Security record · archived quarter
AVK
name pending profile ingest
23Tracked holders
0Δ holders
4.55MShares held
$57.07MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 799.37K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 799.37K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 567.00K | — | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 300.16K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 300.16K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 163.36K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 140.68K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 117.68K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 104.85K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 69.94K | — | $877,068 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 69.94K | — | $877,068 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 55.82K | — | $716,169 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 50.62K | — | $634,824 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 40.70K | — | $510,380 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Invesco Ltd. | 28.92K | — | $362,682 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 19.95K | — | $250,187 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 19.95K | — | $250,187 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 19.10K | — | $239,498 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 4.93K | — | $61,788 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.47K | — | $18,484 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 744 | — | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 400 | -50.0% | $5,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 279 | — | $3,503 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 262 | — | $3,285 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 12.17M shares, $103.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API