Vault-13

ARES CAPITAL CORP ARCC

COM · Common Stock · CUSIP 04010L103 · ISIN US04010L1035

841 institutional holders +7 vs Q1 2025
228,629,129228.6m shares reported held*
32.4% of all shares outstanding*
$5.0bnreported value*
63 new 335 added 268 reduced 62 sold out net bought ≈ $275.3m (+12.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.3m this quarter). Holder counts are more reliable. Shares outstanding: 705.4m as of 2025-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.98. Options: 17 managers hold calls ($97.5m notional), 20 hold puts ($172.7m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 633Q4 22: 648Q1 23: 642Q2 23: 662Q3 23: 660Q4 23: 711Q1 24: 717Q2 24: 738Q3 24: 752Q4 24: 827Q1 25: 834Q2 25: 841841Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022633
Q4 2022648
Q1 2023642
Q2 2023662
Q3 2023660
Q4 2023711
Q1 2024717
Q2 2024738
Q3 2024752
Q4 2024827
Q1 2025834
Q2 2025841

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 317 bought or addedQ3 23: 249 cut or sold outQ4 23: 333 bought or addedQ4 23: 245 cut or sold outQ4 23Q1 24: 350 bought or addedQ1 24: 254 cut or sold outQ2 24: 383 bought or addedQ2 24: 252 cut or sold outQ2 24Q3 24: 392 bought or addedQ3 24: 246 cut or sold outQ4 24: 424 bought or addedQ4 24: 248 cut or sold outQ4 24Q1 25: 459 bought or addedQ1 25: 271 cut or sold outQ2 25: 398 bought or addedQ2 25: 330 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023317249
Q4 2023333245
Q1 2024350254
Q2 2024383252
Q3 2024392246
Q4 2024424248
Q1 2025459271
Q2 2025398330

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ3 24 calls: $56.1mQ3 24 puts: $97.0mQ3 24P/C 1.73Q4 24 calls: $68.2mQ4 24 puts: $203.7mQ4 24P/C 2.99Q1 25 calls: $85.2mQ1 25 puts: $130.0mQ1 25P/C 1.53Q2 25 calls: $97.5mQ2 25 puts: $172.7mQ2 25P/C 1.77
Numbers
QuarterCallsPutsP/C
Q3 2024$56.1m$97.0m1.73
Q4 2024$68.2m$203.7m2.99
Q1 2025$85.2m$130.0m1.53
Q2 2025$97.5m$172.7m1.77

Biggest buyers

ROYAL BANK OF CANADA Added +3,598,557+3.6m
Invesco Ltd. Added +3,167,906+3.2m
Rockefeller Capital Management L.P. Added +2,101,376+2.1m
UBS Group AG Added +2,040,848+2.0m
Evercore Wealth Management, LLC Added +1,178,886+1.2m
Freestone Grove Partners LP New +1,128,524+1.1m
NORTHERN TRUST CORP Added +1,039,429+1.0m
JPMORGAN CHASE & CO Added +1,006,460+1.0m
OMERS ADMINISTRATION Corp Added +849,097+849.1k
BlackRock, Inc. Added +735,167+735.2k

Biggest sellers

MORGAN STANLEY Reduced -1,324,949-1.3m
Qube Research & Technologies Ltd Reduced -1,122,384-1.1m
CITADEL ADVISORS LLC Reduced -1,074,505-1.1m
Generali Asset Management SPA SGR Reduced -867,692-867.7k
FMR LLC Reduced -767,475-767.5k
BAILLIE GIFFORD & CO Sold out -753,649-753.6k
1832 Asset Management L.P. Reduced -751,000-751.0k
Advisors Capital Management, LLC Reduced -626,681-626.7k
TCW GROUP INC Reduced -582,693-582.7k
TWO SIGMA ADVISERS, LP Reduced -416,400-416.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $39.0m1.8m shares
CITADEL ADVISORS LLC Added $11.4m519.6k shares
Twin Tree Management, LP Added $10.1m458.0k shares
GROUP ONE TRADING LLC Added $7.9m360.1k shares
JANE STREET GROUP, LLC Reduced $6.6m300.6k shares
D. E. Shaw & Co., Inc. Added $4.5m204.3k shares
Walleye Trading LLC Reduced $4.0m182.2k shares
SIMPLEX TRADING, LLC Added $3.6m164.7k shares
Jefferies Financial Group Inc. Added $2.9m134.0k shares
BARCLAYS PLC New $2.7m125.0k shares

Biggest puts

Parallax Volatility Advisers, L.P. Added $34.9m1.6m shares
MILLENNIUM MANAGEMENT LLC Added $30.1m1.4m shares
CITIGROUP INC Reduced $22.0m1.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $21.0m957.4k shares
QVT Financial LP New $13.7m625.9k shares
Centiva Capital, LP Added $13.7m625.5k shares
HBK INVESTMENTS L P Added $8.8m400.0k shares
SIMPLEX TRADING, LLC Added $4.4m201.0k shares
Edenbrook Capital, LLC New $4.4m200.0k shares
CITADEL ADVISORS LLC Reduced $3.8m172.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 2 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20252$1.1m0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 16,209,40116.2m $356.0m $356.0m 0.02% Reduced -1.3m -1,324,949
2 VAN ECK ASSOCIATES CORP 0.32% of their portfolio NEW YORK, NY 13,008,91113.0m $285.7m $285.7m 0.32% Added +65.9k +65,851
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,678,1298.7m $190.6m $190.6m 0.02% Added +705.9k +705,882
4 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 7,159,0367.2m $157.2m $157.2m 0.02% Added +3.6m +3,598,557
5 UBS Group AG 0.03% of their portfolio ZURICH, V8 7,063,1897.1m $155.1m $155.1m 0.03% Added +2.0m +2,040,848
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 6,404,8766.4m $140.7m $140.7m 0.01% Added +1.0m +1,006,460
7 Generali Asset Management SPA SGR 2.53% of their portfolio TRIESTE, L6 5,052,1195.1m $110.9m $110.9m 2.53% Reduced -867.7k -867,692
8 Legal & General Group Plc 0.03% of their portfolio London, X0 4,955,5675.0m $108.8m $108.8m 0.03% Added +252.9k +252,947
9 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 4,336,7934.3m $95.2m $95.2m 0.02% Added +492.7k +492,725
10 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 4,051,3664.1m $92.0m $92.0m 0.11% Added +2.1m +2,101,376
11 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,834,6363.8m $84.2m $84.2m 0.03% Added +266.8k +266,820
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.18% of their portfolio ST. LOUIS, MO 3,796,7913.8m $83.4m $83.4m 1.18% Added +21.3k +21,344
13 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 3,794,3783.8m $83.4m $83.4m 0.02% Added +226.0k +225,984
14 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 3,551,7113.6m $78.0m $78.0m 0.01% Added +3.2m +3,167,906
15 TWO SIGMA ADVISERS, LP 0.15% of their portfolio NEW YORK, NY 3,299,0003.3m $72.4m $72.4m 0.15% Reduced -416.4k -416,400
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,163,1103.2m $69.5m $69.5m 0.00% Added +735.2k +735,167
17 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,037,9443.0m $66.7m $66.7m 0.01% Added +202.9k +202,937
18 Allen Investment Management, LLC 0.73% of their portfolio NEW YORK, NY 3,031,6363.0m $66.6m $66.6m 0.73% Added +56.4k +56,439
19 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,001,6403.0m $65.9m $65.9m 0.02% Added +281.6k +281,630
20 Advisors Capital Management, LLC 0.90% of their portfolio RIDGEWOOD, NJ 3,001,3093.0m $65.9m $65.9m 0.90% Reduced -626.7k -626,681
21 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 2,856,3352.9m $62.7m $62.7m 0.08% Added +235.2k +235,226
22 FMR LLC 0.00% of their portfolio BOSTON, MA 2,788,8852.8m $61.2m $61.2m 0.00% Reduced -767.5k -767,475
23 TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio NEW YORK, NY 2,730,5642.7m $60.0m $60.0m 0.11% Reduced -281.3k -281,320
24 CCLA Investment Management 0.98% of their portfolio LONDON, X0 2,724,4222.7m $59.8m $59.8m 0.98% Reduced -74.6k -74,601
25 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 2,635,2682.6m $57.9m $57.9m 0.06% Added +110.6k +110,614
26 Sound Income Strategies, LLC 3.09% of their portfolio FT LAUDERDALE, FL 2,453,9442.5m $53.9m $53.9m 3.09% Added +75.1k +75,109
27 OMERS ADMINISTRATION Corp 0.40% of their portfolio TORONTO, A6 2,342,3242.3m $51.4m $51.4m 0.40% Added +849.1k +849,097
28 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,149,4602.1m $47.2m $47.2m 0.08% Added +294.5k +294,535
29 Progeny 3, Inc. 2.62% of their portfolio KIRKLAND, WA 2,125,7182.1m $46.7m $46.7m 2.62% Unchanged
30 Border to Coast Pensions Partnership Ltd 0.77% of their portfolio LEEDS, X0 1,900,0001.9m $41.7m $41.7m 0.77% Added +50.0k +50,000
31 ARES MANAGEMENT LLC 2.09% of their portfolio LOS ANGELES, CA 1,861,9131.9m $40.9m $40.9m 2.09% Reduced -26.7k -26,718
32 NOMURA ASSET MANAGEMENT CO LTD 0.11% of their portfolio TOKYO, M0 1,795,6991.8m $39.4m $39.4m 0.11% Added +364.2k +364,180
33 Partners Group Holding AG 1.84% of their portfolio BAAR-ZUG, V8 1,686,2691.7m $37.0m $37.0m 1.84% Added +33.5k +33,540
34 Evercore Wealth Management, LLC 0.57% of their portfolio New York, NY 1,666,3731.7m $36.6m $36.6m 0.57% Added +1.2m +1,178,886
35 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 1,607,2121.6m $35.3m $35.3m 0.03% Added +77.6k +77,600
36 CAPITAL ADVISORS INC/OK 0.61% of their portfolio TULSA, OK 1,543,7731.5m $33.9m $33.9m 0.61% Added +12.9k +12,930
37 Muzinich & Co., Inc. 13.77% of their portfolio NEW YORK, NY 1,373,0511.4m $30.2m $30.2m 13.77% Added +247.8k +247,800
38 BRUNI J V & CO /CO 3.04% of their portfolio COLORADO SPRINGS, CO 1,316,7131.3m $28.9m $28.9m 3.04% Reduced -23.4k -23,443
39 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 1,260,4031.3m $27.7m $27.7m 0.02% Added +156.0k +155,995
40 STEPHENS INC /AR/ 0.37% of their portfolio LITTLE ROCK, AR 1,241,3141.2m $27.3m $27.3m 0.37% Reduced -8.8k -8,773
41 LSV ASSET MANAGEMENT 0.06% of their portfolio CHICAGO, IL 1,193,4901.2m $26.2m $26.2m 0.06% Reduced -65.7k -65,700
42 McGowan Group Asset Management, Inc. 3.23% of their portfolio DALLAS, TX 1,166,1381.2m $25.6m $25.6m 3.23% Added +21.8k +21,817
43 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,159,6451.2m $25.5m $25.5m 0.03% Reduced -100.2k -100,160
44 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 1,132,4801.1m $24.9m $24.9m 0.08% Added +56.5k +56,472
45 Freestone Grove Partners LP 0.19% of their portfolio San Francisco, CA 1,128,5241.1m $24.8m $24.8m 0.19% New
46 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 1,118,0331.1m $24.6m $24.6m 0.04% Reduced -6.8k -6,761
47 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,061,2191.1m $23.3m $23.3m 0.00% Added +1.0m +1,039,429
48 SAGE ADVISORS, LLC 16.54% of their portfolio BOULDER, CO 1,055,0151.1m $23.2m $23.2m 16.54% Added +56.5k +56,529
49 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 1,027,1281.0m $22.6m $22.6m 0.01% Added +151.5k +151,547
50 Gilbert & Cook, Inc. 2.99% of their portfolio WEST DES MOINES, IA 1,006,6031.0m $22.1m $22.1m 2.99% Reduced -336.3k -336,296
51 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 944,376944.4k $20.7m $20.7m 0.05% Added +12.2k +12,206
52 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 935,312935.3k $20.5m $20.5m 0.04% Added +21.9k +21,882
53 SPINNAKER TRUST 1.19% of their portfolio PORTLAND, ME 904,301904.3k $19.9m $19.9m 1.19% Added +390.3k +390,320
54 1832 Asset Management L.P. 0.03% of their portfolio TORONTO, A6 884,870884.9k $19.4m $19.4m 0.03% Reduced -751.0k -751,000
55 D.A. DAVIDSON & CO. 0.13% of their portfolio GREAT FALLS, MT 872,719872.7k $19.2m $19.2m 0.13% Reduced -4.9k -4,898
56 NAN FUNG TRINITY (HK) LTD 2.24% of their portfolio CENTRAL, HONG KONG, K3 852,100852.1k $18.7m $18.7m 2.24% Added +204.3k +204,300
57 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 821,600821.6k $18.0m $18.0m 0.01% Added +17.7k +17,681
58 iA Global Asset Management Inc. 0.27% of their portfolio QUEBEC, A8 819,236819.2k $18.0m $18.0m 0.27% Added +410.7k +410,667
59 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 795,588795.6k $17.5m $17.5m 0.01% Reduced -101.5k -101,468
60 Melia Wealth LLC 8.20% of their portfolio TULSA, OK 779,671779.7k $17.1m $17.1m 8.20% Added +27.0k +27,041
61 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 758,943758.9k $16.7m $16.7m 0.00% Added +92.6k +92,613
62 SIGMA INVESTMENT COUNSELORS INC 0.91% of their portfolio NORTHVILLE, MI 750,266750.3k $16.5m $16.5m 0.91% Added +27.9k +27,860
63 Northeast Financial Consultants Inc 0.67% of their portfolio WESTPORT, CT 748,796748.8k $16.4m $16.4m 0.67% Reduced -108.6k -108,614
64 Edgemoor Investment Advisors, Inc. 1.30% of their portfolio BETHESDA, MD 684,870684.9k $15.0m $15.0m 1.30% Reduced -37.9k -37,869
65 Naviter Wealth, LLC 1.79% of their portfolio LITTLE ROCK, AR 662,019662.0k $14.5m $14.5m 1.79% Reduced -21.3k -21,282
66 Lido Advisors, LLC 0.07% of their portfolio Los Angeles, CA 588,315588.3k $12.9m $12.9m 0.07% Added +226.5k +226,460
67 VISTA FINANCE, LLC 11.06% of their portfolio Clayton, MO 583,802583.8k $12.8m $12.8m 11.06% Added +35.6k +35,607
68 CW Advisors, LLC 0.12% of their portfolio BOSTON, MA 579,322579.3k $12.7m $12.7m 0.12% Added +155.5k +155,477
69 PALISADE CAPITAL MANAGEMENT, LP 0.35% of their portfolio FORT LEE, NJ 570,342570.3k $12.5m $12.5m 0.35% Reduced -9.6k -9,643
70 Chicago Partners Investment Group LLC 0.38% of their portfolio CHICAGO, IL 564,302564.3k $13.0m $13.0m 0.38% Added +26.3k +26,260
71 DENALI ADVISORS LLC 1.29% of their portfolio SAN DIEGO, CA 563,451563.5k $12.4m $12.4m 1.29% Reduced -13.1k -13,109
72 SCS Capital Management LLC 0.13% of their portfolio BOSTON, MA 535,527535.5k $11.8m $11.8m 0.13% Added +4.0k +4,028
73 TECTONIC ADVISORS LLC 0.68% of their portfolio FRISCO, TX 535,155535.2k $11.8m $11.8m 0.68% Added +67.2k +67,202
74 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 527,018527.0k $11.6m $11.6m 0.00% Added +247.5k +247,484
75 Baltimore-Washington Financial Advisors, Inc. 0.53% of their portfolio Columbia, MD 516,655516.7k $11.3m $11.3m 0.53% Added +54.0k +53,971
76 Bell Bank 0.52% of their portfolio FARGO, ND 504,792504.8k $11.1m $11.1m 0.52% Added +4.3k +4,294
77 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 501,240501.2k $11.0m $11.0m 0.01% Reduced -24.2k -24,240
78 LGT Group Foundation 0.14% of their portfolio VADUZ, N2 499,088499.1k $11.0m $11.0m 0.14% Reduced -65 -65
79 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 497,162497.2k $10.9m $10.9m 0.01% Reduced -224.1k -224,112
80 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 495,814495.8k $10.9m $10.9m 0.09% Reduced -106.1k -106,091
81 HRT FINANCIAL LP 0.06% of their portfolio NEW YORK, NY 493,561493.6k $10.8m $10.8m 0.06% Reduced -316.6k -316,556
82 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 490,000490.0k $10.8m $10.8m 0.00% Unchanged
83 Enstar Group LTD 3.91% of their portfolio Hamilton, D0 484,524484.5k $10.6m $10.6m 3.91% Unchanged
84 Graypoint LLC 0.59% of their portfolio Albany, NY 481,245481.2k $10.6m $10.6m 0.59% Added +40.9k +40,918
85 SFMG, LLC 0.79% of their portfolio PLANO, TX 477,010477.0k $10.5m $10.5m 0.79% Added +14.6k +14,611
86 Boston Partners 0.01% of their portfolio BOSTON, MA 467,296467.3k $10.3m $10.3m 0.01% Reduced -21.2k -21,190
87 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 461,561461.6k $10.1m $10.1m 0.04% Added +23.3k +23,295
88 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 458,074458.1k $10.1m $10.1m 0.02% Added +16.1k +16,081
89 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 448,952449.0k $9.9m $9.9m 0.02% Added +6.4k +6,364
90 Columbus Macro, LLC 1.20% of their portfolio NEW CASTLE, PA 447,906447.9k $9.8m $9.8m 1.20% Added +46.0k +45,982
91 GRITSTONE ASSET MANAGEMENT LLC 9.71% of their portfolio Bethesda, MD 446,655446.7k $9.8m $9.8m 9.71% Added +89 +89
92 LGT CAPITAL PARTNERS LTD. 0.42% of their portfolio PFAEFFIKON, V8 436,500436.5k $9.6m $9.6m 0.42% Added +39.0k +39,000
93 Advisors Asset Management, Inc. 0.17% of their portfolio Monument, CO 425,548425.5k $9.3m $9.3m 0.17% Added +12.2k +12,173
94 MGO ONE SEVEN LLC 0.29% of their portfolio Beachwood, OH 410,010410.0k $9.0m $9.0m 0.29% Added +17.6k +17,636
95 Carnegie Investment Counsel 0.17% of their portfolio PEPPER PIKE, OH 395,657395.7k $8.7m $8.7m 0.17% Added +72.8k +72,845
96 OPPENHEIMER & CO INC 0.11% of their portfolio NEW YORK, NY 393,615393.6k $8.6m $8.6m 0.11% Reduced -4.1k -4,079
97 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 393,598393.6k $8.6m $8.6m 0.04% Added +79.0k +78,957
98 NEW SOUTH CAPITAL MANAGEMENT INC 0.42% of their portfolio MEMPHIS, TN 390,939390.9k $8.6m $8.6m 0.42% Reduced -70.9k -70,864
99 Clearstead Advisors, LLC 0.12% of their portfolio CLEVELAND, OH 384,202384.2k $8.4m $8.4m 0.12% Reduced -168.8k -168,824
100 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 383,625383.6k $8.4m $8.4m 0.02% Added +1.2k +1,191