Vault-13

ARES CAPITAL CORP ARCC

COM · Common Stock · CUSIP 04010L103 · ISIN US04010L1035

791 institutional holders -50 vs Q2 2025
232,664,533232.7m shares reported held*
32.5% of all shares outstanding*
$4.7bnreported value*
45 new 361 added 211 reduced 87 sold out net bought ≈ $120.5m (+5.9m 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 ($2.1m this quarter). Holder counts are more reliable. Shares outstanding: 715.7m as of 2025-10-23, 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 ≈ $20.40. Options: 13 managers hold calls ($82.8m notional), 14 hold puts ($126.9m).

Trends to Q3 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: 841Q3 25: 791791Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025791

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 23: 333 bought or addedQ4 23: 245 cut or sold outQ1 24: 350 bought or addedQ1 24: 254 cut or sold outQ1 24Q2 24: 383 bought or addedQ2 24: 252 cut or sold outQ3 24: 392 bought or addedQ3 24: 246 cut or sold outQ3 24Q4 24: 424 bought or addedQ4 24: 248 cut or sold outQ1 25: 459 bought or addedQ1 25: 271 cut or sold outQ1 25Q2 25: 398 bought or addedQ2 25: 330 cut or sold outQ3 25: 406 bought or addedQ3 25: 298 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023333245
Q1 2024350254
Q2 2024383252
Q3 2024392246
Q4 2024424248
Q1 2025459271
Q2 2025398330
Q3 2025406298

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ4 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 1.77Q3 25 calls: $82.8mQ3 25 puts: $126.9mQ3 25P/C 1.53
Numbers
QuarterCallsPutsP/C
Q4 2024$68.2m$203.7m2.99
Q1 2025$85.2m$130.0m1.53
Q2 2025$97.5m$172.7m1.77
Q3 2025$82.8m$126.9m1.53

Biggest buyers

JPMORGAN CHASE & CO Added +6,053,916+6.1m
CITADEL ADVISORS LLC Added +2,410,728+2.4m
MARSHALL WACE, LLP New +1,810,043+1.8m
MORGAN STANLEY Added +1,007,602+1.0m
UBS Group AG Added +836,826+836.8k
Evercore Wealth Management, LLC Added +724,913+724.9k
Corient Private Wealth LP Added +688,222+688.2k
MILLENNIUM MANAGEMENT LLC Added +578,777+578.8k
Qube Research & Technologies Ltd Added +577,042+577.0k
TUDOR INVESTMENT CORP ET AL Added +538,027+538.0k

Biggest sellers

ROYAL BANK OF CANADA Reduced -3,628,681-3.6m
Rockefeller Capital Management L.P. Reduced -1,879,417-1.9m
Freestone Grove Partners LP Sold out -1,128,524-1.1m
TWO SIGMA ADVISERS, LP Reduced -824,500-824.5k
1832 Asset Management L.P. Reduced -819,275-819.3k
FMR LLC Reduced -816,972-817.0k
Invesco Ltd. Reduced -792,769-792.8k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -758,943-758.9k
TWO SIGMA INVESTMENTS, LP Reduced -473,782-473.8k
GOLDMAN SACHS GROUP INC Reduced -472,688-472.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $28.8m1.4m shares
CITADEL ADVISORS LLC Reduced $10.4m509.3k shares
JANE STREET GROUP, LLC Added $7.7m377.5k shares
Twin Tree Management, LP Reduced $6.9m338.0k shares
BANK OF AMERICA CORP /DE/ New $6.1m300.0k shares
Walleye Trading LLC Added $5.9m287.4k shares
GROUP ONE TRADING LLC Reduced $4.0m195.4k shares
IMC-Chicago, LLC Added $3.4m168.7k shares
WOLVERINE TRADING, LLC Added $3.1m151.8k shares
Jefferies Financial Group Inc. Added $3.0m147.4k shares

Biggest puts

Parallax Volatility Advisers, L.P. Added $34.5m1.7m shares
MILLENNIUM MANAGEMENT LLC Added $31.6m1.6m shares
CITIGROUP INC Unchanged $20.4m1.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $15.5m759.7k shares
SIMPLEX TRADING, LLC Added $4.8m237.5k shares
CITADEL ADVISORS LLC Added $4.3m212.3k shares
Walleye Trading LLC Added $3.5m170.2k shares
HBK INVESTMENTS L P Reduced $3.1m150.0k shares
JANE STREET GROUP, LLC Added $2.9m141.8k shares
WOLVERINE TRADING, LLC Reduced $2.5m120.2k 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 Q3 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
202Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 2 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20252$1.1m0——
Q2 20250—0——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 17,217,00317.2m $351.4m $351.4m 0.02% Added +1.0m +1,007,602
2 VAN ECK ASSOCIATES CORP 0.25% of their portfolio NEW YORK, NY 13,008,51113.0m $265.5m $265.5m 0.25% Reduced -400 -400
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 12,458,79212.5m $254.3m $254.3m 0.01% Added +6.1m +6,053,916
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 8,575,8148.6m $175.0m $175.0m 0.01% Reduced -102.3k -102,315
5 UBS Group AG 0.03% of their portfolio ZURICH, V8 7,900,0157.9m $161.2m $161.2m 0.03% Added +836.8k +836,826
6 Generali Asset Management SPA SGR 2.20% of their portfolio TRIESTE, L6 5,052,1195.1m $103.1m $103.1m 2.20% Unchanged
7 Legal & General Group Plc 0.02% of their portfolio London, X0 4,646,2294.6m $94.8m $94.8m 0.02% Reduced -309.3k -309,338
8 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 4,323,8414.3m $88.2m $88.2m 0.02% Reduced -13.0k -12,952
9 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,065,9314.1m $83.0m $83.0m 0.02% Added +231.3k +231,295
10 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 3,792,0513.8m $77.4m $77.4m 0.02% Reduced -2.3k -2,327
11 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.07% of their portfolio ST. LOUIS, MO 3,682,4103.7m $75.2m $75.2m 1.07% Reduced -114.4k -114,381
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,530,3553.5m $72.1m $72.1m 0.01% Reduced -3.6m -3,628,681
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,240,8183.2m $66.1m $66.1m 0.00% Added +77.7k +77,708
14 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,226,6683.2m $65.9m $65.9m 0.02% Added +225.0k +225,028
15 Advisors Capital Management, LLC 0.79% of their portfolio RIDGEWOOD, NJ 3,142,9953.1m $64.1m $64.1m 0.79% Added +141.7k +141,686
16 Allen Investment Management, LLC 0.71% of their portfolio NEW YORK, NY 3,135,1013.1m $64.0m $64.0m 0.71% Added +103.5k +103,465
17 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 3,013,0153.0m $61.5m $61.5m 0.07% Added +156.7k +156,680
18 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 2,758,9422.8m $56.3m $56.3m 0.01% Reduced -792.8k -792,769
19 CCLA Investment Management 0.89% of their portfolio LONDON, X0 2,724,4222.7m $55.6m $55.6m 0.89% Unchanged
20 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 2,608,9002.6m $53.2m $53.2m 0.05% Reduced -26.4k -26,368
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,565,2562.6m $52.4m $52.4m 0.01% Reduced -472.7k -472,688
22 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,510,7412.5m $53.7m $53.7m 0.08% Added +361.3k +361,281
23 Sound Income Strategies, LLC 2.59% of their portfolio FT LAUDERDALE, FL 2,477,9322.5m $47.3m $47.3m 2.59% Added +24.0k +23,988
24 TWO SIGMA ADVISERS, LP 0.10% of their portfolio NEW YORK, NY 2,474,5002.5m $50.5m $50.5m 0.10% Reduced -824.5k -824,500
25 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 2,464,1652.5m $50.3m $50.3m 0.04% Added +2.4m +2,410,728
26 Evercore Wealth Management, LLC 0.72% of their portfolio New York, NY 2,391,2862.4m $48.8m $48.8m 0.72% Added +724.9k +724,913
27 TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio NEW YORK, NY 2,256,7822.3m $46.1m $46.1m 0.07% Reduced -473.8k -473,782
28 OMERS ADMINISTRATION Corp 0.32% of their portfolio TORONTO, A6 2,205,5142.2m $45.0m $45.0m 0.32% Reduced -136.8k -136,810
29 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 2,171,9492.2m $44.3m $44.3m 0.09% Reduced -1.9m -1,879,417
30 Progeny 3, Inc. 2.24% of their portfolio KIRKLAND, WA 2,125,7182.1m $43.4m $43.4m 2.24% Unchanged
31 ARES MANAGEMENT LLC 1.92% of their portfolio LOS ANGELES, CA 2,054,3762.1m $41.9m $41.9m 1.92% Added +192.5k +192,463
32 Border to Coast Pensions Partnership Ltd 0.71% of their portfolio LEEDS, X0 2,000,0002.0m $40.8m $40.8m 0.71% Added +100.0k +100,000
33 FMR LLC 0.00% of their portfolio BOSTON, MA 1,971,9132.0m $40.2m $40.2m 0.00% Reduced -817.0k -816,972
34 NOMURA ASSET MANAGEMENT CO LTD 0.10% of their portfolio TOKYO, M0 1,850,5261.9m $37.8m $37.8m 0.10% Added +54.8k +54,827
35 MARSHALL WACE, LLP 0.04% of their portfolio LONDON, X0 1,810,0431.8m $36.9m $36.9m 0.04% New
36 Partners Group Holding AG 2.12% of their portfolio BAAR-ZUG, V8 1,767,1541.8m $36.1m $36.1m 2.12% Added +80.9k +80,885
37 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 1,644,7291.6m $33.6m $33.6m 0.03% Added +37.5k +37,517
38 Muzinich & Co., Inc. 12.97% of their portfolio NEW YORK, NY 1,640,1131.6m $33.5m $33.5m 12.97% Added +267.1k +267,062
39 CAPITAL ADVISORS INC/OK 0.53% of their portfolio TULSA, OK 1,555,3091.6m $31.7m $31.7m 0.53% Added +11.5k +11,536
40 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 1,517,5601.5m $31.0m $31.0m 0.02% Added +257.2k +257,157
41 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,419,3521.4m $29.0m $29.0m 0.00% Added +358.1k +358,133
42 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 1,390,4311.4m $28.4m $28.4m 0.03% Added +272.4k +272,398
43 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 1,291,5311.3m $26.4m $26.4m 0.01% Added +264.4k +264,403
44 BRUNI J V & CO /CO 2.63% of their portfolio COLORADO SPRINGS, CO 1,274,3091.3m $26.0m $26.0m 2.63% Reduced -42.4k -42,404
45 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 1,189,4621.2m $24.3m $24.3m 0.04% Added +688.2k +688,222
46 STEPHENS INC /AR/ 0.31% of their portfolio LITTLE ROCK, AR 1,174,8221.2m $24.0m $24.0m 0.31% Reduced -66.5k -66,492
47 McGowan Group Asset Management, Inc. 2.96% of their portfolio DALLAS, TX 1,169,6121.2m $23.9m $23.9m 2.96% Added +3.5k +3,474
48 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 1,157,8081.2m $23.6m $23.6m 0.06% Added +213.4k +213,432
49 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,088,0181.1m $22.2m $22.2m 0.03% Reduced -71.6k -71,627
50 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 1,070,8991.1m $21.9m $21.9m 0.06% Reduced -61.6k -61,581
51 SPINNAKER TRUST 1.17% of their portfolio PORTLAND, ME 1,034,9011.0m $21.1m $21.1m 1.17% Added +130.6k +130,600
52 SAGE ADVISORS, LLC 15.12% of their portfolio BOULDER, CO 1,033,9781.0m $21.1m $21.1m 15.12% Reduced -21.0k -21,037
53 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 972,460972.5k $19.8m $19.8m 0.03% Added +37.1k +37,148
54 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 899,926899.9k $18.4m $18.4m 0.12% Added +27.2k +27,207
55 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 893,834893.8k $18.2m $18.2m 0.03% Added +577.0k +577,042
56 CANADA LIFE ASSURANCE Co 0.03% of their portfolio WINNIPEG, A2 878,802878.8k $19.1m $19.1m 0.03% Added +420.7k +420,728
57 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 862,360862.4k $17.6m $17.6m 0.01% Added +66.8k +66,772
58 iA Global Asset Management Inc. 0.23% of their portfolio QUEBEC, A8 821,362821.4k $16.8m $16.8m 0.23% Added +2.1k +2,126
59 Melia Wealth LLC 7.16% of their portfolio TULSA, OK 801,701801.7k $16.4m $16.4m 7.16% Added +22.0k +22,030
60 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 783,484783.5k $16.0m $16.0m 0.01% Reduced -38.1k -38,116
61 Gilbert & Cook, Inc. 2.03% of their portfolio WEST DES MOINES, IA 773,172773.2k $15.8m $15.8m 2.03% Reduced -233.4k -233,431
62 SIGMA INVESTMENT COUNSELORS INC 0.82% of their portfolio NORTHVILLE, MI 770,458770.5k $15.7m $15.7m 0.82% Added +20.2k +20,192
63 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 750,100750.1k $15.3m $15.3m 0.03% Reduced -443.4k -443,390
64 Edgemoor Investment Advisors, Inc. 1.11% of their portfolio BETHESDA, MD 704,039704.0k $14.4m $14.4m 1.11% Added +19.2k +19,169
65 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 701,459701.5k $14.3m $14.3m 0.01% Added +174.4k +174,441
66 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 670,392670.4k $13.7m $13.7m 0.01% Added +173.2k +173,230
67 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 667,196667.2k $13.6m $13.6m 0.01% Added +578.8k +578,777
68 Naviter Wealth, LLC 1.54% of their portfolio LITTLE ROCK, AR 647,864647.9k $13.3m $13.3m 1.54% Reduced -14.2k -14,155
69 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 624,061624.1k $12.7m $12.7m 0.05% Added +35.7k +35,746
70 VISTA FINANCE, LLC 8.23% of their portfolio Clayton, MO 606,745606.7k $12.4m $12.4m 8.23% Added +22.9k +22,943
71 NAN FUNG TRINITY (HK) LTD 1.23% of their portfolio CENTRAL, HONG KONG, K3 604,000604.0k $12.3m $12.3m 1.23% Reduced -248.1k -248,100
72 TECTONIC ADVISORS LLC 0.67% of their portfolio FRISCO, TX 598,042598.0k $12.2m $12.2m 0.67% Added +62.9k +62,887
73 Chicago Partners Investment Group LLC 0.31% of their portfolio CHICAGO, IL 571,957572.0k $11.8m $11.8m 0.31% Added +7.7k +7,655
74 PALISADE CAPITAL MANAGEMENT, LP 0.31% of their portfolio FORT LEE, NJ 564,467564.5k $11.5m $11.5m 0.31% Reduced -5.9k -5,875
75 Baltimore-Washington Financial Advisors, Inc. 0.49% of their portfolio Columbia, MD 557,492557.5k $11.4m $11.4m 0.49% Added +40.8k +40,837
76 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 553,485553.5k $11.3m $11.3m 0.07% Added +538.0k +538,027
77 Bell Bank 0.47% of their portfolio FARGO, ND 530,194530.2k $10.8m $10.8m 0.47% Added +25.4k +25,402
78 LGT Group Foundation 0.12% of their portfolio VADUZ, N2 508,911508.9k $10.2m $10.2m 0.12% Added +9.8k +9,823
79 Columbus Macro, LLC 1.17% of their portfolio NEW CASTLE, PA 505,046505.0k $10.3m $10.3m 1.17% Added +57.1k +57,140
80 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 497,699497.7k $10.2m $10.2m 0.06% Added +1.9k +1,885
81 CREDIT AGRICOLE S A 0.03% of their portfolio Montrouge Cedex, I0 497,016497.0k $10.1m $10.1m 0.03% First filing
82 Enstar Group LTD 3.73% of their portfolio Hamilton, D0 495,112495.1k $10.1m $10.1m 3.73% Added +10.6k +10,588
83 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 490,000490.0k $10.0m $10.0m 0.00% Unchanged
84 HRT FINANCIAL LP 0.05% of their portfolio NEW YORK, NY 487,935487.9k $10.0m $10.0m 0.05% Reduced -5.6k -5,626
85 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 484,972485.0k $9.9m $9.9m 0.02% Added +36.0k +36,020
86 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 468,690468.7k $9.6m $9.6m 0.04% Added +7.1k +7,129
87 Boston Partners 0.01% of their portfolio BOSTON, MA 458,727458.7k $9.4m $9.4m 0.01% Reduced -8.6k -8,569
88 SCS Capital Management LLC 0.10% of their portfolio BOSTON, MA 454,572454.6k $9.3m $9.3m 0.10% Reduced -81.0k -80,955
89 GRITSTONE ASSET MANAGEMENT LLC 9.38% of their portfolio Bethesda, MD 446,754446.8k $9.1m $9.1m 9.38% Added +99 +99
90 DENALI ADVISORS LLC 1.03% of their portfolio SAN DIEGO, CA 446,106446.1k $9.1m $9.1m 1.03% Reduced -117.3k -117,345
91 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 442,884442.9k $9.0m $9.0m 0.15% Added +17.3k +17,336
92 Rathbones Group PLC 0.04% of their portfolio Liverpool, X0 438,807438.8k $9.0m $9.0m 0.04% Added +93.8k +93,800
93 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 430,839430.8k $8.8m $8.8m 0.04% Added +37.2k +37,241
94 Clearstead Advisors, LLC 0.13% of their portfolio CLEVELAND, OH 421,884421.9k $8.6m $8.6m 0.13% Added +37.7k +37,682
95 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 418,638418.6k $8.5m $8.5m 0.07% Added +86.3k +86,316
96 Carnegie Investment Counsel 0.16% of their portfolio PEPPER PIKE, OH 410,020410.0k $8.4m $8.4m 0.16% Added +14.4k +14,363
97 OPPENHEIMER & CO INC 0.10% of their portfolio NEW YORK, NY 405,110405.1k $8.3m $8.3m 0.10% Added +11.5k +11,495
98 MGO ONE SEVEN LLC 0.19% of their portfolio Beachwood, OH 405,078405.1k $8.3m $8.3m 0.19% Reduced -4.9k -4,932
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 392,343392.3k $7.8m $7.8m 0.01% Added +36.6k +36,635
100 NEW SOUTH CAPITAL MANAGEMENT INC 0.36% of their portfolio MEMPHIS, TN 386,537386.5k $7.9m $7.9m 0.36% Reduced -4.4k -4,402