Smart Money Radar / Tickers / ARES

ARES Financial Services

CROWD: RED Active holders jumped 581 to 527 recently. Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
527
of 790 total, index funds excluded
This quarter
+122
174 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2018Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $22.5B held
FundValueNote
BlackRock, Inc. $1.8B
VANGUARD CAPITAL MANAGEMENT… $1.5B
SUMITOMO MITSUI FINANCIAL G… $1.5B
Capital World Investors $1.3B
WELLINGTON MANAGEMENT GROUP… $1.2B
VANGUARD PORTFOLIO MANAGEME… $1.2B
STATE STREET CORP $939M
CANADA PENSION PLAN INVESTM… $831M
CHARLES SCHWAB INVESTMENT M… $651M
GEODE CAPITAL MANAGEMENT, L… $611M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.