Vault-13

ARES CAPITAL CORP ARCC

COM · Common Stock · CUSIP 04010L103 · ISIN US04010L1035

833 institutional holders +42 vs Q3 2025
240,276,186240.3m shares reported held*
33.5% of all shares outstanding*
$4.9bnreported value*
91 new 296 added 255 reduced 75 sold out net bought ≈ $122.8m (+6.1m 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 ($6.4m this quarter). Holder counts are more reliable. Shares outstanding: 718.0m as of 2026-01-29, 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 ≈ $20.23. Options: 11 managers hold calls ($73.1m notional), 18 hold puts ($171.1m).

Trends to Q4 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: 791Q4 25: 833833Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025833

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 406 bought or addedQ3 25: 298 cut or sold outQ4 25: 387 bought or addedQ4 25: 330 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024350254
Q2 2024383252
Q3 2024392246
Q4 2024424248
Q1 2025459271
Q2 2025398330
Q3 2025406298
Q4 2025387330

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ1 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 1.53Q4 25 calls: $73.1mQ4 25 puts: $171.1mQ4 25P/C 2.34
Numbers
QuarterCallsPutsP/C
Q1 2025$85.2m$130.0m1.53
Q2 2025$97.5m$172.7m1.77
Q3 2025$82.8m$126.9m1.53
Q4 2025$73.1m$171.1m2.34

Biggest buyers

CITADEL ADVISORS LLC Added +5,612,998+5.6m
UBS Group AG Added +3,301,890+3.3m
Altshuler Shaham Ltd New +1,650,000+1.6m
Michael & Susan Dell Foundation New +1,289,594+1.3m
Corient Private Wealth LP Added +1,195,178+1.2m
Balyasny Asset Management L.P. New +1,008,351+1.0m
Legal & General Group Plc Added +761,838+761.8k
TWO SIGMA INVESTMENTS, LP Added +710,957+711.0k
D. E. Shaw & Co., Inc. New +630,267+630.3k
Focus Partners Wealth Added +619,172+619.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -4,642,847-4.6m
Invesco Ltd. Reduced -2,316,015-2.3m
Partners Group Holding AG Sold out -1,767,154-1.8m
GOLDMAN SACHS GROUP INC Reduced -1,289,989-1.3m
TWO SIGMA ADVISERS, LP Reduced -1,256,600-1.3m
McGowan Group Asset Management, Inc. Sold out -1,169,612-1.2m
CCLA Investment Management Reduced -1,021,278-1.0m
MARSHALL WACE, LLP Reduced -914,055-914.1k
BANK OF AMERICA CORP /DE/ Reduced -699,590-699.6k
NAN FUNG TRINITY (HK) LTD Sold out -604,000-604.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $38.8m1.9m shares
CITADEL ADVISORS LLC Added $11.5m566.9k shares
JANE STREET GROUP, LLC Reduced $6.6m324.0k shares
Walleye Trading LLC Added $5.9m290.5k shares
SIMPLEX TRADING, LLC Added $3.3m164.8k shares
IMC-Chicago, LLC Reduced $3.1m154.2k shares
GROUP ONE TRADING LLC Reduced $2.6m127.3k shares
Caption Management, LLC New $606.9k30.0k shares
Squarepoint Ops LLC New $469.3k23.2k shares
JPMORGAN CHASE & CO New $242.8k12.0k shares

Biggest puts

CITIGROUP INC Added $40.5m2.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $38.1m1.9m shares
Parallax Volatility Advisers, L.P. Added $34.4m1.7m shares
HBK INVESTMENTS L P Added $14.2m700.0k shares
MILLENNIUM MANAGEMENT LLC Reduced $11.4m562.1k shares
CITADEL ADVISORS LLC Added $10.3m507.9k shares
BAYVIEW ASSET MANAGEMENT, LLC New $6.1m300.0k shares
SIMPLEX TRADING, LLC Added $5.8m286.9k shares
GROUP ONE TRADING LLC Added $3.3m161.0k shares
IMC-Chicago, LLC Added $2.5m125.2k 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 Q4 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
202Q1 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 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 1 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20252$1.1m0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$265.1k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-10-31 SCHNABEL MICHAEL KORT Chief Executive Officer Bought 13,000 $20.39 $265.1k13.0k shares +87%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 17,558,58117.6m $355.2m $355.2m 0.02% Added +341.6k +341,578
2 VAN ECK ASSOCIATES CORP 0.21% of their portfolio NEW YORK, NY 12,673,57912.7m $256.4m $256.4m 0.21% Reduced -334.9k -334,932
3 UBS Group AG 0.04% of their portfolio ZURICH, V8 11,201,90511.2m $226.6m $226.6m 0.04% Added +3.3m +3,301,890
4 CITADEL ADVISORS LLC 0.11% of their portfolio MIAMI, FL 8,077,1638.1m $163.4m $163.4m 0.11% Added +5.6m +5,612,998
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 7,876,2247.9m $159.3m $159.3m 0.01% Reduced -699.6k -699,590
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 7,815,9457.8m $158.1m $158.1m 0.01% Reduced -4.6m -4,642,847
7 Legal & General Group Plc 0.02% of their portfolio London, X0 5,408,0675.4m $109.4m $109.4m 0.02% Added +761.8k +761,838
8 Generali Asset Management SPA SGR 2.09% of their portfolio TRIESTE, L6 5,052,1195.1m $102.2m $102.2m 2.09% Unchanged
9 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 4,387,6374.4m $88.8m $88.8m 0.02% Added +63.8k +63,796
10 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,210,3654.2m $85.2m $85.2m 0.02% Added +144.4k +144,434
11 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 4,162,9784.2m $84.2m $84.2m 0.02% Added +370.9k +370,927
12 Advisors Capital Management, LLC 0.85% of their portfolio RIDGEWOOD, NJ 3,566,7903.6m $72.2m $72.2m 0.85% Added +423.8k +423,795
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.07% of their portfolio ST. LOUIS, MO 3,542,7723.5m $71.7m $71.7m 1.07% Reduced -139.6k -139,638
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,163,0253.2m $64.0m $64.0m 0.00% Reduced -77.8k -77,793
15 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,161,9243.2m $64.0m $64.0m 0.02% Reduced -64.7k -64,744
16 Allen Investment Management, LLC 0.69% of their portfolio NEW YORK, NY 3,086,4493.1m $62.4m $62.4m 0.69% Reduced -48.7k -48,652
17 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,014,3813.0m $61.0m $61.0m 0.01% Reduced -516.0k -515,974
18 TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio NEW YORK, NY 2,967,7393.0m $60.0m $60.0m 0.09% Added +711.0k +710,957
19 Evercore Wealth Management, LLC 0.87% of their portfolio New York, NY 2,938,3572.9m $59.4m $59.4m 0.87% Added +547.1k +547,071
20 Sound Income Strategies, LLC 2.59% of their portfolio FT LAUDERDALE, FL 2,616,7892.6m $54.7m $54.7m 2.59% Added +138.9k +138,857
21 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 2,602,0052.6m $52.6m $52.6m 0.05% Reduced -6.9k -6,895
22 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,572,2122.6m $52.0m $52.0m 0.08% Added +61.5k +61,471
23 FMR LLC 0.00% of their portfolio BOSTON, MA 2,503,6352.5m $50.6m $50.6m 0.00% Added +531.7k +531,722
24 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 2,447,0582.4m $49.5m $49.5m 0.05% Reduced -566.0k -565,957
25 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 2,384,6402.4m $48.2m $48.2m 0.03% Added +1.2m +1,195,178
26 OMERS ADMINISTRATION Corp 0.34% of their portfolio TORONTO, A6 2,360,0552.4m $47.7m $47.7m 0.34% Added +154.5k +154,541
27 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 2,251,4372.3m $45.5m $45.5m 0.08% Added +79.5k +79,488
28 ARES MANAGEMENT LLC 2.60% of their portfolio LOS ANGELES, CA 2,245,8102.2m $45.4m $45.4m 2.60% Added +191.4k +191,434
29 Progeny 3, Inc. 2.42% of their portfolio KIRKLAND, WA 2,224,7282.2m $45.0m $45.0m 2.42% Added +99.0k +99,010
30 Muzinich & Co., Inc. 13.63% of their portfolio NEW YORK, NY 2,142,6062.1m $43.3m $43.3m 13.63% Added +502.5k +502,493
31 Border to Coast Pensions Partnership Ltd 0.70% of their portfolio LEEDS, X0 1,975,0002.0m $40.0m $40.0m 0.70% Reduced -25.0k -25,000
32 NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio TOKYO, M0 1,760,1581.8m $35.6m $35.6m 0.09% Reduced -90.4k -90,368
33 CCLA Investment Management 0.55% of their portfolio LONDON, X0 1,703,1441.7m $34.5m $34.5m 0.55% Reduced -1.0m -1,021,278
34 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 1,671,2741.7m $33.8m $33.8m 0.02% Added +153.7k +153,714
35 Altshuler Shaham Ltd 0.51% of their portfolio Tel Aviv, L3 1,650,0001.6m $33.4m $33.4m 0.51% New
36 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 1,644,7291.6m $33.3m $33.3m 0.03% Unchanged
37 CAPITAL ADVISORS INC/OK 0.51% of their portfolio TULSA, OK 1,568,3691.6m $31.7m $31.7m 0.51% Added +13.1k +13,060
38 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 1,506,4681.5m $30.5m $30.5m 0.01% Added +214.9k +214,937
39 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 1,473,0641.5m $29.8m $29.8m 0.03% Added +82.6k +82,633
40 CANADA LIFE ASSURANCE Co 0.05% of their portfolio WINNIPEG, A2 1,363,6691.4m $27.7m $27.7m 0.05% Added +484.9k +484,867
41 Michael & Susan Dell Foundation 0.90% of their portfolio NEW YORK, NY 1,289,5941.3m $26.1m $26.1m 0.90% New
42 BRUNI J V & CO /CO 2.54% of their portfolio COLORADO SPRINGS, CO 1,277,4031.3m $25.8m $25.8m 2.54% Added +3.1k +3,094
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,275,2671.3m $25.8m $25.8m 0.00% Reduced -1.3m -1,289,989
44 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,238,8261.2m $25.1m $25.1m 0.00% Reduced -180.5k -180,526
45 TWO SIGMA ADVISERS, LP 0.05% of their portfolio NEW YORK, NY 1,217,9001.2m $24.6m $24.6m 0.05% Reduced -1.3m -1,256,600
46 SPINNAKER TRUST 1.31% of their portfolio PORTLAND, ME 1,210,9411.2m $24.5m $24.5m 1.31% Added +176.0k +176,040
47 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 1,198,9261.2m $24.3m $24.3m 0.06% Added +41.1k +41,118
48 STEPHENS INC /AR/ 0.29% of their portfolio LITTLE ROCK, AR 1,136,2601.1m $23.0m $23.0m 0.29% Reduced -38.6k -38,562
49 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 1,075,1471.1m $21.8m $21.8m 0.03% Added +102.7k +102,687
50 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 1,073,8211.1m $21.7m $21.7m 0.01% Added +403.4k +403,429
51 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 1,051,4881.1m $21.3m $21.3m 0.06% Reduced -19.4k -19,411
52 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 1,008,3511.0m $20.4m $20.4m 0.04% New
53 SAGE ADVISORS, LLC 12.82% of their portfolio BOULDER, CO 955,548955.5k $19.3m $19.3m 12.82% Reduced -78.4k -78,430
54 iA Global Asset Management Inc. 0.23% of their portfolio QUEBEC, A8 901,098901.1k $18.2m $18.2m 0.23% Added +79.7k +79,736
55 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 895,988896.0k $18.1m $18.1m 0.02% Reduced -914.1k -914,055
56 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 889,620889.6k $18.0m $18.0m 0.01% Added +222.4k +222,424
57 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 841,558841.6k $17.0m $17.0m 0.01% Added +140.1k +140,099
58 Trexquant Investment LP 0.15% of their portfolio STAMFORD, CT 832,413832.4k $16.8m $16.8m 0.15% Added +594.9k +594,889
59 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 829,974830.0k $16.8m $16.8m 0.02% Reduced -258.0k -258,044
60 Melia Wealth LLC 7.58% of their portfolio TULSA, OK 810,232810.2k $16.4m $16.4m 7.58% Added +8.5k +8,531
61 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 808,636808.6k $16.4m $16.4m 0.02% Added +485.8k +485,820
62 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 802,561802.6k $16.2m $16.2m 0.00% Reduced -59.8k -59,799
63 SIGMA INVESTMENT COUNSELORS INC 0.81% of their portfolio NORTHVILLE, MI 792,585792.6k $16.0m $16.0m 0.81% Added +22.1k +22,127
64 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 774,721774.7k $15.7m $15.7m 0.01% Reduced -8.8k -8,763
65 Rathbones Group PLC 0.03% of their portfolio Liverpool, X0 758,648758.6k $15.3m $15.3m 0.03% Added +319.8k +319,841
66 Edgemoor Investment Advisors, Inc. 1.11% of their portfolio BETHESDA, MD 704,973705.0k $14.3m $14.3m 1.11% Added +934 +934
67 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 698,927698.9k $14.1m $14.1m 0.02% Added +619.2k +619,172
68 Estate Planners Group, LLC 5.95% of their portfolio YARDLEY, PA 678,831678.8k $13.7m $13.7m 5.95% First filing
69 TECTONIC ADVISORS LLC 0.71% of their portfolio FRISCO, TX 662,533662.5k $13.4m $13.4m 0.71% Added +64.5k +64,491
70 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 630,267630.3k $12.8m $12.8m 0.01% New
71 Naviter Wealth, LLC 1.66% of their portfolio LITTLE ROCK, AR 628,224628.2k $12.7m $12.7m 1.66% Reduced -19.6k -19,640
72 D.A. DAVIDSON & CO. 0.08% of their portfolio GREAT FALLS, MT 617,702617.7k $12.5m $12.5m 0.08% Reduced -282.2k -282,224
73 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 616,960617.0k $12.5m $12.5m 0.05% Reduced -7.1k -7,101
74 Baltimore-Washington Financial Advisors, Inc. 0.52% of their portfolio Columbia, MD 613,371613.4k $12.4m $12.4m 0.52% Added +55.9k +55,879
75 Chicago Partners Investment Group LLC 0.29% of their portfolio CHICAGO, IL 575,641575.6k $12.0m $12.0m 0.29% Added +3.7k +3,684
76 Columbus Macro, LLC 1.23% of their portfolio NEW CASTLE, PA 554,804554.8k $11.2m $11.2m 1.23% Added +49.8k +49,758
77 PALISADE CAPITAL MANAGEMENT, LP 0.33% of their portfolio FORT LEE, NJ 551,786551.8k $11.2m $11.2m 0.33% Reduced -12.7k -12,681
78 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 544,100544.1k $11.0m $11.0m 0.02% Reduced -206.0k -206,000
79 Bell Bank 0.46% of their portfolio FARGO, ND 534,586534.6k $10.8m $10.8m 0.46% Added +4.4k +4,392
80 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 527,964528.0k $10.7m $10.7m 0.01% Added +516.0k +515,989
81 LGT Group Foundation 0.11% of their portfolio VADUZ, N2 518,349518.3k $10.5m $10.5m 0.11% Added +9.4k +9,438
82 Gilbert & Cook, Inc. 1.27% of their portfolio WEST DES MOINES, IA 501,354501.4k $10.1m $10.1m 1.27% Reduced -271.8k -271,818
83 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 491,587491.6k $9.9m $9.9m 0.05% Reduced -6.1k -6,112
84 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 488,537488.5k $9.9m $9.9m 0.01% Reduced -405.3k -405,297
85 VISTA FINANCE, LLC 6.54% of their portfolio Clayton, MO 485,910485.9k $9.8m $9.8m 6.54% Reduced -120.8k -120,835
86 XTX Topco Ltd 0.26% of their portfolio LONDON, X0 482,915482.9k $9.8m $9.8m 0.26% New
87 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 467,328467.3k $9.5m $9.5m 0.02% Reduced -17.6k -17,644
88 SCS Capital Management LLC 0.10% of their portfolio BOSTON, MA 453,686453.7k $9.2m $9.2m 0.10% Reduced -886 -886
89 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 449,345449.3k $9.1m $9.1m 0.00% Added +71.9k +71,903
90 GRITSTONE ASSET MANAGEMENT LLC 8.63% of their portfolio Bethesda, MD 446,855446.9k $9.0m $9.0m 8.63% Added +101 +101
91 Quantbot Technologies LP 0.30% of their portfolio NEW YORK, NY 446,577446.6k $9.0m $9.0m 0.30% Added +354.1k +354,105
92 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 442,927442.9k $9.0m $9.0m 0.00% Reduced -2.3m -2,316,015
93 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 442,916442.9k $9.0m $9.0m 0.04% Added +12.1k +12,077
94 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 430,671430.7k $8.7m $8.7m 0.15% Reduced -12.2k -12,213
95 OPPENHEIMER & CO INC 0.12% of their portfolio NEW YORK, NY 421,141421.1k $8.5m $8.5m 0.12% Added +16.0k +16,031
96 MGO ONE SEVEN LLC 0.17% of their portfolio Beachwood, OH 416,529416.5k $8.4m $8.4m 0.17% Added +11.5k +11,451
97 Obermeyer Wealth Partners 0.38% of their portfolio ASPEN, CO 413,151413.2k $8.4m $8.4m 0.38% Added +43.0k +42,992
98 Boston Partners 0.01% of their portfolio BOSTON, MA 412,739412.7k $8.3m $8.3m 0.01% Reduced -46.0k -45,988
99 Carnegie Investment Counsel 0.15% of their portfolio PEPPER PIKE, OH 409,535409.5k $8.3m $8.3m 0.15% Reduced -485 -485
100 DENALI ADVISORS LLC 0.88% of their portfolio SAN DIEGO, CA 392,429392.4k $7.9m $7.9m 0.88% Reduced -53.7k -53,677