Public record / Tickers / ARCC

ARCC — ARES CAPITAL CORP

Both disclosure regimes on one name: who in Congress filed about ARCC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
35
all PTR rows naming ARCC
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
07-24
filed 2026-07-24
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $50.0K–$100K

Purchase · traded 2018-12-27 → filed 2019-02-02. Ranked over every ARCC row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ARCC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ARCC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-24Pete Sessions R–TX-17Sale · SP (spouse-owned)Traded 07-24 +0d$1K–$15K
2023-11-07Pete Sessions R–TX-17SaleTraded 11-01 +6d$1K–$15K
2023-10-13Pete Sessions R–TX-17Purchase · SP (spouse-owned)Traded 10-06 +7damount unparsed
2023-08-17Pete Sessions R–TX-17Purchase · SP (spouse-owned)Traded 08-15 +2damount unparsed
2023-07-15Pete Sessions R–TX-17Purchase · SP (spouse-owned)Traded 07-14 +1damount unparsed
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 35 ↗

Members active in ARCC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ARCC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Pete Sessions R–TX-171−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-24Pete Sessions CongressSale$1K–$15K
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ARCC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$295M1
2UBS Group AG$258M1
3BANK OF AMERICA CORP /DE/$165M1
4Generali Asset Management SPA SGR$136M1
5TWO SIGMA INVESTMENTS, LP$132M1
6Legal & General Group Plc$108M1
7Allen Investment Management, LLC$92.9M1
8WELLS FARGO & COMPANY/MN$80.8M1
9LPL Financial LLC$72.8M1
10Advisors Capital Management, LLC$70.9M1
11AMERIPRISE FINANCIAL INC$68.0M1
12HighTower Advisors, LLC$63.7M1
13RAYMOND JAMES FINANCIAL INC$62.1M1
14CONFLUENCE INVESTMENT MANAGEMENT LLC$61.9M1
15Evercore Wealth Management, LLC$56.2M1
16CITADEL ADVISORS LLC$52.6M1
17OMERS ADMINISTRATION Corp$51.1M1
18ROYAL BANK OF CANADA$48.1M1
19STIFEL FINANCIAL CORP$47.5M1
20ARES MANAGEMENT LLC$47.1M1
21BlackRock, Inc.$43.2M1
22Rockefeller Capital Management L.P.$41.3M1
23Progeny 3, Inc.$40.1M1
24Muzinich & Co., Inc.$40.0M1
25D. E. Shaw & Co., Inc.$35.8M1
26OSAIC HOLDINGS, INC.$32.8M1
27NOMURA ASSET MANAGEMENT CO LTD$32.1M1
28FRANKLIN RESOURCES INC$30.8M1
29Sumitomo Mitsui Trust Group, Inc.$30.7M1
30JUPITER ASSET MANAGEMENT LTD$30.4M1
31Altshuler Shaham Ltd$29.7M1
32CAPITAL ADVISORS INC/OK$28.4M1
33Ensign Peak Advisors, Inc$25.9M1
34Cetera Investment Advisers$25.7M1
35Michael & Susan Dell Foundation$23.9M1
36BRUNI J V & CO /CO$23.0M1
37STEPHENS INC /AR/$21.3M1
38Focus Partners Wealth$21.0M1
39Baird Financial Group, Inc.$19.6M1
40Apollon Wealth Management, LLC$19.0M1
41ENVESTNET ASSET MANAGEMENT INC$18.7M1
42Trexquant Investment LP$18.7M1
43Cerity Partners LLC$18.1M1
44Corient Private Wealth LLC$16.4M1
45Melia Wealth LLC$14.7M1
46SIGMA INVESTMENT COUNSELORS INC$14.5M1
47Qube Research & Technologies Ltd$14.5M1
48BALYASNY ASSET MANAGEMENT L.P.$14.3M1
49TECTONIC ADVISORS LLC$13.5M1
50COMMONWEALTH EQUITY SERVICES, LLC$13.0M1
51Edgemoor Investment Advisors, Inc.$12.9M1
52Naviter Wealth, LLC$12.8M1
53Estate Planners Group, LLC$12.2M1
54Baltimore-Washington Financial Advisors, Inc.$11.8M1
55D.A. DAVIDSON & CO.$11.6M1
56Lido Advisors, LLC$11.4M1
57BARCLAYS PLC$11.0M1
58Chicago Partners Investment Group LLC$11.0M1
59LGT Group Foundation$11.0M1
60Invesco Ltd.$10.8M1
61Columbus Macro, LLC$10.4M1
62CITIGROUP INC$9.5M1
63Bell Bank$9.3M1
64STATE STREET CORP$8.7M1
65OPPENHEIMER & CO INC$8.5M1
66MILLENNIUM MANAGEMENT LLC$8.3M1
67Pathstone Holdings, LLC$8.3M1
68CIBC Bancorp USA Inc.$8.0M1
69Gilbert & Cook, Inc.$8.0M1
70Advisors Asset Management, Inc.$7.9M1
71BLAIR WILLIAM & CO/IL$7.9M1
72Beacon Pointe Advisors, LLC$7.8M1
73Steward Partners Investment Advisory, LLC$7.8M1
74MGO ONE SEVEN LLC$7.5M1
75LGT Fund Management Co Ltd.$7.4M1
76&PARTNERS$7.4M1
77Merit Financial Group, LLC$7.2M1
78PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$7.1M1
79one8zero8, LLC$7.0M1
80Kestra Advisory Services, LLC$7.0M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
82DENALI ADVISORS LLC$6.8M1
83SCS Capital Management LLC$6.7M1
84Carnegie Investment Counsel$6.6M1
85PALISADE CAPITAL MANAGEMENT, LP$6.6M1
86ROMANO BROTHERS AND COMPANY$6.6M1
87Enstar Group LTD$6.5M1
88NEW SOUTH CAPITAL MANAGEMENT INC$6.5M1
89SFMG, LLC$6.3M1
90Clearstead Advisors, LLC$6.3M1
91Mutual Advisors, LLC$6.2M1
92Smith Asset Management Co., LLC$6.2M1
93Prairiewood Capital, LLC$6.2M1
94Private Advisor Group, LLC$6.1M1
95Trinity Financial Advisors LLC$6.1M1
96FOUNDATIONS INVESTMENT ADVISORS, LLC$6.0M1
97Blume Capital Management, Inc.$6.0M1
98RIVERNORTH CAPITAL MANAGEMENT, LLC$5.8M1
99INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$5.6M1
100Baugh & Associates, LLC$5.5M1
101FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$5.3M1
102Sargent Investment Group, LLC$5.2M1
103Obermeyer Wealth Partners$5.2M1
104Creative Planning$5.0M1
105AE Wealth Management LLC$5.0M1
106INDEPENDENT FINANCIAL GROUP, LLC$4.9M1
107Gateway Wealth Partners, LLC$4.8M1
108Liberty Mutual Group Asset Management Inc.$4.8M1
109GROUP ONE TRADING LLC$4.8M1
110EVERGREEN CAPITAL MANAGEMENT LLC$4.7M1
111KAVAR CAPITAL PARTNERS GROUP, LLC$4.7M1
112Mirador Capital Partners LP$4.7M1
113Texas Capital Bank Wealth Management Services Inc$4.5M1
114Bank of New York Mellon Corp$4.3M1
115Perennial Advisors, LLC$4.3M1
116Wealthcare Advisory Partners LLC$4.2M1
117Challenger Wealth Management$4.1M1
118SALEM INVESTMENT COUNSELORS INC$4.0M1
119BROWN, LISLE/CUMMINGS, INC.$4.0M1
120CONDOR CAPITAL MANAGEMENT$4.0M1
121TICINO WEALTH$3.9M1
122Mariner, LLC$3.9M1
123FINANCIAL MANAGEMENT NETWORK INC$3.8M1
124Truvestments Capital LLC$3.8M1
125Clear Creek Financial Management, LLC$3.7M1
126IEQ CAPITAL, LLC$3.7M1
127M&G Plc$3.6M1
128Jefferies Financial Group Inc.$3.6M1
129BALDWIN WEALTH PARTNERS LLC/MA$3.6M1
130Avior Wealth Management, LLC$3.5M1
131Point72 Asset Management, L.P.$3.5M1
132STABLEFORD CAPITAL II LLC$3.5M1
133FIRST NATIONAL TRUST CO$3.4M1
134Family Manage LLC$3.4M1
135Waverly Advisors, LLC$3.4M1
136Bayview Asset Management, LLC$3.3M1
137Baker Avenue Asset Management, LP$3.3M1
138Providence Capital Advisors, LLC$3.1M1
139Intellectus Partners, LLC$3.1M1
140CIBC WORLD MARKET INC.$3.1M1
141Universal- Beteiligungs- und Servicegesellschaft mbH$3.1M1
142IHT Wealth Management, LLC$3.0M1
143U.S. Capital Wealth Advisors, LLC$3.0M1
144Joel Isaacson & Co., LLC$3.0M1
145Independent Advisor Alliance$3.0M1
146MARATHON CAPITAL MANAGEMENT$3.0M1
147LFG Wealth Partners, LLC$3.0M1
148Cornerstone Select Advisors, LLC$2.9M1
149Curated Wealth Partners LLC$2.9M1
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.9M1
151Sigma Planning Corp$2.8M1
152Generali Investments CEE, investicni spolecnost, a.s.$2.8M1
153HB Wealth Management, LLC$2.7M1
154Cornerstone Advisory, LLC$2.7M1
155AA Financial Advisors, LLC$2.7M1
156Uniplan Investment Counsel, Inc.$2.6M1
157NewEdge Advisors, LLC$2.6M1
158NewEdge Wealth, LLC$2.6M1
159Prospera Financial Services Inc$2.6M1
160Larson Financial Group LLC$2.5M1
161Taylor Frigon Capital Management LLC$2.4M1
162Brendel Financial Advisors LLC$2.4M1
163TRUIST FINANCIAL CORP$2.4M1
164CWM, LLC$2.3M1
165Plan Group Financial, LLC$2.2M1
166Granite FO LLC$2.1M1
167JOHNSON INVESTMENT COUNSEL INC$2.1M1
168FIFTH THIRD BANCORP$2.1M1
169BROWN ADVISORY INC$2.1M1
170Squarepoint Ops LLC$2.1M1
171WINTON GROUP Ltd$2.0M1
172Hennion & Walsh Asset Management, Inc.$2.0M1
173United Advisor Group, LLC$2.0M1
174Palogic Value Management, L.P.$2.0M1
175WCG Wealth Advisors LLC$1.9M1
176Black Swift Group, LLC$1.9M1
177MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.8M1
178MBM WEALTH CONSULTANTS, LLC$1.8M1
179PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.8M1
180EAGLE GLOBAL ADVISORS LLC$1.8M1
181Sculati Wealth Management, LLC$1.8M1
182Essex Financial Services, Inc.$1.7M1
183Integras Partners LLC$1.7M1
184NATIXIS$1.7M1
185AQR CAPITAL MANAGEMENT LLC$1.7M1
186J.W. COLE ADVISORS, INC.$1.7M1
187HUB Investment Partners, LLC$1.7M1
188Kingsview Wealth Management, LLC$1.7M1
189SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M1
190ExodusPoint Capital Management, LP$1.7M1
191BankPlus Trust Department$1.7M1
192Texas Yale Capital Corp.$1.7M1
193Freestone Capital Holdings, LLC$1.6M1
194KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
195Savvy Advisors, Inc.$1.6M1
196Sanctuary Advisors, LLC$1.6M1
197CAXTON ASSOCIATES LLP$1.5M1
198MML INVESTORS SERVICES, LLC$1.5M1
199Marble Wealth, LLC$1.5M1
200Engineers Gate Manager LP$1.5M1
201Legacy Capital Wealth Partners, LLC$1.5M1
202Lansforsakringar Fondforvaltning AB (publ)$1.5M1
203Savant Capital, LLC$1.5M1
204Stonebridge Financial Planning Group, LLC$1.5M1
205Quantinno Capital Management LP$1.5M1
206Ayrshire Capital Management LLC$1.4M1
207Brown Miller Wealth Management, LLC$1.4M1
208Bank of New Hampshire$1.4M1
209Vestmark Advisory Solutions, Inc.$1.4M1
210ELEVATION POINT WEALTH PARTNERS, LLC$1.4M1
211UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.4M1
212Register Financial Advisors LLC$1.4M1
213CASTLE WEALTH MANAGEMENT LLC$1.4M1
214Eos Management, L.P.$1.4M1
215Empowered Funds, LLC$1.4M1
216DELPHI FINANCIAL GROUP, INC.$1.4M1
217Western Wealth Management, LLC$1.4M1
218Athena Wealth Management, LLC$1.4M1
2191832 Asset Management L.P.$1.4M1
220RDA Financial Network$1.4M1
221NAPLES GLOBAL ADVISORS, LLC$1.4M1
222Samalin Investment Counsel, LLC$1.4M1
223PRELUDE CAPITAL MANAGEMENT, LLC$1.4M1
224Summit Financial, LLC$1.3M1
225MERCER GLOBAL ADVISORS INC /ADV$1.3M1
226Spire Wealth Management$1.3M1
227CERTIOR FINANCIAL GROUP, LLC$1.3M1
228Banque Cantonale Vaudoise$1.3M1
229Mesirow Financial Investment Management, Inc.$1.2M1
230Linden Thomas Advisory Services, LLC$1.2M1
231Pettinga Financial Advisors LLC$1.2M1
232Ashton Thomas Private Wealth, LLC$1.2M1
233Concurrent Investment Advisors, LLC$1.2M1
234Wealthfront Advisers LLC$1.2M1
235Tidal Investments LLC$1.2M1
236HSBC HOLDINGS PLC$1.2M1
237NATIONAL BANK OF CANADA /FI/$1.2M1
238Permanens Capital L.P.$1.2M1
239Key Client Fiduciary Advisors, LLC$1.2M1
240Dickmeyer Boyce Financial Management, Inc.$1.1M1
241ProShare Advisors LLC$1.1M1
242VPR Management LLC$1.1M1
243Global Wealth Management Investment Advisory, Inc.$1.1M1
244Wilmington Savings Fund Society, FSB$1.1M1
245Modern Wealth Management, LLC$1.1M1
246FLC Capital Advisors$1.1M1
247Marex Group Ltd$1.1M1
248Atlantic Union Bankshares Corp$1.1M1
249LAZARI CAPITAL MANAGEMENT, INC.$1.1M1
250CASCADE INVESTMENT GROUP, INC.$1.1M1
251AlphaCore Capital LLC$1.0M1
252Pallas Capital Advisors LLC$1.0M1
253DAVENPORT & Co LLC$1.0M1
254C2C Wealth Management, LLC$1.0M1
255Lantz Financial LLC$1.0M1
256Independent Wealth Network Inc.$1.0M1
257Onyx Bridge Wealth Group LLC$987K1
258Accel Wealth Management$986K1
259Inspire Advisors, LLC$981K1
260COMMERCE BANK$972K1
261Elemental Capital Partners LLC$967K1
262Avidian Wealth Enterprises, LLC$965K1
263Allworth Financial LP$959K1
264NFSG Corp$948K1
265Encompass More Asset Management$938K1
266MQS Management LLC$915K1
267Investment Partners Asset Management, Inc.$913K1
268MAGNOLIA CAPITAL ADVISORS LLC$908K1
269Geneos Wealth Management Inc.$907K1
270Havemeyer Place LP$907K1
271TRB Wealth Management, LLC$901K1
272BKM Wealth Management, LLC$901K1
273Stratos Wealth Partners, LTD.$894K1
274Graham Capital Management, L.P.$892K1
275Equitable Holdings, Inc.$875K1
276Brookstone Capital Management$873K1
277Cordoba Advisory Partners LLC$856K1
278DUNCKER STREETT & CO INC$843K1
279Haven Private, LLC$835K1
280US BANCORP \DE\$827K1
281MERIDIAN INVESTMENT COUNSEL INC.$826K1
282LexAurum Advisors, LLC$823K1
283Westbourne Investment Advisors, Inc.$823K1
284Union Bancaire Privee, UBP SA$822K1
285Carnegie Lake Advisors LLC$819K1
286Beverly Hills Private Wealth, LLC$817K1
287Brevan Howard Capital Management LP$808K1
288Canal Capital Management, LLC$806K1
289Fiduciary Group, LLC$792K1
290Commerce Advisors, LLC$788K1
291DIVERSIFY WEALTH MANAGEMENT, LLC$782K1
292Fieldview Capital Management, LLC$776K1
293Port Capital LLC$775K1
294First Affirmative Financial Network$769K1
295NISSAY ASSET MANAGEMENT CORP /JAPAN$760K1
296Welch Financial Planning, LLC$754K1
297Bank OZK$742K1
298Koshinski Asset Management, Inc.$732K1
299Snowden Capital Advisors LLC$713K1
300Mill Creek Capital Advisors, LLC$707K1
301KEYBANK NATIONAL ASSOCIATION/OH$706K1
302Focus Partners Advisor Solutions, LLC$699K1
303Tempus Wealth Planning, LLC$696K1
304Werlinich Asset Management, LLC$694K1
305ALBION FINANCIAL GROUP /UT$688K1
306Activest Wealth Management$682K1
307Wedmont Private Capital$678K1
308Everstar Asset Management, LLC$678K1
309Balboa Wealth Partners$673K1
310TWO SIGMA SECURITIES, LLC$669K1
311XTX Topco Ltd$667K1
312Perigon Wealth Management, LLC$655K1
313First National Bank of Mount Dora, Trust Investment Services$648K1
314VestGen Advisors, LLC$647K1
315PFG Advisors$646K1
316Monument Capital Management$645K1
317NewSquare Capital LLC$630K1
318GUGGENHEIM CAPITAL LLC$630K1
319Midwest Trust Co$620K1
320Founders Financial Alliance, LLC$619K1
321FAMILY WEALTH PARTNERS, LLC$595K1
322Millennium Capital Advisors, LLC$585K1
323Intrua Financial, LLC$584K1
324Cresset Asset Management, LLC$581K1
325Palacios Wealth Management, LLC$579K1
326S&T BANK/PA$576K1
327WESPAC Advisors, LLC$573K1
328Access Investment Management LLC$553K1
329Van Hulzen Asset Management, LLC$552K1
330Compound Planning, Inc.$551K1
331COFG Advisors, LLC$546K1
332Pinion Investment Advisors, LLC$545K1
333Quad-Cities Investment Group, LLC$542K1
334MCDONALD PARTNERS LLC$541K1
335J. Safra Sarasin Holding AG$541K1
336Canton Hathaway, LLC$534K1
337Western Financial Corp/CA$534K1
338Hilltop Holdings Inc.$533K1
339Triad Investment Management$531K1
340BRADLEY FOSTER & SARGENT INC/CT$529K1
341Pasadena Private Wealth, LLC$528K1
342Arax Advisory Partners$527K1
343Capital Investment Advisors, LLC$526K1
344Wealthcare Capital Partners, LLC$525K1
345JBR Co Financial Management Inc$505K1
346ROMAN BUTLER FULLERTON & CO$504K1
347PFG Investments, LLC$487K1
348Clearstead Trust, LLC$482K1
349Lewis Asset Management, LLC$479K1
350Cornerstone Wealth Management, LLC$477K1
351Closed-End Fund Advisors, Inc.$477K1
352WealthPlan Investment Management, LLC$469K1
353Patriot Financial Group Insurance Agency, LLC$469K1
354Baron Financial Group, LLC$468K1
355Venture Visionary Partners LLC$468K1
356Maia Wealth LLC$465K1
357Belpointe Asset Management LLC$459K1
358Navis Wealth Advisors, LLC$458K1
359Ascent Group, LLC$457K1
360Ausdal Financial Partners, Inc.$454K1
361PRIVATE TRUST CO NA$453K1
362Triumph Capital Management$451K1
363CARDIFF PARK ADVISORS, LLC$445K1
364SAX WEALTH ADVISORS, LLC$442K1
365Federation des caisses Desjardins du Quebec$436K1
366SCOTIA CAPITAL INC.$435K1
367VISTA FINANCE, LLC$434K1
368Severin Investments, LLC$434K1
369Virtus Investment Advisers, LLC$430K1
370Glen Eagle Advisors, LLC$427K1
371DAYMARK WEALTH PARTNERS, LLC$425K1
372WHITENER CAPITAL MANAGEMENT, INC.$423K1
373AUA CAPITAL MANAGEMENT, LLC$422K1
374SILVER OAK SECURITIES, INCORPORATED$420K1
375Moors & Cabot, Inc.$419K1
376Parcion Private Wealth LLC$414K1
377DCM Advisors, LLC$414K1
378AssuredPartners Investment Advisors, LLC$413K1
379Magnus Financial Group LLC$409K1
380BankPlus Wealth Management LLC$406K1
381SeaCrest Wealth Management, LLC$405K1
382World Investment Advisors$404K1
383MAI Capital Management$399K1
384GRIFFIN ASSET MANAGEMENT, INC.$393K1
385O'SHAUGHNESSY ASSET MANAGEMENT, LLC$389K1
386Garden State Investment Advisory Services LLC$388K1
387J.M. Arbour, LLC$387K1
388EIGHT 31 FINANCIAL, LLC$387K1
389CALTON & ASSOCIATES, INC.$382K1
390Accredited Investors Inc.$378K1
391Xcel Wealth Management, LLC$378K1
392Kathmere Capital Management, LLC$376K1
393Future Financial Wealth Managment LLC$373K1
394Walleye Capital LLC$370K1
395Diversify Advisory Services, LLC$370K1
396SIG BROKERAGE, LP$370K1
397Pinnacle Wealth Planning Services, Inc.$368K1
398COMPASS CAPITAL CORP /MA/ /ADV$368K1
399RHODES INVESTMENT ADVISORS INC /ADV$367K1
400EVOKE WEALTH, LLC$365K1
401Perennial Investment Advisors, LLC$360K1
402MONECO ADVISORS, LLC$358K1
403CLARK FINANCIAL SERVICES GROUP INC /BD$355K1
404Trueblood Wealth Management, LLC$354K1
405Glenview Trust Co$352K1
406Wealth Quarterback LLC$350K1
407Prostatis Group LLC$347K1
408Bridgewealth Advisory Group, LLC$346K1
409Wealthspire Advisors, LLC$345K1
410Ethos Financial Group, LLC$344K1
411Tradition Wealth Management, LLC$344K1
412Headlands Technologies LLC$343K1
413TCTC Holdings, LLC$342K1
414COMMONS CAPITAL, LLC$342K1
415Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$341K1
416Maridea Wealth Management LLC$339K1
417NORTHERN TRUST CORP$337K1
418BETO FINANCIAL GROUP, LLC$337K1
419XML Financial, LLC$334K1
420Samjo Management, LLC$333K1
421Sowell Financial Services LLC$331K1
422Global Assets Advisory, LLC$329K1
423Wealth Alliance Advisory Group, LLC$326K1
424LVW Advisors, LLC$326K1
425Kovack Advisors, Inc.$325K1
426Prosperity Consulting Group, LLC$323K1
427Anfield Capital Management, LLC$321K1
428CHOREO, LLC$320K1
429North Ground Capital$320K1
430Summit Trail Advisors, LLC$317K1
431Advocate Investing Services LLC$314K1
432Tyche Wealth Partners LLC$312K1
433Kentucky Trust Co$312K1
434Trek Financial, LLC$310K1
435GENTRY PRIVATE WEALTH, LLC$307K1
436GREAT VALLEY ADVISOR GROUP, INC.$299K1
437Formidable Asset Management, LLC$298K1
438NorthRock Partners, LLC$297K1
439Values Added Financial LLC$297K1
440FAS Wealth Partners, Inc.$296K1
441Almanack Investment Partners, LLC.$295K1
442SageGuard Financial Group, LLC$295K1
443Hudson Capital Management LLC$293K1
444SANDERS MORRIS HARRIS LLC$290K1
445REICON WEALTH ADVISORS, LLC$290K1
446MOODY NATIONAL BANK TRUST DIVISION$289K1
447ANGELES WEALTH MANAGEMENT, LLC$288K1
448Rayburn West Financial Services LLC$287K1
449TSA Wealth Managment LLC$285K1
450SIGNATUREFD, LLC$285K1
451Americana Partners, LLC$283K1
452SAGESPRING WEALTH PARTNERS, LLC$283K1
453Spinnaker Investment Group, LLC$278K1
454Clearwave Capital, LLC$272K1
455CWS Financial Advisors, LLC$270K1
456FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$268K1
457Firestone Capital Management$268K1
458SIMPLEX TRADING, LLC$263K1
459Jain Global LLC$263K1
460Cypress Wealth Services, LLC$263K1
461Trivium Point Advisory, LLC$262K1
462Sequoia Financial Advisors, LLC$262K1
463Visionary Wealth Advisors$256K1
464BTG Pactual Asset Management US LLC$255K1
465Highlander Partners, L.P.$252K1
466Ascentis Independent Advisors$251K1
467FLAGSHIP HARBOR ADVISORS, LLC$249K1
468Successful Portfolios LLC$247K1
469NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$246K1
470KORNITZER CAPITAL MANAGEMENT INC /KS$241K1
471FIRST MANHATTAN CO. LLC.$241K1
472Windsor Advisory Group, LLC$240K1
473Bison Wealth, LLC$239K1
474OneDigital Investment Advisors LLC$237K1
475Sepio Capital, LP$234K1
476Purkiss Capital Advisors LLC$234K1
477Fisher Asset Management, LLC$233K1
478SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$232K1
479StoneX Group Inc.$232K1
480Forthright Family Wealth Advisory LLC$229K1
481Gallagher Fiduciary Advisors, LLC$228K1
482Bleakley Financial Group, LLC$228K1
483Brucke Financial, Inc.$226K1
484Autumn Glory Partners, LLC$226K1
485Sage Investment Counsel LLC$224K1
486FULTON BREAKEFIELD BROENNIMAN LLC$218K1
487CHAPIN DAVIS, INC.$217K1
488DEARBORN PARTNERS LLC$216K1
489Reliant Investment Partners, LLC$215K1
490Rothschild Wealth LLC$215K1
491Vise Technologies, Inc.$214K1
492Verdence Capital Advisors LLC$210K1
493B. Riley Wealth Advisors, Inc.$210K1
494RFG Advisory, LLC$210K1
495PROMETHIUM ADVISORS,LLC$209K1
496SteelPeak Wealth, LLC$206K1
497Stablepoint Partners, LLC$205K1
498Alpha Omega Wealth Management LLC$205K1
499HM PAYSON & CO$205K1
500MISSION WEALTH MANAGEMENT, LP$203K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ARCC

RETAINED WINDOW · ACTIVE HITS

Zero hits on ARCC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ARCC · financials and macro

Financials — as filed PLANNED

ARCC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ARCC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing