AVK(AVK)
AVK
Institutional Ownership
Top 156 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 481.59K | Jun 30, 26 | +8.77K | 1.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 159.50K | Jun 30, 26 | -4.63K | 0.36% |
| Cyndeo Wealth Partners, LLC | 153.13K | Jun 30, 26 | -- | 0.35% |
| Formidable Asset Management, LLC | 73.90K | Jun 30, 26 | -1.30K | 0.17% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 68.58K | Jun 30, 26 | +193 | 0.16% |
| NWF Advisory Services Inc. | 67.11K | Jun 30, 26 | -1.97K | 0.15% |
| Stolper Co | 65.75K | Jun 30, 26 | +2.72K | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 56.08K | Jun 30, 26 | -9.25K | 0.13% |
| PFG Investments, LLC | 50.30K | Jun 30, 26 | -6.29K | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 47.64K | Jun 30, 26 | -- | 0.11% |
| Concurrent Investment Advisors, LLC | 39.78K | Jun 30, 26 | -1.09K | 0.09% |
| Sage Capital Management, LLC | 36.20K | Jun 30, 26 | -- | 0.08% |
| Kestra Advisory Services, LLC | 33.15K | Jun 30, 26 | +6.72K | 0.08% |
| Centurion Wealth Management LLC | 32.81K | Jun 30, 26 | +25 | 0.07% |
| Shaker Financial Services, LLC | 29.98K | Jun 30, 26 | -6.45K | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.82K | Jun 30, 26 | +67 | 0.07% |
| PRIVATE TRUST CO NA | 21.75K | Jun 30, 26 | +583 | 0.05% |
| CoreCap Advisors, LLC | 21.19K | Jun 30, 26 | +19.69K | 0.05% |
| Vanguard Capital Wealth Advisors | 20.37K | Jun 30, 26 | +29 | 0.05% |
| BENJAMIN EDWARDS INC | 20.25K | Jun 30, 26 | +1.39K | 0.05% |
| TRUIST FINANCIAL CORP | 19.45K | Jun 30, 26 | -- | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.00K | Jun 30, 26 | +16.00K | 0.04% |
| Windsor Capital Management, LLC | 14.71K | Jun 30, 26 | -4.06K | 0.03% |
| Encompass More Asset Management | 14.55K | Jun 30, 26 | +53 | 0.03% |
| Tactive Advisors, LLC | 14.17K | Jun 30, 26 | +172 | 0.03% |
| High Net Worth Advisory Group LLC | 13.91K | Jun 30, 26 | +116 | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 13.80K | Jun 30, 26 | -- | 0.03% |
| MeadowBrook Investment Advisors LLC | 4.71K | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 3.05K | Jun 30, 26 | +3.05K | 0.01% |
| LFA - Lugano Financial Advisors SA | 2.76K | Jun 30, 26 | -- | 0.01% |
| GHP Investment Advisors, Inc. | 1.30K | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 1.03K | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 1.03K | Jun 30, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 544 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 420 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 220 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 98 | Jun 30, 26 | -- | 0.00% |
| Ballew Advisors, Inc | -- | Jun 30, 26 | -10.38K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.40K | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -13.83K | -- |
| Patriot Financial Group Insurance Agency, LLC | -- | Jun 30, 26 | -10.20K | -- |
| SIT INVESTMENT ASSOCIATES INC | 2.13M | Mar 31, 26 | -303.90K | 4.83% |
| RAYMOND JAMES FINANCIAL INC | 1.60M | Mar 31, 26 | +64.38K | 3.62% |
| WELLS FARGO & COMPANY/MN | 860.06K | Mar 31, 26 | +60.69K | 1.95% |
| GUGGENHEIM CAPITAL LLC | 743.06K | Mar 31, 26 | -41.98K | 1.68% |
| Advisors Asset Management, Inc. | 690.55K | Mar 31, 26 | -98.20K | 1.56% |
| Penserra Capital Management LLC | 658.22K | Mar 31, 26 | -645.40K | 1.49% |
| MORGAN STANLEY | 543.11K | Mar 31, 26 | +56.83K | 1.23% |
| LPL Financial LLC | 536.30K | Mar 31, 26 | -30.70K | 1.21% |
| Arete Wealth Advisors, LLC | 317.69K | Mar 31, 26 | +9.64K | 0.72% |
| Baird Financial Group, Inc. | 286.78K | Mar 31, 26 | -13.38K | 0.65% |
| FCA CORP /TX | 239.08K | Mar 31, 26 | +7.86K | 0.54% |
| Steward Partners Investment Advisory, LLC | 226.81K | Mar 31, 26 | +8.95K | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 164.12K | Mar 31, 26 | +767 | 0.37% |
| WOLVERINE ASSET MANAGEMENT LLC | 153.00K | Mar 31, 26 | +153.00K | 0.35% |
| Creative Planning | 140.96K | Mar 31, 26 | +284 | 0.32% |
| READYSTATE ASSET MANAGEMENT LP | 106.37K | Mar 31, 26 | +106.37K | 0.24% |
| UBS Group AG | 104.30K | Mar 31, 26 | -553 | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 100.09K | Mar 31, 26 | -17.59K | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 73.05K | Mar 31, 26 | -8.57K | 0.17% |
| NWF Advisory Services Inc. | 69.09K | Mar 31, 26 | -1.81K | 0.16% |
| NewEdge Advisors, LLC | 66.75K | Mar 31, 26 | -3.02K | 0.15% |
| Sanctuary Advisors, LLC | 66.27K | Mar 31, 26 | -1.03K | 0.15% |
| BANK OF AMERICA CORP /DE/ | 60.46K | Mar 31, 26 | -9.48K | 0.14% |
| STIFEL FINANCIAL CORP | 56.27K | Mar 31, 26 | +5.64K | 0.13% |
| Modern Wealth Management, LLC | 54.23K | Mar 31, 26 | -7.60K | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 53.47K | Mar 31, 26 | +53.47K | 0.12% |
| Waverly Advisors, LLC | 49.78K | Mar 31, 26 | -4.49K | 0.11% |
| Heron Bay Capital Management | 42.82K | Mar 31, 26 | -- | 0.10% |
| Quarry LP | 42.33K | Mar 31, 26 | +3.91K | 0.10% |
| ROYAL BANK OF CANADA | 41.95K | Mar 31, 26 | -757 | 0.10% |
| Cetera Investment Advisers | 39.12K | Mar 31, 26 | -1.58K | 0.09% |
| Integrated Wealth Concepts LLC | 38.16K | Mar 31, 26 | +38.16K | 0.09% |
| WCG Wealth Advisors LLC | 36.75K | Mar 31, 26 | -- | 0.08% |
| Twelve Points Wealth Management LLC | 34.78K | Mar 31, 26 | +1 | 0.08% |
| Ameritas Advisory Services, LLC | 33.25K | Mar 31, 26 | -- | 0.08% |
| Moors & Cabot, Inc. | 28.75K | Mar 31, 26 | -750 | 0.07% |
| Kestra Advisory Services, LLC | 26.43K | Mar 31, 26 | +16.94K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.98K | Mar 31, 26 | +25.98K | 0.06% |
| HRT FINANCIAL LP | 25.71K | Mar 31, 26 | +25.71K | 0.06% |
| JANE STREET GROUP, LLC | 25.00K | Mar 31, 26 | +25.00K | 0.06% |
| PRIVATE TRUST CO NA | 21.17K | Mar 31, 26 | +608 | 0.05% |
| Atomi Financial Group, Inc. | 21.16K | Mar 31, 26 | -- | 0.05% |
| TRUIST FINANCIAL CORP | 19.45K | Mar 31, 26 | -500 | 0.04% |
| FIFTH THIRD BANCORP | 18.94K | Mar 31, 26 | +18.94K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 18.37K | Mar 31, 26 | -731 | 0.04% |
| Invesco Ltd. | 17.09K | Mar 31, 26 | -11.83K | 0.04% |
| Oxbow Advisors, LLC | 15.13K | Mar 31, 26 | +430 | 0.03% |
| High Net Worth Advisory Group LLC | 13.79K | Mar 31, 26 | +13.79K | 0.03% |
| Logan Stone Capital, LLC | 13.55K | Mar 31, 26 | +13.55K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.10K | Mar 31, 26 | +8 | 0.03% |
| Calamos Advisors LLC | 12.42K | Mar 31, 26 | +12.42K | 0.03% |
| Mount Yale Investment Advisors, LLC | 12.18K | Mar 31, 26 | -- | 0.03% |
| Vestmark Advisory Solutions, Inc. | 12.18K | Mar 31, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 11.52K | Mar 31, 26 | +6 | 0.03% |
| Ellevest, Inc. | 11.39K | Mar 31, 26 | +326 | 0.03% |
| Beacon Pointe Advisors, LLC | 10.80K | Mar 31, 26 | -12.63K | 0.02% |
| Pinnacle Wealth Planning Services, Inc. | 10.13K | Mar 31, 26 | -2.27K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 8.16K | Mar 31, 26 | -1.85K | 0.02% |
| Rockefeller Capital Management L.P. | 7.88K | Mar 31, 26 | +2.96K | 0.02% |
| Atlantic Union Bankshares Corp | 4.70K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 2.77K | Mar 31, 26 | +2.02K | 0.01% |
| Colonial Trust Co / SC | 1.97K | Mar 31, 26 | +1.97K | 0.00% |
| Axiom Investment Management LLC | 1.92K | Mar 31, 26 | +1.92K | 0.00% |
| US BANCORP \DE\ | 1.47K | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 1.00K | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 805 | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 711 | Mar 31, 26 | +432 | 0.00% |
| Gen-Wealth Partners Inc | 495 | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 480 | Mar 31, 26 | +480 | 0.00% |
| Allworth Financial LP | 400 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 400 | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 363 | Mar 31, 26 | +363 | 0.00% |
| ASSETMARK, INC | 262 | Mar 31, 26 | -- | 0.00% |
| Western Wealth Management, LLC | 136 | Mar 31, 26 | +136 | 0.00% |
| Geneos Wealth Management Inc. | 99 | Mar 31, 26 | -- | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Mar 31, 26 | -19.70K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Mar 31, 26 | -2.01K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Mar 31, 26 | -13.03K | -- |
| CALTON & ASSOCIATES, INC. | -- | Mar 31, 26 | -10.86K | -- |
| GREENBERG FINANCIAL GROUP | 47.51K | Dec 31, 25 | +47.51K | 0.11% |
| COMERICA BANK | 18.72K | Dec 31, 25 | +374 | 0.04% |
| CIBC Private Wealth Group, LLC | 2.06K | Dec 31, 25 | +21 | 0.00% |
| Global Retirement Partners, LLC | -- | Dec 31, 25 | -314 | -- |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -13.16K | -- |
| Zions Bancorporation, N.A. | 2.01K | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 462.62K | Sep 30, 24 | +7.19K | 1.05% |
| RAYMOND JAMES & ASSOCIATES | 367.91K | Sep 30, 24 | -46.18K | 0.83% |
| Edmonds Duncan Registered Investment Advisors, LLC | 161.05K | Sep 30, 24 | +10.47K | 0.36% |
| 9258 Wealth Management, LLC | 59.34K | Sep 30, 24 | -304 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 16.50K | Sep 30, 24 | -2.00K | 0.04% |
| Cetera Advisor Networks LLC | 16.62K | Mar 31, 24 | +5.34K | 0.04% |
| Baystate Wealth Management LLC | 1.53K | Dec 31, 23 | +1.53K | 0.00% |
| Bartlett & Co. LLC | 1.30K | Dec 31, 23 | -- | 0.00% |
| Wealth Management Solutions, LLC | 59.69K | Sep 30, 23 | -331 | 0.14% |
| PIERSHALE FINANCIAL GROUP, INC. | 5.60K | Jun 30, 23 | +169 | 0.01% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -1.80K | -- |
| FourThought Financial, LLC | 39.31K | Sep 30, 22 | +14.02K | 0.09% |
| American Portfolios Advisors | 7.50K | Sep 30, 22 | -- | 0.02% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3.66M | Mar 31, 22 | -237.71K | 8.29% |
| 6 Meridian | 42.28K | Dec 31, 21 | +42.28K | 0.10% |
| NEXT Financial Group, Inc | 24.40K | Dec 31, 21 | +5.20K | 0.06% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 42.92K | Sep 30, 21 | +23.33K | 0.10% |
| Ameritas Investment Company, LLC | 37.60K | Sep 30, 21 | +1.22K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 223.37K | Dec 31, 19 | +5.50K | 0.51% |
| Advisor Group, Inc. | 91.84K | Dec 31, 19 | -2.98K | 0.21% |
| Zions Bancorporation | 2.01K | Sep 30, 18 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 29.63K | Jun 30, 17 | -683 | 0.07% |
| MSI Financial Services Inc | 4.22K | Dec 31, 16 | -345 | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -5 | -- |
| BOSTON PRIVATE BANK & TRUST CO | 200 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.13K | Dec 31, 14 | -5.33K | 0.01% |
| UBS AG | 35.87K | Sep 30, 14 | +4.13K | 0.08% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -12.69K | -- |
| First Allied Securities, Inc. | 2.70K | Jun 30, 12 | -1.43K | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 805.50K | Jun 30, 10 | -4.00K | 1.82% |