We are live on ! Find out more
ARDC

Are Dynamic Credit Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$14.1M +1,051,713 +481%
GC
2
Guggenheim Capital
Illinois
$14.7M -$970K -72,349 -6%
SIA
3
Sit Investment Associates
Minnesota
$8.48M -$91.5K -6,829 -1%
Cohen & Steers
4
Cohen & Steers
New York
$8.11M
Wells Fargo
5
Wells Fargo
California
$7.85M +$185K +13,806 +2%
Invesco
6
Invesco
Georgia
$7.03M -$361K -26,962 -4%
AAM
7
Advisors Asset Management
Colorado
$5.03M +$105K +7,832 +2%
UBS Group
8
UBS Group
Switzerland
$4M -$123K -9,152 -3%
Stifel Financial
9
Stifel Financial
Missouri
$3.67M +$68.3K +5,093 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$3.54M +$415 +31 +0%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.37M +$537K +40,073 +17%
VCM
12
Vivaldi Capital Management
Illinois
$3.01M +$2.51M +187,414 +316%
SFS
13
Shaker Financial Services
Virginia
$2.67M +$169K +12,594 +6%
CIA
14
Capital Investment Advisors
Georgia
$2.32M +$102K +7,618 +4%
GA
15
GraniteShares Advisors
New York
$2.25M +$71.1K +5,308 +3%
SCM
16
Saba Capital Management
New York
$1.57M +$1.22M +91,096 +243%
Bank of America
17
Bank of America
North Carolina
$1.52M -$59.5K -4,443 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.26M -$87.5K -6,531 -6%
CWP
19
Curated Wealth Partners
California
$1.04M
OC
20
Oppenheimer & Co
New York
$1.04M +$39.2K +2,925 +4%
BlackRock
21
BlackRock
New York
$592K +$650K +48,540 New
LSC
22
Logan Stone Capital
Illinois
$499K +$548K +40,875 New
OFG
23
OTA Financial Group
New York
$451K +$496K +36,989 New
MMA
24
Miracle Mile Advisors
California
$427K
ARC
25
Advisor Resource Council
Texas
$378K +$415K +30,940 New