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 $106.27M 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 $17.84M in its March 31, 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 $19.79M, representing an estimated gain of +10.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed AVK value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Wells Fargo & Company/Mn, Guggenheim Capital Llc, 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
106
Total Reported Value
$106.27M
Largest Holder
Raymond James Financial Inc
Largest Position
$17.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
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% | 1,598,699 | $17,841,483 | $19,791,894 | +$1,950,411 | +10.93% | |
| Wells Fargo & Company/Mn | 0.00% | 860,064 | $9,598,310 | $10,647,592 | +$1,049,282 | +10.93% | |
| Guggenheim Capital Llc | 0.07% | 743,063 | $8,292,583 | $9,199,120 | +$906,537 | +10.93% | |
| Advisors Asset Management, Inc. | 0.13% | 690,549 | $7,706,527 | $8,548,997 | +$842,470 | +10.93% | |
| Koshinski Asset Management, Inc. | 0.34% | 481,591 | $6,308,839 | $5,962,097 | -$346,742 | -5.50% | |
| Morgan Stanley | 0.00% | 543,111 | $6,061,137 | $6,723,714 | +$662,577 | +10.93% | |
| Lpl Financial Llc | 0.00% | 536,305 | $5,985,167 | $6,639,456 | +$654,289 | +10.93% | |
| Arete Wealth Advisors, Llc | 0.26% | 317,688 | $3,551,836 | $3,932,977 | +$381,141 | +10.73% | |
| Baird Financial Group, Inc. | 0.00% | 286,777 | $3,200,435 | $3,550,299 | +$349,864 | +10.93% | |
| Fca Corp | 0.75% | 239,080 | $2,668,132 | $2,959,810 | +$291,678 | +10.93% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 226,812 | $2,531,226 | $2,807,933 | +$276,707 | +10.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 159,498 | $2,089,420 | $1,974,585 | -$114,835 | -5.50% | |
| Cyndeo Wealth Partners, Llc | 0.09% | 153,126 | $2,005,952 | $1,895,700 | -$110,252 | -5.50% | |
| Wolverine Asset Management Llc | 0.03% | 152,998 | $1,707,458 | $1,894,115 | +$186,657 | +10.93% | |
| Creative Planning | 0.00% | 140,964 | $1,573,158 | $1,745,134 | +$171,976 | +10.93% | |
| Readystate Asset Management Lp | 0.07% | 106,373 | $1,187,123 | $1,316,898 | +$129,775 | +10.93% | |
| Ubs Group Ag | 0.00% | 104,300 | $1,163,988 | $1,291,234 | +$127,246 | +10.93% | |
| Osaic Holdings, Inc. | 0.00% | 100,092 | $1,117,030 | $1,239,139 | +$122,109 | +10.93% | |
| Absolute Investment Advisers, Llc | 0.09% | 68,584 | $898,450 | $849,070 | -$49,380 | -5.50% | |
| Nwf Advisory Services Inc. | 0.08% | 67,113 | $879,181 | $830,859 | -$48,322 | -5.50% | |
| Formidable Asset Management, Llc | 0.13% | 73,901 | $824,735 | $914,894 | +$90,159 | +10.93% | |
| &Partners | 0.00% | 73,046 | $815,193 | $904,309 | +$89,116 | +10.93% | |
| Sanctuary Advisors, Llc | 0.00% | 66,265 | $739,515 | $820,361 | +$80,846 | +10.93% | |
| Bank Of America Corp | 0.00% | 60,458 | $674,714 | $748,470 | +$73,756 | +10.93% | |
| Pfg Investments, Llc | 0.03% | 50,298 | $658,910 | $622,689 | -$36,221 | -5.50% | |
| Stifel Financial Corp | 0.00% | 56,269 | $627,968 | $696,610 | +$68,642 | +10.93% | |
| International Assets Investment Management, Llc | 0.04% | 47,636 | $621,650 | $589,734 | -$31,916 | -5.13% | |
| Modern Wealth Management, Llc | 0.01% | 54,235 | $616,652 | $671,429 | +$54,777 | +8.88% | |
| Millennium Management Llc | 0.00% | 53,470 | $596,725 | $661,959 | +$65,234 | +10.93% | |
| Waverly Advisors, Llc | 0.00% | 49,779 | $555,538 | $616,264 | +$60,726 | +10.93% | |
| Concurrent Investment Advisors, Llc | 0.00% | 39,784 | $521,174 | $492,526 | -$28,648 | -5.50% | |
| Pmg Family Office Llc | 0.47% | 39,171 | $513,140 | $484,937 | -$28,203 | -5.50% | |
| Calamos Advisors Llc | 0.00% | 38,189 | $500,276 | $472,780 | -$27,496 | -5.50% | |
| Heron Bay Capital Management | 0.04% | 42,823 | $477,904 | $530,149 | +$52,245 | +10.93% | |
| Sage Capital Management, Llc | 0.19% | 36,200 | $474,220 | $448,156 | -$26,064 | -5.50% | |
| Quarry Lp | 0.10% | 42,334 | $472,447 | $524,095 | +$51,648 | +10.93% | |
| Royal Bank Of Canada | 0.00% | 41,954 | $469,000 | $519,391 | +$50,391 | +10.74% | |
| Cetera Investment Advisers | 0.00% | 39,120 | $436,583 | $484,306 | +$47,723 | +10.93% | |
| Kestra Advisory Services, Llc | 0.00% | 33,153 | $434,310 | $410,434 | -$23,876 | -5.50% | |
| Centurion Wealth Management Llc | 0.10% | 32,815 | $429,880 | $406,250 | -$23,630 | -5.50% | |
| Integrated Wealth Concepts Llc | 0.00% | 38,162 | $425,891 | $472,446 | +$46,555 | +10.93% | |
| Wcg Wealth Advisors Llc | 0.01% | 36,752 | $410,152 | $454,990 | +$44,838 | +10.93% | |
| Shaker Financial Services, Llc | 0.12% | 29,979 | $392,725 | $371,140 | -$21,585 | -5.50% | |
| Twelve Points Wealth Management Llc | 0.09% | 34,784 | $388,189 | $430,626 | +$42,437 | +10.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,815 | $376,321 | $356,730 | -$19,591 | -5.21% | |
| Ameritas Advisory Services, Llc | 0.01% | 33,246 | $371,025 | $411,585 | +$40,560 | +10.93% | |
| Moors & Cabot, Inc. | 0.01% | 28,750 | $320,850 | $355,925 | +$35,075 | +10.93% | |
| Susquehanna International Group, Llp | 0.00% | 25,975 | $289,881 | $321,571 | +$31,690 | +10.93% | |
| Private Trust Co Na | 0.02% | 21,749 | $284,911 | $269,253 | -$15,658 | -5.50% | |
| Jane Street Group, Llc | 0.00% | 25,001 | $279,011 | $309,512 | +$30,501 | +10.93% |
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.