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.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$23.3M	1.8M	Added
2	SIT INVESTMENT ASSOCIATES INC	$18.6M	1.4M	Trimmed
3	WELLS FARGO & COMPANY/MN	$11.6M	881,999	Added
4	GUGGENHEIM CAPITAL LLC	$10.5M	801,115	Added
5	Advisors Asset Management, Inc.	$10.2M	777,357	Added
6	Penserra Capital Management LLC	$9.0M	684,338	Added
7	LPL Financial LLC	$6.9M	528,821	Trimmed
8	MORGAN STANLEY	$6.8M	516,337	Trimmed
9	Koshinski Asset Management, Inc.	$6.3M	481,591	Added
10	WOLVERINE ASSET MANAGEMENT LLC	$4.7M	361,758	Added
11	Arete Wealth Advisors, LLC	$4.2M	319,601	Added
12	Baird Financial Group, Inc.	$3.7M	285,983	Trimmed
13	FCA CORP /TX	$3.3M	254,832	Added
14	Steward Partners Investment Advisory, LLC	$3.3M	248,369	Added
15	Rockefeller Capital Management L.P.	$2.5M	190,980	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$2.1M	159,498	Trimmed
17	Cyndeo Wealth Partners, LLC	$2.0M	153,126	Hold
18	Creative Planning	$1.8M	140,156	Trimmed
19	OSAIC HOLDINGS, INC.	$1.5M	117,641	Added
20	UBS Group AG	$1.4M	109,792	Added
21	NewEdge Advisors, LLC	$1.3M	96,524	Added
22	&PARTNERS	$933,216	71,383	Trimmed
23	ABSOLUTE INVESTMENT ADVISERS, LLC	$898,450	68,584	Added
24	Sanctuary Advisors, LLC	$885,006	67,558	Added
25	NWF Advisory Services Inc.	$879,181	67,113	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30