ADVENT CONVERT & INCOME (AVK) Institutional Shareholders
ADVENT CONVERT & INCOME (AVK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $155.59M in AVK holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of AVK tracked by InsiderSet, reporting ownership valued at approximately $23.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.47M, representing an estimated loss of -7.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed AVK value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Sit Investment Associates Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ADVENT CONVERT & INCOME (AVK).
This page ranks the largest institutional AVK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
108
Total Reported Value
$155.59M
Largest Holder
Raymond James Financial Inc
Largest Position
$23.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,780,142 | $23,319,854 | $21,468,513 | -$1,851,341 | -7.94% | |
| Sit Investment Associates Inc | 0.35% | 1,421,316 | $18,619,000 | $17,141,071 | -$1,477,929 | -7.94% | |
| Wells Fargo & Company/Mn | 0.00% | 881,999 | $11,554,178 | $10,636,908 | -$917,270 | -7.94% | |
| Guggenheim Capital Llc | 0.07% | 801,115 | $10,494,607 | $9,661,447 | -$833,160 | -7.94% | |
| Penserra Capital Management Llc | 0.07% | 684,338 | $8,964,000 | $8,253,116 | -$710,884 | -7.93% | |
| Advisors Asset Management, Inc. | 0.12% | 460,377 | $8,498,559 | $5,552,147 | -$2,946,412 | -34.67% | |
| Lpl Financial Llc | 0.00% | 528,821 | $6,927,556 | $6,377,581 | -$549,975 | -7.94% | |
| Morgan Stanley | 0.00% | 516,337 | $6,764,030 | $6,227,024 | -$537,006 | -7.94% | |
| Koshinski Asset Management, Inc. | 0.34% | 481,591 | $6,308,839 | $5,807,987 | -$500,852 | -7.94% | |
| Wolverine Asset Management Llc | 0.06% | 361,758 | $4,739,030 | $4,362,801 | -$376,229 | -7.94% | |
| Arete Wealth Advisors, Llc | 0.28% | 319,601 | $4,186,776 | $3,854,388 | -$332,388 | -7.94% | |
| Baird Financial Group, Inc. | 0.01% | 285,983 | $3,746,377 | $3,448,955 | -$297,422 | -7.94% | |
| Fca Corp | 0.82% | 254,832 | $3,338,306 | $3,073,274 | -$265,032 | -7.94% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 248,369 | $3,253,637 | $2,995,330 | -$258,307 | -7.94% | |
| Rockefeller Capital Management L.P. | 0.00% | 190,980 | $2,501,848 | $2,303,219 | -$198,629 | -7.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 159,498 | $2,089,420 | $1,923,546 | -$165,874 | -7.94% | |
| Cyndeo Wealth Partners, Llc | 0.09% | 153,126 | $2,005,952 | $1,846,700 | -$159,252 | -7.94% | |
| Osaic Holdings, Inc. | 0.00% | 117,641 | $1,541,113 | $1,418,750 | -$122,363 | -7.94% | |
| Ubs Group Ag | 0.00% | 109,792 | $1,438,275 | $1,324,092 | -$114,183 | -7.94% | |
| Newedge Advisors, Llc | 0.00% | 96,524 | $1,264,474 | $1,164,079 | -$100,395 | -7.94% | |
| &Partners | 0.00% | 71,383 | $933,216 | $860,879 | -$72,337 | -7.75% | |
| Absolute Investment Advisers, Llc | 0.09% | 68,584 | $898,450 | $827,123 | -$71,327 | -7.94% | |
| Sanctuary Advisors, Llc | 0.00% | 67,558 | $885,006 | $814,749 | -$70,257 | -7.94% | |
| Nwf Advisory Services Inc. | 0.08% | 67,113 | $879,181 | $809,383 | -$69,798 | -7.94% | |
| Stolper Co | 0.22% | 65,745 | $861,000 | $792,885 | -$68,115 | -7.91% | |
| Bank Of America Corp | 0.00% | 65,016 | $851,712 | $784,093 | -$67,619 | -7.94% | |
| Stifel Financial Corp | 0.00% | 63,232 | $828,338 | $762,578 | -$65,760 | -7.94% | |
| Formidable Asset Management, Llc | 0.13% | 73,901 | $824,735 | $891,246 | +$66,511 | +8.06% | |
| Modern Wealth Management, Llc | 0.01% | 54,307 | $711,419 | $654,942 | -$56,477 | -7.94% | |
| Pfg Investments, Llc | 0.03% | 50,298 | $658,910 | $606,594 | -$52,316 | -7.94% | |
| International Assets Investment Management, Llc | 0.04% | 47,636 | $621,650 | $574,490 | -$47,160 | -7.59% | |
| Waverly Advisors, Llc | 0.00% | 46,333 | $606,964 | $558,776 | -$48,188 | -7.94% | |
| Quarry Lp | 0.09% | 44,322 | $580,618 | $534,523 | -$46,095 | -7.94% | |
| Heron Bay Capital Management | 0.05% | 42,823 | $560,980 | $516,445 | -$44,535 | -7.94% | |
| Cetera Investment Advisers | 0.00% | 42,060 | $550,990 | $507,244 | -$43,746 | -7.94% | |
| Concurrent Investment Advisors, Llc | 0.00% | 39,784 | $521,174 | $479,795 | -$41,379 | -7.94% | |
| Ameritas Advisory Services, Llc | 0.01% | 39,309 | $514,948 | $474,067 | -$40,881 | -7.94% | |
| Pmg Family Office Llc | 0.47% | 39,171 | $513,140 | $472,402 | -$40,738 | -7.94% | |
| Calamos Advisors Llc | 0.00% | 38,189 | $500,276 | $460,559 | -$39,717 | -7.94% | |
| Wcg Wealth Advisors Llc | 0.01% | 36,752 | $481,451 | $443,229 | -$38,222 | -7.94% | |
| Sage Capital Management, Llc | 0.19% | 36,200 | $474,220 | $436,572 | -$37,648 | -7.94% | |
| Twelve Points Wealth Management Llc | 0.09% | 34,785 | $455,687 | $419,507 | -$36,180 | -7.94% | |
| Integrated Wealth Concepts Llc | 0.00% | 34,396 | $450,588 | $414,816 | -$35,772 | -7.94% | |
| Xtx Topco Ltd | 0.01% | 33,273 | $435,876 | $401,272 | -$34,604 | -7.94% | |
| Kestra Advisory Services, Llc | 0.00% | 33,153 | $434,310 | $399,825 | -$34,485 | -7.94% | |
| Centurion Wealth Management Llc | 0.10% | 32,815 | $429,880 | $395,749 | -$34,131 | -7.94% | |
| Shaker Financial Services, Llc | 0.12% | 29,979 | $392,725 | $361,547 | -$31,178 | -7.94% | |
| Moors & Cabot, Inc. | 0.01% | 28,750 | $376,625 | $346,725 | -$29,900 | -7.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,815 | $376,321 | $347,509 | -$28,812 | -7.66% | |
| Landscape Capital Management, L.L.C. | 0.02% | 22,185 | $290,624 | $267,551 | -$23,073 | -7.94% |
Frequently asked questions about AVK
Who owns the most AVK stock?
The largest holders of AVK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADVENT CONVERT & INCOME (AVK).
Is AVK widely held by superinvestors?
Many widely followed stocks like AVK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.