AVK Advent Claymore Convertible Se
Advent Claymore Convertible Se (AVK) Institutional Ownership
What the institutions did with AVK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.8M | 14.5% |
| SIT INVESTMENT ASSOCIATES INC | 1.4M | 11.6% |
| WELLS FARGO & COMPANY/MN | 882.0K | 7.2% |
| GUGGENHEIM CAPITAL LLC | 801.1K | 6.5% |
| Advisors Asset Management, Inc. | 777.4K | 6.3% |
| Penserra Capital Management LLC | 684.3K | 5.6% |
| LPL Financial LLC | 528.8K | 4.3% |
| MORGAN STANLEY | 516.3K | 4.2% |
| Koshinski Asset Management, Inc. | 481.6K | 3.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 361.8K | 2.9% |
| Arete Wealth Advisors, LLC | 319.6K | 2.6% |
| Baird Financial Group, Inc. | 286.0K | 2.3% |
| FCA CORP /TX | 254.8K | 2.1% |
| Steward Partners Investment Advisory, LLC | 248.4K | 2.0% |
| Rockefeller Capital Management L.P. | 191.0K | 1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 159.5K | 1.3% |
| Cyndeo Wealth Partners, LLC | 153.1K | 1.2% |
| Creative Planning | 140.2K | 1.1% |
| OSAIC HOLDINGS, INC. | 117.6K | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 112.2K | 0.9% |
| UBS Group AG | 109.8K | 0.9% |
| NewEdge Advisors, LLC | 96.5K | 0.8% |
| Formidable Asset Management, LLC | 73.9K | 0.6% |
| &PARTNERS | 71.4K | 0.6% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 68.6K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | Reduced | 2.1M | 1.4M | -712.5K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 153.0K | 361.8K | +208.8K |
| Rockefeller Capital Management L.P. | Increased | 7.9K | 191.0K | +183.1K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.6M | 1.8M | +181.4K |
| READYSTATE ASSET MANAGEMENT LP | Reduced | 106.4K | 13.2K | -93.2K |
| Advisors Asset Management, Inc. | Increased | 690.5K | 777.4K | +86.8K |
| GUGGENHEIM CAPITAL LLC | Increased | 743.1K | 801.1K | +58.1K |
| Cambridge Investment Research Advisors, Inc. | Increased | 65.3K | 112.2K | +46.8K |
| ROYAL BANK OF CANADA | Reduced | 42.0K | 72 | -41.9K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 53.5K | 12.0K | -41.5K |
| XTX Topco Ltd | New | 0 | 33.3K | +33.3K |
| NewEdge Advisors, LLC | Increased | 66.8K | 96.5K | +29.8K |
| MORGAN STANLEY | Reduced | 543.1K | 516.3K | -26.8K |
| Penserra Capital Management LLC | Increased | 658.2K | 684.3K | +26.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 26.0K | 0 | -26.0K |
| Calamos Advisors LLC | Increased | 12.4K | 38.2K | +25.8K |
| HRT FINANCIAL LP | Sold Out | 25.7K | 0 | -25.7K |
| JANE STREET GROUP, LLC | Sold Out | 25.0K | 0 | -25.0K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 22.2K | +22.2K |
| WELLS FARGO & COMPANY/MN | Increased | 860.1K | 882.0K | +21.9K |
| Steward Partners Investment Advisory, LLC | Increased | 226.8K | 248.4K | +21.6K |
| CoreCap Advisors, LLC | Increased | 1.5K | 21.2K | +19.7K |
| Equitable Holdings, Inc. | New | 0 | 18.5K | +18.5K |
| OSAIC HOLDINGS, INC. | Increased | 100.1K | 117.6K | +17.5K |
| Invesco Ltd. | Sold Out | 17.1K | 0 | -17.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 16.0K | +16.0K |
| FCA CORP /TX | Increased | 239.1K | 254.8K | +15.8K |
| Merit Financial Group, LLC | Sold Out | 13.8K | 0 | -13.8K |
| IMC-Chicago, LLC | New | 0 | 10.7K | +10.7K |
| Ballew Advisors, Inc | Sold Out | 10.4K | 0 | -10.4K |
| Patriot Financial Group Insurance Agency, LLC | Sold Out | 10.2K | 0 | -10.2K |
| Koshinski Asset Management, Inc. | Increased | 472.8K | 481.6K | +8.8K |
| LPL Financial LLC | Reduced | 536.3K | 528.8K | -7.5K |
| STIFEL FINANCIAL CORP | Increased | 56.3K | 63.2K | +7.0K |
| Kestra Advisory Services, LLC | Increased | 26.4K | 33.2K | +6.7K |
| Shaker Financial Services, LLC | Reduced | 36.4K | 30.0K | -6.5K |
| PFG Investments, LLC | Reduced | 56.6K | 50.3K | -6.3K |
| Ameritas Advisory Services, LLC | Increased | 33.2K | 39.3K | +6.1K |
| PMG Family Office LLC | Increased | 33.1K | 39.2K | +6.0K |
| UBS Group AG | Increased | 104.3K | 109.8K | +5.5K |
| Beacon Pointe Advisors, LLC | Increased | 10.8K | 15.6K | +4.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 164.1K | 159.5K | -4.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 60.5K | 65.0K | +4.6K |
| Windsor Capital Management, LLC | Reduced | 18.8K | 14.7K | -4.1K |
| Integrated Wealth Concepts LLC | Reduced | 38.2K | 34.4K | -3.8K |
| Waverly Advisors, LLC | Reduced | 49.8K | 46.3K | -3.4K |
| Clear Street Group Inc. | New | 0 | 3.2K | +3.2K |
| Institute for Wealth Management, LLC. | New | 0 | 3.1K | +3.1K |
| Cetera Investment Advisers | Increased | 39.1K | 42.1K | +2.9K |
| Stolper Co | Increased | 63.0K | 65.7K | +2.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New | 0 | 2.4K | +2.4K |
| Logan Stone Capital, LLC | Increased | 13.6K | 15.9K | +2.3K |
| Quarry LP | Increased | 42.3K | 44.3K | +2.0K |
| NWF Advisory Services Inc. | Reduced | 69.1K | 67.1K | -2.0K |
| Arete Wealth Advisors, LLC | Increased | 317.7K | 319.6K | +1.9K |
| &PARTNERS | Reduced | 73.0K | 71.4K | -1.7K |
| Sound Income Strategies, LLC | Sold Out | 1.4K | 0 | -1.4K |
| BENJAMIN EDWARDS INC | Increased | 18.9K | 20.3K | +1.4K |
| Formidable Asset Management, LLC | Reduced | 75.2K | 73.9K | -1.3K |
| Sanctuary Advisors, LLC | Increased | 66.3K | 67.6K | +1.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.