Funds holding Ares Management Corp
607 funds declare a position · 160 ETFs and 447 other funds · 10.4B $· 694.3M SEK· 1.5M € · US03990B1017
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,667,578 | 727.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 5,235,913 | 571.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 5,004,375 | 546M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,532,215 | 494.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 5 | Growth Fund of America Growth Fund of America | 4,092,559 | 458.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 6 | Income Fund of America Income Fund of America | 3,666,921 | 430.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 7 | Franklin Rising Dividends Fund Franklin Managed Trust | 3,265,000 | 356.2M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 8 | American Balanced Fund American Balanced Fund | 2,964,706 | 323.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 9 | MidCap Fund Principal Funds, Inc | 2,811,114 | 330M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2,706,816 | 295.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Core S&P 500 ETF iShares Trust | 2,653,319 | 289.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 12 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,621,734 | 293.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 2,140,672 | 233.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 14 | MFS Value Fund MFS SERIES TRUST I | 1,835,862 | 205.6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 15 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,630,574 | 191.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 16 | VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,596,195 | 174.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 17 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,395,522 | 152.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 18 | iShares Russell Mid-Cap Growth ETF iShares Trust | 1,263,201 | 137.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 19 | JPMorgan Equity Income Fund JPMorgan Trust II | 1,217,789 | 132.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 20 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,162,503 | 126.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 21 | American Funds Fundamental Investors American Funds Fundamental Investors | 1,151,904 | 125.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 22 | MFS Growth Fund MFS Series Trust II | 1,141,325 | 127.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 23 | Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 966,346 | 105.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 24 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 916,357 | 100M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 25 | Janus Henderson Research Fund JANUS INVESTMENT FUND | 881,131 | 96.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 26 | iShares Russell 1000 Growth ETF iShares Trust | 758,715 | 82.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 27 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 741,068 | 87M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares Core Dividend Growth ETF iShares Trust | 736,998 | 86.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 29 | Disciplined Value Mid Cap Fund John Hancock Funds III | 725,827 | 79.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 30 | iShares Russell Mid-Cap ETF iShares Trust | 719,979 | 78.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 31 | New Economy Fund New Economy Fund | 704,353 | 78.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 32 | Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 699,352 | 76.3M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 33 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 696,989 | 81.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 34 | THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 683,341 | 80.2M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 35 | THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 662,360 | 77.8M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 36 | MFS Mid Cap Growth Fund MFS Series Trust IV | 640,121 | 71.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 37 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 620,383 | 67.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 38 | Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 605,509 | 66.1M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 39 | ClearBridge Growth Fund Legg Mason Partners Investment Trust | 568,500 | 63.7M $ | 1.51 % | as of Feb 27, 2026 · Original filing |
| 40 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 564,286 | 66.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 41 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 502,839 | 56.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 42 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 454,002 | 53.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 433,469 | 47.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | Franklin Small-Mid Cap Growth Fund Franklin Strategic Series | 411,312 | 48.3M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 45 | Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 410,700 | 48.2M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| 46 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust | 391,800 | 42.7M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| 47 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 385,620 | 43.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 48 | Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 365,209 | 39.8M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| 49 | Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 361,800 | 40.5M $ | 4.10 % | as of Feb 28, 2026 · Original filing |
| 50 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 360,817 | 40.4M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 51 | iShares S&P 500 Value ETF iShares Trust | 354,309 | 38.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 52 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 309,721 | 34.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 53 | AP7 Aktiefond Sjunde AP-fonden | 306,857 | 318.9M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 304,681 | 34.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 55 | Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 288,860 | 31.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 267,585 | 31.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 57 | Fidelity Value Fund Fidelity Capital Trust | 258,115 | 30.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 58 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 257,860 | 28.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 246,366 | 26.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 60 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 242,295 | 26.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 229,832 | 25.1M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 62 | Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 212,385 | 23.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 63 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 212,317 | 23.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 64 | LargeCap Growth Fund I Principal Funds, Inc | 204,433 | 24M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 65 | CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II | 200,640 | 21.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 66 | JPMorgan U.S. Value Fund JPMorgan Trust I | 198,476 | 21.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 67 | Carnegie Listed Private Equity Carnegie Fonder AB | 195,601 | 203.4M SEK | 3.17 % | as of Mar 31, 2026 · Original filing |
| 68 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 195,197 | 21.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 69 | JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 194,295 | 21.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 70 | Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 191,318 | 20.9M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 71 | S&P 500 Index Master Portfolio Master Investment Portfolio | 189,412 | 20.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 72 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 189,397 | 21.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 73 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 187,015 | 20.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 74 | Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 180,000 | 21.1M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 75 | iShares Core S&P U.S. Value ETF iShares Trust | 172,820 | 18.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 76 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 162,428 | 18.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 77 | Nuveen Equity Index Fund TIAA-CREF Funds | 161,312 | 18.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 78 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 153,577 | 18M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 79 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 151,487 | 16.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 80 | Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 145,204 | 16.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 81 | Fidelity Capital and Income Fund Fidelity Summer Street Trust | 145,100 | 17M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 82 | iShares Russell 1000 ETF iShares Trust | 133,718 | 14.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 83 | Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 130,316 | 14.2M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| 84 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 129,144 | 14.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 85 | Vulcan Value Partners Fund Elevation Series Trust | 127,637 | 15M $ | 5.85 % | as of Apr 30, 2026 · Original filing |
| 86 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 122,439 | 14.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 87 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 120,137 | 13.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 88 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 118,824 | 13M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 89 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 118,159 | 12.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 114,310 | 13.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 91 | Large Cap Index Master Portfolio Master Investment Portfolio | 112,620 | 12.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 92 | NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 110,729 | 13M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 93 | JNL/WMC Equity Income Fund JNL Series Trust | 110,096 | 12M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 94 | Guardian Equity Income VIP Fund Guardian Variable Products Trust | 109,031 | 11.9M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 95 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 108,770 | 12.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 96 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 106,964 | 12.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 97 | iShares U.S. Financials ETF iShares Trust | 104,309 | 12.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 98 | HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 102,734 | 11.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 99 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 102,500 | 11.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 100 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 101,617 | 11.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
Institutional managers
780 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 16,169,065 | 1.8B $ | as of Mar 31, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13,364,740 | 1.5B $ | as of Mar 31, 2026 |
| Capital World Investors | 11,784,120 | 1.3B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 11,162,802 | 1.2B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 8,604,601 | 938.8M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,614,645 | 830.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,963,306 | 650.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,624,013 | 611.2M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 5,122,470 | 558.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,522,344 | 486.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 4,196,847 | 457.9M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 4,009,291 | 437.4M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,846,219 | 422.2M $ | as of Mar 31, 2026 |
| Capital International Investors | 3,056,451 | 333.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,823,629 | 308.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,421,045 | 264.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,236,580 | 244M $ | as of Mar 31, 2026 |
| LRI Investments, LLC | 2,342,199 | 227.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 2,080,407 | 227M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,978,796 | 215.9M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,951,264 | 212.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,892,516 | 206.5M $ | as of Mar 31, 2026 |
| Vulcan Value Partners, LLC | 1,691,176 | 184.5M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,653,078 | 180.3M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,572,787 | 171.6M $ | as of Mar 31, 2026 |