AVK — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $23,319,854 | 1,780,142 | 17.77% | Shares |
| WELLS FARGO & COMPANY/MN | $11,554,178 | 881,999 | 8.80% | Shares |
| GUGGENHEIM CAPITAL LLC | $10,494,607 | 801,115 | 8.00% | Shares |
| Advisors Asset Management, Inc. | $9,890,887 | 788,747 | 7.54% | Shares |
| LPL Financial LLC | $6,927,556 | 528,821 | 5.28% | Shares |
| MORGAN STANLEY | $6,764,030 | 516,337 | 5.15% | Shares |
| Koshinski Asset Management, Inc. | $6,308,839 | 481,591 | 4.81% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $4,739,030 | 361,758 | 3.61% | Shares |
| Arete Wealth Advisors, LLC | $4,186,776 | 319,601 | 3.19% | Shares |
| Baird Financial Group, Inc. | $3,746,377 | 285,983 | 2.85% | Shares |
| FCA CORP /TX | $3,338,306 | 254,832 | 2.54% | Shares |
| Steward Partners Investment Advisory, LLC | $3,253,637 | 248,369 | 2.48% | Shares |
| Rockefeller Capital Management L.P. | $2,501,848 | 190,980 | 1.91% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,089,420 | 159,498 | 1.59% | Shares |
| Cyndeo Wealth Partners, LLC | $2,005,952 | 153,126 | 1.53% | Shares |
| Creative Planning | $1,836,044 | 140,156 | 1.40% | Shares |
| OSAIC HOLDINGS, INC. | $1,541,113 | 117,641 | 1.17% | Shares |
| UBS Group AG | $1,438,275 | 109,792 | 1.10% | Shares |
| NewEdge Advisors, LLC | $1,264,474 | 96,524 | 0.96% | Shares |
| &PARTNERS | $933,216 | 71,383 | 0.71% | Shares |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $898,450 | 68,584 | 0.68% | Shares |
| Sanctuary Advisors, LLC | $885,006 | 67,558 | 0.67% | Shares |
| NWF Advisory Services Inc. | $879,181 | 67,113 | 0.67% | Shares |
| BANK OF AMERICA CORP /DE/ | $851,712 | 65,016 | 0.65% | Shares |
| STIFEL FINANCIAL CORP | $828,338 | 63,232 | 0.63% | Shares |
| Formidable Asset Management, LLC | $824,735 | 73,901 | 0.63% | Shares |
| Modern Wealth Management, LLC | $711,419 | 54,307 | 0.54% | Shares |
| PFG Investments, LLC | $658,910 | 50,298 | 0.50% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $621,650 | 47,636 | 0.47% | Shares |
| Waverly Advisors, LLC | $606,964 | 46,333 | 0.46% | Shares |
| GREENBERG FINANCIAL GROUP | $595,775 | 47,510 | 0.45% | Shares |
| Quarry LP | $580,618 | 44,322 | 0.44% | Shares |
| Heron Bay Capital Management | $560,980 | 42,823 | 0.43% | Shares |
| Cetera Investment Advisers | $550,990 | 42,060 | 0.42% | Shares |
| Concurrent Investment Advisors, LLC | $521,174 | 39,784 | 0.40% | Shares |
| Ameritas Advisory Services, LLC | $514,948 | 39,309 | 0.39% | Shares |
| PMG Family Office LLC | $513,140 | 39,171 | 0.39% | Shares |
| Calamos Advisors LLC | $500,276 | 38,189 | 0.38% | Shares |
| WCG Wealth Advisors LLC | $481,451 | 36,752 | 0.37% | Shares |
| Sage Capital Management, LLC | $474,220 | 36,200 | 0.36% | Shares |
| Twelve Points Wealth Management LLC | $455,687 | 34,785 | 0.35% | Shares |
| Integrated Wealth Concepts LLC | $450,588 | 34,396 | 0.34% | Shares |
| XTX Topco Ltd | $435,876 | 33,273 | 0.33% | Shares |
| Kestra Advisory Services, LLC | $434,310 | 33,153 | 0.33% | Shares |
| Centurion Wealth Management LLC | $429,880 | 32,815 | 0.33% | Shares |
| Shaker Financial Services, LLC | $392,725 | 29,979 | 0.30% | Shares |
| Moors & Cabot, Inc. | $376,625 | 28,750 | 0.29% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $376,321 | 28,815 | 0.29% | Shares |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $290,624 | 22,185 | 0.22% | Shares |
| PRIVATE TRUST CO NA | $284,911 | 21,749 | 0.22% | Shares |
| CoreCap Advisors, LLC | $277,624 | 21,193 | 0.21% | Shares |
| Compound Planning, Inc. | $277,144 | 21,156 | 0.21% | Shares |
| Vanguard Capital Wealth Advisors | $266,901 | 20,374 | 0.20% | Shares |
| BENJAMIN EDWARDS INC | $265,333 | 20,255 | 0.20% | Shares |
| FIFTH THIRD BANCORP | $256,027 | 19,544 | 0.20% | Shares |
| TRUIST FINANCIAL CORP | $254,808 | 19,451 | 0.19% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $252,738 | 19,293 | 0.19% | Shares |
| Equitable Holdings, Inc. | $242,823 | 18,536 | 0.18% | Shares |
| COMERICA BANK | $234,761 | 18,721 | 0.18% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $209,600 | 16,000 | 0.16% | Shares |
| Logan Stone Capital, LLC | $208,185 | 15,892 | 0.16% | Shares |
| Beacon Pointe Advisors, LLC | $204,238 | 15,591 | 0.16% | Shares |
| Oxbow Advisors, LLC | $203,574 | 15,540 | 0.16% | Shares |
| Windsor Capital Management, LLC | $192,734 | 14,712 | 0.15% | Shares |
| Encompass More Asset Management | $190,570 | 14,547 | 0.15% | Shares |
| Tactive Advisors, LLC | $185,656 | 14,172 | 0.14% | Shares |
| High Net Worth Advisory Group LLC | $182,236 | 13,911 | 0.14% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $180,802 | 13,802 | 0.14% | Shares |
| READYSTATE ASSET MANAGEMENT LP | $172,462 | 13,165 | 0.13% | Shares |
| LEVEL FOUR ADVISORY SERVICES, LLC | $172,128 | 13,139 | 0.13% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $159,571 | 12,181 | 0.12% | Shares |
| Vestmark Advisory Solutions, Inc. | $159,571 | 12,181 | 0.12% | Shares |
| MILLENNIUM MANAGEMENT LLC | $157,095 | 11,992 | 0.12% | Shares |
| OPPENHEIMER & CO INC | $150,899 | 11,519 | 0.11% | Shares |
| Ellevest, Inc. | $144,284 | 11,014 | 0.11% | Shares |
| IMC-Chicago, LLC | $140,366 | 10,715 | 0.11% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $132,634 | 10,125 | 0.10% | Shares |
| HARBOUR INVESTMENTS, INC. | $106,909 | 8,161 | 0.08% | Shares |
| MeadowBrook Investment Advisors LLC | $61,636 | 4,705 | 0.05% | Shares |
| Atlantic Union Bankshares Corp | $61,570 | 4,700 | 0.05% | Shares |
| Clear Street Group Inc. | $42,536 | 3,247 | 0.03% | Shares |
| Institute for Wealth Management, LLC. | $39,980 | 3,052 | 0.03% | Shares |
| LFA - Lugano Financial Advisors SA | $36,143 | 2,759 | 0.03% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $32,069 | 2,448 | 0.02% | Shares |
| CWM, LLC | $30,867 | 2,766 | 0.02% | Shares |
| Axiom Investment Management LLC | $26,411 | 2,016 | 0.02% | Shares |
| CIBC Private Wealth Group LLC | $26,066 | 2,038 | 0.02% | Shares |
| Colonial Trust Co / SC | $25,728 | 1,973 | 0.02% | Shares |
| US BANCORP \DE\ | $19,309 | 1,474 | 0.01% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $18,619 | 1,421,316 | 0.01% | Shares |
| GHP Investment Advisors, Inc. | $14,508 | 1,300 | 0.01% | Shares |
| Keating Financial Advisory Services, Inc. | $14,345 | 1,095 | 0.01% | Shares |
| Golden State Wealth Management, LLC | $13,441 | 1,026 | 0.01% | Shares |
| Triumph Capital Management | $13,441 | 1,026 | 0.01% | Shares |
| Federation des caisses Desjardins du Quebec | $13,090 | 1,000 | 0.01% | Shares |
| McIlrath & Eck, LLC | $8,984 | 805 | 0.01% | Shares |
| Penserra Capital Management LLC | $8,964 | 684,338 | 0.01% | Shares |
| Fortis Group Advisors, LLC | $7,126 | 544 | 0.01% | Shares |
| Gen-Wealth Partners Inc | $6,485 | 495 | 0.00% | Shares |
| North Star Investment Management Corp. | $5,499 | 420 | 0.00% | Shares |
| Allworth Financial LP | $5,240 | 400 | 0.00% | Shares |
| JPMORGAN CHASE & CO | $5,216 | 400 | 0.00% | Shares |
| BOK Financial Private Wealth, Inc. | $3,983 | 304 | 0.00% | Shares |
| PNC Financial Services Group, Inc. | $3,659 | 279 | 0.00% | Shares |
| ASSETMARK, INC | $3,432 | 262 | 0.00% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,882 | 220 | 0.00% | Shares |
| Geneos Wealth Management Inc. | $1,297 | 99 | 0.00% | Shares |
| IFP Advisors, Inc | $1,284 | 98 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $1,000 | 72 | 0.00% | Shares |
| Stolper Co | $861 | 65,745 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $735 | 56,077 | 0.00% | Shares |
| BESSEMER GROUP INC | $3 | 195 | 0.00% | Shares |