As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Ares Dynamic Credit Allocation Fund. The largest reported stake is Thrivent Financial For Lutherans', at 20%. 15 filings are on record since August 6, 2025 (Schedule 13G/A, September 16, 2026).
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Key facts
- · Reporting person: Wells Fargo & Company · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 1,794,173 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-29
- · Reporting person: Principal Life Insurance Co · Sole voting: 0 · Shared voting: 160,000 · Sole dispositive: 0 · Shared dispositive: 160,000 · SCHEDULE 13G/A, 2026-10-29
- · Reporting person: Sun Life Assurance Company of Canada · Sole voting: 780,000 · Shared voting: 0 · Sole dispositive: 780,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-06
- · Reporting person: Sun Life Assurance Company of Canada · Sole voting: 780,000 · Shared voting: 0 · Sole dispositive: 780,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-06
- · Reporting person: Thrivent Financial For Lutherans · Sole voting: 800,000 · Shared voting: 0 · Sole dispositive: 800,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-09-16
Ares Dynamic Credit Allocation Fund has 15 Schedule 13D or 13G filings on record since 2025-08-06. 4 holders' latest filing reports 5% or more of common 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 |
| Sun Life Assurance Company of Canada | 19.5% | 780,000 | SCHEDULE 13G/A, 2026-10-06 | 2026-09-14 |
| Sun Life Assurance Company of Canada | 19.5% | 780,000 | SCHEDULE 13G/A, 2026-10-06 | 2026-09-14 |
| Wells Fargo & Company | 7.8% | 1,794,173 | SCHEDULE 13G/A, 2026-10-29 | 2026-09-30 |
| Apollo Management Holdings GP, LLC | 4% | 160,000 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-25 |
| Principal Life Insurance Co | 4% | 160,000 | SCHEDULE 13G/A, 2026-10-29 | 2026-09-30 |
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More on Ares Dynamic Credit Allocation Fund and the records around it.
Ares Dynamic Credit Allocation Fund elsewhere on the record
Companies that share a holder
- PRINCIPAL LIFE INSURANCE CO also filed stake reports on 2 other companies: Carlyle Tactical Private Credit Fund (Aug 2026), CION Ares Diversified Credit Fund (Nov 2025)
- Sun Life Assurance Company of Canada also filed stake reports on 4 other companies: CION Ares Diversified Credit Fund (Nov 2026), XAI Octagon Floating Rate & Alternative Income Trust (Nov 2025), Crescent Private Credit Income Corp (Aug 2025)
- Sun Life Assurance Company of Canada also filed stake reports on 4 other companies: CION Ares Diversified Credit Fund (Nov 2026), XAI Octagon Floating Rate & Alternative Income Trust (Nov 2025), Crescent Private Credit Income Corp (Aug 2025)
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What the Full Report on Ares Dynamic Credit Allocation Fund covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
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Who Pays Them, And Who They Are Up Against
Warning Bells
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Thrivent Financial For Lutherans | 800,000 | 0 | 800,000 | 0 | SCHEDULE 13G/A, 2026-09-16 |
| Sun Life Assurance Company of Canada | 780,000 | 0 | 780,000 | 0 | SCHEDULE 13G/A, 2026-10-06 |
| Sun Life Financial Inc. | 0 | 780,000 | 0 | 780,000 | SCHEDULE 13G/A, 2026-10-06 |
| Sun Life Assurance Company of Canada | 780,000 | 0 | 780,000 | 0 | SCHEDULE 13G/A, 2026-10-06 |
| Sun Life Financial Inc. | 0 | 780,000 | 0 | 780,000 | SCHEDULE 13G/A, 2026-10-06 |
| Wells Fargo & Company | 0 | 0 | 1,794,173 | 0 | SCHEDULE 13G/A, 2026-10-29 |
| Apollo Management Holdings GP, LLC | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Athene Annuity and Life Company | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Insurance Solutions Group LP | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| AISG GP Ltd. | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Life Asset L.P. | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Life Asset GP, LLC | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Capital Management, L.P. | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Capital Management GP, LLC | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Management Holdings, L.P. | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-07-28 |
| Principal Life Insurance Co | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-10-29 |
| Principal Global Investors | 0 | 160,000 | 0 | 160,000 | SCHEDULE 13G/A, 2026-10-29 |
The latest filing identifies Ares Dynamic Credit Allocation Fund by CUSIP 04014F102 and gives its principal executive office as 1800 Avenue of the Stars, Suite 1400, Los Angeles, CA 90067 (SCHEDULE 13G/A, 2026-10-29).
What the percentages are based on
Information in Row 11 of the respective cover pages of the individual Reporting Persons is incorporated into this Item 4(b) by reference.Apollo Management Holdings GP, LLC, SCHEDULE 13G/A, 2026-07-28
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 |
| 2026-10-06 | Sun Life Assurance Company of Canada | 19.5% | SCHEDULE 13G/A |
| 2026-10-06 | Sun Life Assurance Company of Canada | 19.5% | SCHEDULE 13G/A |
| 2026-10-29 | Principal Life Insurance Co | 4% | SCHEDULE 13G/A |
| 2026-10-29 | Wells Fargo & Company | 7.8% | SCHEDULE 13G/A |
Questions about who owns Ares Dynamic Credit Allocation Fund
Who owns Ares Dynamic Credit Allocation Fund?
On this page, 4 holders' latest ownership filings report 5% or more of Ares Dynamic Credit Allocation Fund: Thrivent Financial For Lutherans (20%, Schedule 13G/A, filed 2026-09-16), Sun Life Assurance Company of Canada (19.5%, Schedule 13G/A, filed 2026-10-06), Sun Life Assurance Company of Canada (19.5%, Schedule 13G/A, filed 2026-10-06) and Wells Fargo & Company (7.8%, Schedule 13G/A, filed 2026-10-29).
Who are the largest shareholders of Ares Dynamic Credit Allocation Fund?
By the share each holder's latest filing reports, the largest holders of Ares Dynamic Credit Allocation Fund on this page are Thrivent Financial For Lutherans (20%), Sun Life Assurance Company of Canada (19.5%) and Sun Life Assurance Company of Canada (19.5%).
When did Thrivent Financial For Lutherans buy into Ares Dynamic Credit Allocation Fund?
The filings give report dates, not purchase dates. The earliest filing from Thrivent Financial For Lutherans on this page is the Schedule 13G/A, filed 2026-09-16, reporting 20%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 15 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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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.