Ares Dynamic Credit Allocation Fund, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-06. 2 holders' latest filing reports 5% or more of mandatory redeemable preferred shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | 20% | 800,000 | SCHEDULE 13G/A, 2026-09-16 | 2026-07-15 |
| Wells Fargo & Company | 8.3% | 1,913,094 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| Apollo Management Holdings GP, LLC | 4% | 160,000 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-25 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-06 | Wells Fargo & Company | 7.3% | SCHEDULE 13G/A |
| 2025-08-14 | Apollo Management Holdings GP, LLC | 19% | SCHEDULE 13G/A |
| 2025-10-22 | Wells Fargo & Company | 7.8% | SCHEDULE 13G/A |
| 2025-11-14 | Apollo Management Holdings GP, LLC | 19% | SCHEDULE 13G/A |
| 2026-01-29 | Wells Fargo & Company | 7.2% | SCHEDULE 13G/A |
| 2026-02-13 | Apollo Management Holdings GP, LLC | 19% | SCHEDULE 13G/A |
| 2026-05-12 | Wells Fargo & Company | 6.9% | SCHEDULE 13G/A |
| 2026-05-14 | Apollo Management Holdings GP, LLC | 19% | SCHEDULE 13G/A |
| 2026-07-28 | Wells Fargo & Company | 8.3% | SCHEDULE 13G/A |
| 2026-07-28 | Apollo Management Holdings GP, LLC | 4% | SCHEDULE 13G/A |
| 2026-09-16 | Thrivent Financial For Lutherans | 20% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.