Institutional Ownership Advantage Solutions Inc. (ADV)
This table provides information about the institutional ownership of Advantage Solutions Inc. (ADV). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,654
shares
|
$4,202
0.0% of portfolio
|
Q3 2025
Reduced 29.12%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
3,650
shares
|
$4,197
0.0% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,317
shares
|
$2,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
2,068
shares
|
$2,378
0.0% of portfolio
|
Q3 2025
Reduced 45.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,777
shares
|
$2,043
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,656
shares
|
$1,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,607
shares
|
$1,848
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,382
shares
|
$1,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,048
shares
|
$1,205
0.0% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$1,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$1,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
326
shares
|
$374
0.0% of portfolio
|
Q2 2025
Reduced 84.89%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
277
shares
|
$318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
181
shares
|
$208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
175
shares
|
$201
0.0% of portfolio
|
Q2 2025
Added 84.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
157
shares
|
$180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
63
shares
|
$72
0.0% of portfolio
|
Q2 2025
Reduced 73.75%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
24
shares
|
$27
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
23
shares
|
$26
0.0% of portfolio
|
Q4 2025
Reduced 85.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|