Who Owns ADVENT CONV & INCOME FD (AVK)? -- Institutional Holders (2026-06-30)

117 institutions reported holding $159.8M of ADVENT CONV & INCOME FD (AVK) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($23.3M), SIT INVESTMENT ASSOCIATES INC ($18.6M), WELLS FARGO & COMPANY/MN ($11.6M), GUGGENHEIM CAPITAL LLC ($10.5M), Advisors Asset Management, Inc. ($10.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$23.3M1.8MAdded
2SIT INVESTMENT ASSOCIATES INC$18.6M1.4MTrimmed
3WELLS FARGO & COMPANY/MN$11.6M881,999Added
4GUGGENHEIM CAPITAL LLC$10.5M801,115Added
5Advisors Asset Management, Inc.$10.2M777,357Added
6Penserra Capital Management LLC$9.0M684,338Added
7LPL Financial LLC$6.9M528,821Trimmed
8MORGAN STANLEY$6.8M516,337Trimmed
9Koshinski Asset Management, Inc.$6.3M481,591Added
10WOLVERINE ASSET MANAGEMENT LLC$4.7M361,758Added
11Arete Wealth Advisors, LLC$4.2M319,601Added
12Baird Financial Group, Inc.$3.7M285,983Trimmed
13FCA CORP /TX$3.3M254,832Added
14Steward Partners Investment Advisory, LLC$3.3M248,369Added
15Rockefeller Capital Management L.P.$2.5M190,980Added
16COMMONWEALTH EQUITY SERVICES, LLC$2.1M159,498Trimmed
17Cyndeo Wealth Partners, LLC$2.0M153,126Hold
18Creative Planning$1.8M140,156Trimmed
19OSAIC HOLDINGS, INC.$1.5M117,641Added
20UBS Group AG$1.4M109,792Added
21NewEdge Advisors, LLC$1.3M96,524Added
22&PARTNERS$933,21671,383Trimmed
23ABSOLUTE INVESTMENT ADVISERS, LLC$898,45068,584Added
24Sanctuary Advisors, LLC$885,00667,558Added
25NWF Advisory Services Inc.$879,18167,113Trimmed

Source: SEC Form 13F filings · as of 2026-06-30