Security record · archived quarter
AVK
name pending profile ingest
29Tracked holders
+6Δ holders
4.78MShares held
$53.34MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +26.1% ·
share flow +5.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 536.30K | -5.4% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 164.12K | +0.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 140.96K | +0.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 104.30K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 100.09K | -14.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 60.46K | -13.6% | $674,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 56.27K | +11.2% | $627,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 53.47K | New | $596,725 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 39.12K | -3.9% | $436,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 28.75K | -48.5% | $331,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 25.98K | New | $289,881 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 25.71K | New | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 25.00K | New | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 25.00K | New | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.94K | New | $211,393 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 18.37K | -3.8% | $204,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Invesco Ltd. | 17.09K | -40.9% | $190,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.88K | +60.0% | $87,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.77K | +271.8% | $30,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.47K | 0.0% | $16,450 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 480 | New | $5,270 | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 400 | 0.0% | $4,328 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 262 | 0.0% | $2,924 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $596,725 | 0.0% |
| Susquehanna International… | $289,881 | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Fifth Third Bancorp | $211,393 | 0.0% |
| Jones Financial Companies Lllp | $5,270 | 0.0% |
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: Q1 2026 ·
Methodology ·
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