AI Holders Summary · Q1 2026

109 institutions reported AVK in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 20.9% 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

$18M1.6M0.01%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M860K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M743K0.06%Q1 2026 05

Advisors Asset Management, Inc.

CIK 0001297376

$8M691K0.13%Q1 2026 06

Penserra Capital Management LLC

CIK 0001593324

$7M658K0.09%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$6M543K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$6M536K0.00%Q1 2026 09

Koshinski Asset Management, Inc.

CIK 0001633389

$5M473K0.33%Q1 2026 10

Arete Wealth Advisors, LLC

CIK 0001600151

$4M318K0.27%Q1 2026 11

Baird Financial Group, Inc.

CIK 0001648711

$3M287K0.01%Q1 2026 12

FCA CORP /TX

CIK 0001166402

$3M239K0.75%Q1 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M227K0.01%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M164K0.00%Q1 2026 15

Cyndeo Wealth Partners, LLC

CIK 0001950947

$2M153K0.09%Q1 2026 16

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M153K0.02%Q1 2026 17

Creative Planning

CIK 0001540235

$2M141K0.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$1M104K0.00%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M100K0.00%Q1 2026 20

Formidable Asset Management, LLC

CIK 0001592613

$943K75K0.15%Q1 2026

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