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Advantage Solutions Inc (ADV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares117,839 from 126,287
Change-8,448 (-7%)
Value$3.1M (-$2.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares46,852 from 96,609
Change-49,757 (-51%)
Value$1.2M (-$3.0M)
Filed 2026-11-04
SummerHaven Investment Management, LLC
NEW
Shares22,926
Change+22,926
Value$595.2K
Filed 2026-10-19
Creative Planning
INCREASED
Shares14,483 from 14,238
Change+245 (+2%)
Value$376.0K (-$239.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares11,854 from 12,187
Change-333 (-3%)
Value$307.7K (-$219.2K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares5,300 from 3,800
Change+1,500 (+39%)
Value$137.6K (-$26.7K)
Filed 2026-10-30
State of Wyoming
NEW
Shares3,601
Change+3,601
Value$93.5K
Filed 2026-10-28
Deutsche Bank Ag\
DECREASED
Shares3,376 from 3,813
Change-437 (-11%)
Value$87.6K (-$77.2K)
Filed 2026-11-06
Russell Investments Group, Ltd.
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$58.9K (-$39.2K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares2,124 from 2,002
Change+122 (+6%)
Value$55.1K (-$31.4K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares2,014 from 784
Change+1,230 (+157%)
Value$52.3K (+$18.4K)
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares633 from 380
Change+253 (+67%)
Value$16 ($0)
Filed 2026-10-15
Summit Securities Group LLC
NEW
Shares374
Change+374
Value$9.7K
Filed 2026-11-05
Signaturefd, LLC
NEW
Shares247
Change+247
Value$6.4K
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.1K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares87 from 76
Change+11 (+14%)
Value$2.3K (-$1.0K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares85 from 87
Change-2 (-2%)
Value$2.2K (-$1.6K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares43 from 19
Change+24 (+126%)
Value$1.1K (+$294)
Filed 2026-10-08
Clayton Financial Group LLC
NEW
Shares40
Change+40
Value$1.0K
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.0K (-$692)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares38 from 70
Change-32 (-46%)
Value$986 (-$2.0K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares32 from 60
Change-28 (-47%)
Value$831 (-$1.8K)
Filed 2026-10-16
Bell Investment Advisors, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$701 (-$467)
Filed 2026-10-29
Essential Partners LLC
DECREASED
Shares25 from 45
Change-20 (-44%)
Value$649 (-$1.3K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares21 from 20
Change+1 (+5%)
Value$546 (-$319)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares19 from 43
Change-24 (-56%)
Value$493 (-$1.4K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$312 (-$207)
Filed 2026-10-20
Fortitude Family Office, LLC
DECREASED
Shares11 from 20
Change-9 (-45%)
Value$286 (-$579)
Filed 2026-10-14
SJS Investment Consulting Inc.
DECREASED
Shares8 from 19
Change-11 (-58%)
Value$208 (-$614)
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares6
Change+6
Value$155
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$104 (+$18)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$52
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$26
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$26 (-$61)
Filed 2026-11-06
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$69.2K)
Filed 2026-11-06
Avion Wealth
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Parallel Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$216)
Filed 2026-11-03
Leonard Green & Partners, L.P.
N/A
Shares— from 618,000
Change-618,000 (-100%)
Value—
CVC Management Holdings II Ltd.
N/A
Shares— from 611,600
Change-611,600 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 581,347
Change-581,347 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 339,775
Change-339,775 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 200,310
Change-200,310 (-100%)
Value—
Bain Capital Investors LLC
N/A
Shares— from 115,600
Change-115,600 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 101,381
Change-101,381 (-100%)
Value—
State Street Corp
N/A
Shares— from 90,502
Change-90,502 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 59,863
Change-59,863 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 51,427
Change-51,427 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 47,467
Change-47,467 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,323
Change-46,323 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 45,199
Change-45,199 (-100%)
Value—
Stoic Point Capital Management LLC
N/A
Shares— from 45,165
Change-45,165 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 43,276
Change-43,276 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 40,531
Change-40,531 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 40,108
Change-40,108 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 37,699
Change-37,699 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 34,437
Change-34,437 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 30,153
Change-30,153 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 28,532
Change-28,532 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 28,028
Change-28,028 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 20,940
Change-20,940 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 19,266
Change-19,266 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,267
Change-16,267 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 11,417
Change-11,417 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,302
Change-11,302 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
FMR LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 667
Change-667 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 666
Change-666 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 480
Change-480 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 216
Change-216 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140
Change-140 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 60
Change-60 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED117,839126,287-8,448-7%$5.5M$3.1M-$2.4M2026-11-06
Dimensional Fund Advisors LP
DECREASED46,85296,609-49,757-51%$4.2M$1.2M-$3.0M2026-11-04
SummerHaven Investment Management, LLC
NEW22,926—+22,926——$595.2K—2026-10-19
Creative Planning
INCREASED14,48314,238+245+2%$615.7K$376.0K-$239.7K2026-11-02
Bank of New York Mellon Corp
DECREASED11,85412,187-333-3%$527.0K$307.7K-$219.2K2026-11-05
Strs Ohio
INCREASED5,3003,800+1,500+39%$164.3K$137.6K-$26.7K2026-10-30
State of Wyoming
NEW3,601—+3,601——$93.5K—2026-10-28
Deutsche Bank Ag\
DECREASED3,3763,813-437-11%$164.9K$87.6K-$77.2K2026-11-06
Russell Investments Group, Ltd.
UNCHANGED2,2682,26800%$98.1K$58.9K-$39.2K2026-11-06
Citigroup Inc
INCREASED2,1242,002+122+6%$86.6K$55.1K-$31.4K2026-11-04
Barclays PLC
INCREASED2,014784+1,230+157%$33.9K$52.3K+$18.4K2026-11-06
State of Alaska, Department of Revenue
INCREASED633380+253+67%$16$16$02026-10-15
Summit Securities Group LLC
NEW374—+374——$9.7K—2026-11-05
Signaturefd, LLC
NEW247—+247——$6.4K—2026-10-23
Allworth Financial LP
UNCHANGED16516500%$7.1K$7.1K$02026-11-06
EverSource Wealth Advisors, LLC
INCREASED8776+11+14%$3.3K$2.3K-$1.0K2026-11-04
Sterling Capital Management LLC
DECREASED8587-2-2%$3.8K$2.2K-$1.6K2026-10-22
Gamma Investing LLC
INCREASED4319+24+126%$822$1.1K+$2942026-10-08
Clayton Financial Group LLC
NEW40—+40——$1.0K—2026-10-13
Fifth Third Bancorp
UNCHANGED404000%$1.7K$1.0K-$6922026-11-05
Farther Finance Advisors, LLC
DECREASED3870-32-46%$3.0K$986-$2.0K2026-10-08
IFP Advisors, Inc
DECREASED3260-28-47%$2.6K$831-$1.8K2026-10-16
Bell Investment Advisors, Inc
UNCHANGED272700%$1.2K$701-$4672026-10-29
Essential Partners LLC
DECREASED2545-20-44%$1.9K$649-$1.3K2026-10-14
True Wealth Design, LLC
INCREASED2120+1+5%$865$546-$3192026-10-13
US Bancorp \de\
DECREASED1943-24-56%$1.9K$493-$1.4K2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED121200%$519$312-$2072026-10-20
Fortitude Family Office, LLC
DECREASED1120-9-45%$865$286-$5792026-10-14
SJS Investment Consulting Inc.
DECREASED819-11-58%$822$208-$6142026-10-26
Ascentis Wealth Management, LLC
NEW6—+6——$155—2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED42+2+100%$86$104+$182026-10-29
Provenance Wealth Advisors, LLC
NEW2—+2——$52—2026-10-30
Root Financial Partners, LLC
NEW1—+1——$26—2026-10-21
Clearstead Advisors, LLC
DECREASED12-1-50%$87$26-$612026-11-06
PNC Financial Services Group, Inc.
CLOSED01,600-1,600-100%$69.2K$0-$69.2K2026-11-06
Avion Wealth
CLOSED031-31-100%$1$0-$12026-11-04
Parallel Advisors, LLC
CLOSED05-5-100%$216$0-$2162026-11-03
Leonard Green & Partners, L.P.
N/A—618,000-618,000-100%$26.7M———
CVC Management Holdings II Ltd.
N/A—611,600-611,600-100%$26.4M———
CastleKnight Management LP
N/A—581,347-581,347-100%$25.1M———
BlackRock, Inc.
N/A—339,775-339,775-100%$14.7M———
Vanguard Capital Management LLC
N/A—200,310-200,310-100%$8.7M———
Bain Capital Investors LLC
N/A—115,600-115,600-100%$5.0M———
Charles Schwab Investment Management Inc
N/A—101,381-101,381-100%$4.4M———
State Street Corp
N/A—90,502-90,502-100%$3.9M———
Walleye Capital LLC
N/A—59,863-59,863-100%$2.6M———
Bank of America Corp
N/A—51,427-51,427-100%$2.2M———
Invesco Ltd.
N/A—47,467-47,467-100%$2.1M———
AQR Capital Management LLC
N/A—46,323-46,323-100%$2.0M———
Bridgeway Capital Management, LLC
N/A—45,199-45,199-100%$2.0M———
Stoic Point Capital Management LLC
N/A—45,165-45,165-100%$2.0M———
Vanguard Portfolio Management LLC
N/A—43,276-43,276-100%$1.9M———
Renaissance Technologies LLC
N/A—40,531-40,531-100%$1.8M———
American Century Companies Inc
N/A—40,108-40,108-100%$1.7M———
Empowered Funds, LLC
N/A—37,699-37,699-100%$1.6M———
Northern Trust Corp
N/A—34,437-34,437-100%$1.5M———
Prudential Financial Inc
N/A—30,153-30,153-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—29,831-29,831-100%$1.3M———
State of Wisconsin Investment Board
N/A—28,532-28,532-100%$1.2M———
Vanguard Fiduciary Trust Co
N/A—28,028-28,028-100%$1.2M———
Morgan Stanley
N/A—20,940-20,940-100%$905.4K———
Millennium Management LLC
N/A—19,266-19,266-100%$833.1K———
Aristeia Capital, L.L.C.
N/A—18,202-18,202-100%$787.1K———
Cetera Investment Advisers
N/A—16,267-16,267-100%$703.4K———
Two Sigma Investments, LP
N/A—15,003-15,003-100%$648.7K———
Canada Pension Plan Investment Board
N/A—11,900-11,900-100%$514.6K———
Goldman Sachs Group Inc
N/A—11,657-11,657-100%$504.0K———
Marshall Wace, LLP
N/A—11,417-11,417-100%$493.7K———
UBS Group AG
N/A—11,302-11,302-100%$488.7K———
Squarepoint Ops LLC
N/A—10,545-10,545-100%$456.0K———
Nuveen, LLC
N/A—9,506-9,506-100%$411.0K———
XTX Topco Ltd
N/A—8,383-8,383-100%$362.5K———
Wells Fargo & Company
N/A—5,306-5,306-100%$229.4K———
Rhumbline Advisers
N/A—4,962-4,962-100%$214.5K———
MetLife Investment Management, LLC
N/A—2,763-2,763-100%$119.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,996-1,996-100%$86.3K———
JPMorgan Chase & Co
N/A—1,797-1,797-100%$84.1K———
Vanguard Global Advisers, LLC
N/A—1,655-1,655-100%$71.6K———
Arax Advisory Partners
N/A—1,442-1,442-100%$62.4K———
Rockefeller Capital Management L.P.
N/A—1,365-1,365-100%$59.0K———
New York State Common Retirement Fund
N/A—1,257-1,257-100%$54.4K———
Police & Firemen's Retirement System of New Jersey
N/A—1,248-1,248-100%$54.0K———
FMR LLC
N/A—890-890-100%$38.5K———
Tower Research Capital LLC (TRC)
N/A—667-667-100%$28.8K———
BNP Paribas Financial Markets
N/A—666-666-100%$28.8K———
Legal & General Group Plc
N/A—480-480-100%$20.8K———
Ameritas Investment Partners, Inc.
N/A—359-359-100%$15.5K———
Global Retirement Partners, LLC
N/A—222-222-100%$9.6K———
Royal Bank of Canada
N/A—216-216-100%$10.0K———
Jones Financial Companies Lllp
N/A—140-140-100%$6.2K———
California State Teachers Retirement System
N/A—60-60-100%$2.6K———
Allied Private Wealth LLC
N/A—36-36-100%$1.4K———
Rothschild Investment LLC
N/A—8-8-100%$346———
Showing 93 of 93 institutions