KSH	$2.2M
36	Integras Partners LLC	Shares	114.8KSH	$2.1M
37	RIVERBRIDGE PARTNERS LLC	Shares	111.3KSH	$2.1M
38	Welch Financial Planning, LLC	Shares	111.0KSH	$2.1M
39	Brown Miller Wealth Management, LLC	Shares	102.5KSH	$1.9M
40	CERTIOR FINANCIAL GROUP, LLC	Shares	100.8KSH	$1.9M
41	J.W. COLE ADVISORS, INC.	Shares	95.9KSH	$1.8M
42	Bank of New Hampshire	Shares	84.1KSH	$1.6M
43	LAZARI CAPITAL MANAGEMENT, INC.	Shares	80.8KSH	$1.5M
44	Register Financial Advisors LLC	Shares	80.0KSH	$1.5M
45	Spire Wealth Management	Shares	79.2KSH	$1.5M
46	JOHNSON INVESTMENT COUNSEL INC	Shares	79.0KSH	$1.5M
47	Ayrshire Capital Management LLC	Shares	78.7KSH	$1.5M
48	RDA Financial Network	Shares	76.6KSH	$1.4M
49	Essential Investment Partners LLC	Shares	76.5KSH	$1.4M
50	Mayflower Financial Advisors, LLC	Shares	76.3KSH	$1.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 252 loaded

#		Instrument
1	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+241.6K	+$4.6M	$8.1M
2	OLD SECOND NATIONAL BANK OF AURORA new	Shares	+224.3K	+$4.2M	$4.2M
3	Sound Income Strategies, LLC added	Shares	+102.8K	+$4.0M	$51.3M
4	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+187.0K	+$3.6M	$8.5M
5	TECTONIC ADVISORS LLC added	Shares	+97.3K	+$2.2M	$15.7M
6	Apollon Wealth Management, LLC added	Shares	+61.8K	+$1.7M	$20.7M
7	Mayflower Financial Advisors, LLC new	Shares	+76.3K	+$1.4M	$1.4M
8	Welch Financial Planning, LLC added	Shares	+69.1K	+$1.3M	$2.1M
9	Farther Finance Advisors, LLC added	Shares	+61.5K	+$1.3M	$4.1M
10	River Street Advisors LLC new	Shares	+59.3K	+$1.1M	$1.1M
11	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+50.6K	+$1.1M	$6.4M
12	Trinity Financial Advisors LLC added	Shares	+35.6K	+$833.1K	$6.9M
13	CAPITAL ADVISORS INC/OK trimmed	Shares	-39	+$802.7K	$29.2M
14	Wealthcare Advisory Partners LLC added	Shares	+33.0K	+$729.0K	$4.9M
15	TICINO WEALTH added	Shares	+34.4K	+$597.4K	$4.5M
16	CERTIOR FINANCIAL GROUP, LLC added	Shares	+28.5K	+$565.0K	$1.9M
17	CIDEL ASSET MANAGEMENT INC new	Shares	+28.6K	+$530.0K	$530.0K
18	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-67.7K	+$497.3K	$62.4M
19	Lewis Asset Management, LLC added	Shares	+23.7K	+$451.9K	$931.1K
20	Brown Miller Wealth Management, LLC added	Shares	+22.1K	+$451.2K	$1.9M
21	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+22.8K	+$423.3K	$423.3K
22	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+20.3K	+$407.0K	$1.5M
23	Confluence Wealth Services, Inc. new	Shares	+21.3K	+$394.2K	$394.2K
24	Integras Partners LLC added	Shares	+17.8K	+$379.9K	$2.1M
25	AA Financial Advisors, LLC added	Shares	+15.8K	+$368.1K	$3.0M
26	Merit Financial Group, LLC added	Shares	+8.5K	+$360.7K	$7.5M
27	Cypress Wealth Services, LLC added	Shares	+18.1K	+$342.7K	$605.5K
28	Focus Financial Network, Inc. new	Shares	+18.0K	+$333.5K	$333.5K
29	Independent Wealth Network Inc. added	Shares	+13.6K	+$279.6K	$1.3M
30	Smith Asset Management Co., LLC added	Shares	+5.5K	+$277.3K	$6.5M
31	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+14.7K	+$273.2K	$273.2K
32	Prospera Financial Services Inc added	Shares	+10.3K	+$264.1K	$2.8M
33	Bell Bank trimmed	Shares	-1.5K	+$235.3K	$9.6M
34	Cordoba Advisory Partners LLC added	Shares	+11.0K	+$232.5K	$1.1M
35	Camelot Portfolios, LLC new	Shares	+12.5K	+$232.3K	$232.3K
36	180 WEALTH ADVISORS, LLC new	Shares	+11.5K	+$212.5K	$212.5K
37	PFG Investments, LLC added	Shares	+10.6K	+$209.6K	$696.2K
38	PENN DAVIS MCFARLAND INC new	Shares	+10.7K	+$197.6K	$197.6K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.5K	+$195.3K	$3.1M
40	Dynamic Advisor Solutions LLC new	Shares	+10.4K	+$193.5K	$193.5K
41	Hennion & Walsh Asset Management, Inc. added	Shares	+7.2K	+$191.1K	$2.2M
42	Hyposwiss Advisors SA added	Shares	+9.6K	+$182.4K	$358.3K
43	COMMUNITY TRUST & INVESTMENT CO added	Shares	+5.5K	+$178.2K	$2.9M
44	Spire Wealth Management added	Shares	+6.8K	+$162.7K	$1.5M
45	Avidian Wealth Enterprises, LLC added	Shares	+7.0K	+$157.1K	$1.1M
46	Triumph Capital Management added	Shares	+7.3K	+$148.4K	$599.4K
47	Secure Asset Management, LLC added	Shares	+7.2K	+$138.9K	$326.6K
48	D.A. DAVIDSON & CO. trimmed	Shares	-10.4K	+$136.2K	$11.8M
49	Bogart Wealth, LLC added	Shares	+7.0K	+$131.1K	$181.6K
50	Essential Investment Partners LLC added	Shares	+4.7K	+$123.7K	$1.4M

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