Who holds ARCCticker 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 ↗

644

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$3.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

324

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Sale	$1K–$15K
2026-05-14	Caxton Associates 13F	add	+18,763 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed ARCC — the congressional view ↗