AI Holders Summary · Q1 2026

111 institutions reported AVK in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 17.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$24M2.1M0.48%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$23M1.8M0.01%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$12M882K0.00%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M801K0.07%Q2 2026 05

Advisors Asset Management, Inc.

CIK 0001297376

$8M691K0.13%Q1 2026 06

Penserra Capital Management LLC

CIK 0001593324

$7M658K0.09%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$7M529K0.00%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$7M516K0.00%Q2 2026 09

Koshinski Asset Management, Inc.

CIK 0001633389

$6M482K0.34%Q2 2026 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$5M362K0.04%Q2 2026 11

Arete Wealth Advisors, LLC

CIK 0001600151

$4M320K0.28%Q2 2026 12

Baird Financial Group, Inc.

CIK 0001648711

$4M286K0.01%Q2 2026 13

FCA CORP /TX

CIK 0001166402

$3M255K0.82%Q2 2026 14

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M248K0.02%Q2 2026 15

Rockefeller Capital Management L.P.

CIK 0001739439

$3M191K0.00%Q2 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M159K0.00%Q2 2026 17

Cyndeo Wealth Partners, LLC

CIK 0001950947

$2M153K0.09%Q2 2026 18

Creative Planning

CIK 0001540235

$2M140K0.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M118K0.00%Q2 2026 20

UBS Group AG

CIK 0001610520

$1M110K0.00%Q2 2026

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