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Advantage Solutions Inc (ADV)

CUSIP: 00791N201 | NYSE | Communication Services · Advertising Agencies | Small Cap | 100 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ACastleKnight Management LP757,3545.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AKarman Topco L.P.6,998,34752.6%New 5%+ stakeMay 14, 2026

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP46,852
0.0% of portfolio›$1.2M
SummerHaven Investment Management, LLC22,926
0.3% of portfolio›$595.2K
Creative Planning14,483
0.0% of portfolio›$376.0K
Bank of New York Mellon Corp11,854
0.0% of portfolio›$307.7K
Strs Ohio5,300
0.0% of portfolio›$137.6K
State of Wyoming3,601
0.0% of portfolio›$93.5K
Citigroup Inc2,124
0.0% of portfolio›$55.1K
State of Alaska, Department of Revenue633
0.0% of portfolio›$16
Summit Securities Group LLC374
0.0% of portfolio›$9.7K
Signaturefd, LLC247
0.0% of portfolio›$6.4K
EverSource Wealth Advisors, LLC87
0.0% of portfolio›$2.3K
Sterling Capital Management LLC85
0.0% of portfolio›$2.2K
Gamma Investing LLC43
0.0% of portfolio›$1.1K
Clayton Financial Group LLC40
0.0% of portfolio›$1.0K
Farther Finance Advisors, LLC38
0.0% of portfolio›$986
IFP Advisors, Inc32
0.0% of portfolio›$831
Bell Investment Advisors, Inc27
0.0% of portfolio›$701
Essential Partners LLC25
0.0% of portfolio›$649
True Wealth Design, LLC21
0.0% of portfolio›$546
US Bancorp \de\19
0.0% of portfolio›$493
Nisa Investment Advisors, LLC12
0.0% of portfolio›$312
Fortitude Family Office, LLC11
0.0% of portfolio›$286
SJS Investment Consulting Inc.8
0.0% of portfolio›$208
Ascentis Wealth Management, LLC6
0.0% of portfolio›$155
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$104
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$52
Root Financial Partners, LLC1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
46,852$1.2M0.0%IndexLowAustin, TX2026-11-04
SummerHaven Investment Management, LLC
22,926$595.2K0.3%Deep ValueHighStamford, CT2026-10-19
Creative Planning
14,483$376.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
11,854$307.7K0.0%CoreLowNew York, NY2026-11-05
Strs Ohio
5,300$137.6K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
3,601$93.5K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
2,124$55.1K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
633$160.0%CoreVery LowJuneau, AK2026-10-15
Summit Securities Group LLC
374$9.7K0.0%CoreVery HighNew York, NY2026-11-05
Signaturefd, LLC
247$6.4K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
87$2.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
85$2.2K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
43$1.1K0.0%IndexVery LowFoster City, CA2026-10-08
Clayton Financial Group LLC
40$1.0K0.0%ETFLowSt. Louis, MO2026-10-13
Farther Finance Advisors, LLC
38$9860.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
32$8310.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
27$7010.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
25$6490.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
21$5460.0%ETFMediumAkron, OH2026-10-13
US Bancorp \de\
19$4930.0%IndexLowMinneapolis, MN2026-11-05
Nisa Investment Advisors, LLC
12$3120.0%IndexVery LowSt. Louis, MO2026-10-20
Fortitude Family Office, LLC
11$2860.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
8$2080.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
6$1550.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
4$1040.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
2$520.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
1$260.0%ETFMediumEncinitas, CA2026-10-21
No 13F filer matched
13G/ACastleKnight Management LP757,354
5.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13D/AKarman Topco L.P.6,998,347
52.6% of class · May 14, 2026New 5%+ stake
No 13F filer matched