96 tracked 13F filers disclose a position in AVK as of the latest SEC 13F filings, a combined $94.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $17.8M | 1.6M | ▲+4.2% Added · +64K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $9.6M | 860K | ▲+7.6% Added · +61K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $8.3M | 743K | ▼−5.3% Reduced · −42K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $7.7M | 691K | ▼−12% Reduced · −98K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.1M | 543K | ▲+12% Added · +57K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $6.0M | 536K | ▼−5.4% Reduced · −31K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | $3.2M | 287K | ▼−4.5% Reduced · −13K sh | Q1 2026 | |
| 8 | FCA CORP /TX | $3.3M | 255K | ▲+6.6% Added · +16K sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $2.5M | 227K | ▲+4.1% Added · +9K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 164K | ▲+0.5% Added · +767 sh | Q1 2026 | |
| 11 | Cyndeo Wealth Partners, LLC | $2.0M | 153K | —Held | Q2 2026 | |
| 12 | Creative Planning | $1.6M | 141K | ▲+0.2% Added · +284 sh | Q1 2026 | |
| 13 | READYSTATE ASSET MANAGEMENT LP | $1.2M | 106K | ▲New +106K sh | Q1 2026 | |
| 14 | UBS Group AG | $1.2M | 104K | ▼−0.5% Reduced · −553 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $1.1M | 100K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 16 | Formidable Asset Management, LLC | $825K | 74K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 17 | &PARTNERS | $815K | 73K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 18 | NWF Advisory Services Inc. | $879K | 67K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $745K | 67K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | $740K | 66K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $675K | 60K | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 22 | PFG Investments, LLC | $631K | 57K | ▲+0.5% Added · +283 sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $628K | 56K | ▲+11% Added · +6K sh | Q1 2026 | |
| 24 | Modern Wealth Management, LLC | $617K | 54K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $597K | 53K | ▲New +53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in AVK and 13 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 41 funds | $6.2B |
| APPLE INCAAPL | 41 funds | $6.0B |
| MICROSOFT CORPMSFT | 41 funds | $4.0B |
| AMAZON.COM INCAMZN | 41 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.7B |
| BROADCOM INCAVGO | 40 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 40 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 40 funds | $888.3M |
| HOME DEPOT INCHD | 40 funds | $782.6M |
| ALPHABET INC-CL CGOOG | 39 funds | $1.9B |
Ranked by how many of AVK's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for AVK
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVK/capital-change-brief"
Use Arkolith's capital_change_brief for AVK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.