The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query AVK owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVK"
Use Arkolith to show who owns AVK, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $7.7M | 691K | ▼−12% Reduced · −98K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $2.5M | 227K | ▲+4.1% Added · +9K sh | Q1 2026 | |
| 3 | Cyndeo Wealth Partners, LLC | $1.7M | 153K | ▲+11% Added · +15K sh | Q1 2026 | |
| 4 | READYSTATE ASSET MANAGEMENT LP | $1.2M | 106K | ▲New +106K sh | Q1 2026 | |
| 5 | &PARTNERS | $815K | 73K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $745K | 67K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $740K | 66K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 8 | Modern Wealth Management, LLC | $617K | 54K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 9 | Waverly Advisors, LLC | $556K | 50K | ▼−8.3% Reduced · −4K sh | Q1 2026 | |
| 10 | Concurrent Investment Advisors, LLC | $456K | 41K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $426K | 38K | ▲New +38K sh | Q1 2026 | |
| 12 | Ameritas Advisory Services, LLC | $371K | 33K | —Held | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $332K | 29K | ▼−48% Reduced · −27K sh | Q1 2026 | |
| 14 | Moors & Cabot, Inc. | $321K | 29K | ▼−2.5% Reduced · −750 sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $295K | 26K | ▲+178% Added · +17K sh | Q1 2026 | |
| 16 | Compound Planning, Inc. | $236K | 21K | —Held | Q1 2026 | |
| 17 | BENJAMIN EDWARDS INC | $211K | 19K | ▼−1.2% Reduced · −223 sh | Q1 2026 | |
| 18 | Merit Financial Group, LLC | $154K | 14K | ▼−3.5% Reduced · −498 sh | Q1 2026 | |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $146K | 13K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 20 | Calamos Advisors LLC | $139K | 12K | ▲New +12K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $136K | 12K | —Held | Q1 2026 | |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $136K | 12K | —Held | Q1 2026 | |
| 23 | OPPENHEIMER & CO INC | $129K | 12K | ▲+0.1% Added · +6 sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $121K | 11K | ▼−54% Reduced · −13K sh | Q1 2026 | |
| 25 | Patriot Financial Group Insurance Agency, LLC | $114K | 10K | ▲New +10K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 1, 2025 | Stuebe Nancy E. | Director | Buy (P) | 600 | $7K |
| Feb 14, 2025 | Stuebe Nancy E. | Director | Buy (P) | 500 | $6K |
| Oct 17, 2024 | Black Daniel | Director | Buy (P) | 1K | $11K |
| Oct 17, 2024 | Barnes Randall C | Director | Buy (P) | 4K | $43K |
| Oct 17, 2024 | MAITLAND TRACY V | CHAIRMAN, PRESIDENT & CEO, Director | Buy (P) | 11K | $128K |
| Oct 17, 2024 | MAITLAND TRACY V | CHAIRMAN, PRESIDENT & CEO, Director | Buy (P) | 2K | $20K |
| Oct 17, 2024 | NYBERG RONALD | Trustee, Director | Buy (P) | 4K | $41K |
| Oct 17, 2024 | Stuebe Nancy E. | Director | Buy (P) | 2K | $18K |
| Oct 17, 2024 | SEIZERT GERALD L | Director | Buy (P) | 2 | $23 |
| Oct 17, 2024 | SEIZERT GERALD L | Director | Buy (P) | 1K | $14K |
| Oct 17, 2024 | SEIZERT GERALD L | Director | Buy (P) | 1 | $11 |
| Oct 17, 2024 | SEIZERT GERALD L | Director | Buy (P) | 1 | $11 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 35 funds | $11.0B |
| MICROSOFT CORPMSFT | 35 funds | $10.3B |
| ALPHABET INC-CL AGOOGL | 35 funds | $7.2B |
| BROADCOM INCAVGO | 35 funds | $4.8B |
| JOHNSON & JOHNSONJNJ | 35 funds | $2.5B |
| TESLA INCTSLA | 35 funds | $2.1B |
| CHEVRON CORPCVX | 35 funds | $1.9B |
| HOME DEPOT INCHD | 35 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 35 funds | $1.0B |
| INTL BUSINESS MACHINES CORPIBM | 35 funds | $1.0B |
| GENERAL ELECTRICGE | 35 funds | $906.9M |
| BLACKROCK INCBLK | 35 funds | $762.7M |
Ranked by how many of AVK's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.