3 institutions reported holding $470,358 of ADVENT CONV & INCOME FD COM (AVK) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($277,624), Windsor Capital Management, LLC ($192,734), Ballew Advisors, Inc ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $277,624 | 21,193 | Added |
| 2 | Windsor Capital Management, LLC | $192,734 | 14,712 | Trimmed |
| 3 | Ballew Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30