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Advent Convert & Income (AVK)

CUSIP: 00764C109 | US | Financial Services · Asset Management | Small Cap | 366 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Koshinski Asset Management, Inc.481,011
0.3% of portfolio›$5.5M
Wolverine Asset Management LLC319,646
0.0% of portfolio›$3.7M
Absolute Investment Advisers, LLC248,033
0.3% of portfolio›$2.8M
Commonwealth Equity Services, LLC159,941
0.0% of portfolio›$1.8M
Cyndeo Wealth Partners, LLC153,126
0.1% of portfolio›$1.8M
Creative Planning136,405
0.0% of portfolio›$1.6M
Formidable Asset Management, LLC72,251
0.1% of portfolio›$946.5K
NWF Advisory Services Inc.67,113
0.1% of portfolio›$769.1K
Stolper Co64,463
0.4% of portfolio›$739.0K
Cambridge Investment Research Advisors, Inc.53,006
0.0% of portfolio›$607.0K
Wealth Enhancement Advisory Services, LLC50,056
0.0% of portfolio›$576.6K
International Assets Investment Management, LLC47,636
0.0% of portfolio›$539.7K
Shaker Financial Services, LLC44,505
0.2% of portfolio›$510.0K
Calamos Advisors LLC40,736
0.0% of portfolio›$466.8K
PMG Family Office LLC39,793
0.4% of portfolio›$456.0K
Concurrent Investment Advisors, LLC39,684
0.0% of portfolio›$454.8K
Sage Capital Management, LLC36,200
0.2% of portfolio›$414.9K
Kestra Advisory Services, LLC35,442
0.0% of portfolio›$406.2K
Twelve Points Wealth Management LLC34,634
0.1% of portfolio›$378.6K
Centurion Wealth Management LLC31,086
0.1% of portfolio›$356.2K
Private Trust Co NA22,384
0.0% of portfolio›$256.5K
Compound Planning, Inc.21,156
0.0% of portfolio›$242.4K
Truist Financial Corp20,251
0.0% of portfolio›$232.1K
Vanguard Capital Wealth Advisors20,005
0.2% of portfolio›$229.3K
CoreCap Advisors, LLC19,903
0.0% of portfolio›$228.1K
Fifth Third Bancorp19,496
0.0% of portfolio›$223.4K
Tactive Advisors, LLC16,135
0.0% of portfolio›$184.9K
Independent Financial Group, LLC16,000
0.0% of portfolio›$183.4K
Windsor Capital Management, LLC14,958
0.0% of portfolio›$171.4K
Encompass More Asset Management14,606
0.0% of portfolio›$167.4K
High Net Worth Advisory Group LLC14,036
0.0% of portfolio›$160.9K
Elevation Point Wealth Partners, LLC12,181
0.0% of portfolio›$139.6K
Oppenheimer & Co Inc11,623
0.0% of portfolio›$133.2K
Trust Investment Advisors11,420
0.1% of portfolio›$130.9K
Pinnacle Wealth Planning Services, Inc.10,350
0.0% of portfolio›$118.6K
Blue Bell Private Wealth Management, LLC5,197
0.0% of portfolio›$59.6K
MeadowBrook Investment Advisors LLC4,655
0.0% of portfolio›$51.4K
McCarley & Cook Financial Planners2,804
0.0% of portfolio›$32.1K
US Bancorp \de\1,474
0.0% of portfolio›$16.9K
GHP Investment Advisors, Inc.1,300
0.0% of portfolio›$14.9K
Triumph Capital Management1,026
0.0% of portfolio›$11.8K
Golden State Wealth Management, LLC1,026
0.0% of portfolio›$11.8K
North Star Investment Management Corp.420
0.0% of portfolio›$4.8K
Assetmark, Inc262
0.0% of portfolio›$3.0K
Highline Wealth Partners LLC220
0.0% of portfolio›$2.5K
WPG Advisers, LLC115
0.0% of portfolio›$1.3K
IFP Advisors, Inc98
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Koshinski Asset Management, Inc.
481,011$5.5M0.3%ETFLowDecatur, IL2026-10-29
Wolverine Asset Management LLC
319,646$3.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
Absolute Investment Advisers, LLC
248,033$2.8M0.3%YieldHighRosemary Beach, FL2026-10-21
Commonwealth Equity Services, LLC
159,941$1.8M0.0%ETFLowWaltham, MA2026-11-02
Cyndeo Wealth Partners, LLC
153,126$1.8M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Creative Planning
136,405$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Formidable Asset Management, LLC
72,251$946.5K0.1%CoreLowCincinnati, OH2026-11-03
NWF Advisory Services Inc.
67,113$769.1K0.1%GARPLowLos Angeles, CA2026-10-19
Stolper Co
64,463$739.0K0.4%ValueMediumTulsa, OK2026-10-13
Cambridge Investment Research Advisors, Inc.
53,006$607.0K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
50,056$576.6K0.0%CoreLowPlymouth, MN2026-10-13
International Assets Investment Management, LLC
47,636$539.7K0.0%CoreVery HighOrlando, FL2026-11-02
Shaker Financial Services, LLC
44,505$510.0K0.2%YieldHighArlington, VA2026-10-14
Calamos Advisors LLC
40,736$466.8K0.0%GrowthMediumNaperville, IL2026-11-02
PMG Family Office LLC
39,793$456.0K0.4%YieldVery LowPlano, TX2026-10-19
Concurrent Investment Advisors, LLC
39,684$454.8K0.0%GrowthMediumTampa, FL2026-10-16
Sage Capital Management, LLC
36,200$414.9K0.2%ETFLowStockton, NJ2026-10-20
Kestra Advisory Services, LLC
35,442$406.2K0.0%CoreLowAustin, TX2026-11-02
Twelve Points Wealth Management LLC
34,634$378.6K0.1%ETFMediumConcord, MA2026-11-03
Centurion Wealth Management LLC
31,086$356.2K0.1%ETFMediumMclean, VA2026-10-13
Private Trust Co NA
22,384$256.5K0.0%CoreLowCleveland, OH2026-10-20
Compound Planning, Inc.
21,156$242.4K0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
20,251$232.1K0.0%CoreLowCharlotte, NC2026-10-30
Vanguard Capital Wealth Advisors
20,005$229.3K0.2%GrowthMediumDenver, CO2026-10-16
CoreCap Advisors, LLC
19,903$228.1K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
19,496$223.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Tactive Advisors, LLC
16,135$184.9K0.0%ETFHighJacksonville, FL2026-10-08
Independent Financial Group, LLC
16,000$183.4K0.0%GrowthLowSan Diego, CA2026-10-13
Windsor Capital Management, LLC
14,958$171.4K0.0%ETFVery LowPhoenix, AZ2026-10-13
Encompass More Asset Management
14,606$167.4K0.0%ETFHighDanville, CA2026-10-16
High Net Worth Advisory Group LLC
14,036$160.9K0.0%ETFVery LowNaples, FL2026-10-26
Elevation Point Wealth Partners, LLC
12,181$139.6K0.0%CoreHighDenver, CO2026-11-05
Oppenheimer & Co Inc
11,623$133.2K0.0%CoreLowNew York, NY2026-10-26
Trust Investment Advisors
11,420$130.9K0.1%GrowthLowIndianapolis, IN2026-10-20
Pinnacle Wealth Planning Services, Inc.
10,350$118.6K0.0%GARPLowMansfield, OH2026-10-27
Blue Bell Private Wealth Management, LLC
5,197$59.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
MeadowBrook Investment Advisors LLC
4,655$51.4K0.0%CoreLowLivonia, MI2026-10-29
McCarley & Cook Financial Planners
2,804$32.1K0.0%ETFLowCincinnati, OH2026-10-21
US Bancorp \de\
1,474$16.9K0.0%IndexLowMinneapolis, MN2026-11-05
GHP Investment Advisors, Inc.
1,300$14.9K0.0%CoreVery LowDenver, CO2026-10-15
Triumph Capital Management
1,026$11.8K0.0%ETFMediumDenver, CO2026-10-14
Golden State Wealth Management, LLC
1,026$11.8K0.0%ETFMediumSanta Ana, CA2026-11-02
North Star Investment Management Corp.
420$4.8K0.0%CoreLowChicago, IL2026-10-27
Assetmark, Inc
262$3.0K0.0%ETFLowConcord, CA2026-10-21
Highline Wealth Partners LLC
220$2.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
WPG Advisers, LLC
115$1.3K0.0%CoreLowBaltimore, MD2026-10-27
IFP Advisors, Inc
98$1.1K0.0%GrowthLowTampa, FL2026-10-16