SEC 13F Intelligence

ADVADVANTAGE SOLUTIONS INC

CUSIP 00791N201 · Yahoo Finance ↗ · Google Finance ↗

Advantage Solutions Inc (ADV) has 3 institutional holders in Filings Flow’s 13F database, together reporting 3.60M shares worth $76M as of Q1 2026. The largest reported holders are Castleknight Management LP, Leonard Green & Partners, L.P., and Cvc Management Holdings II Ltd..

Institutional Holders
67
Q1 2026
Reported Value
$76M
Ticker
ADV
Quarters Tracked
2

Ownership Trend

Institutional holders
Q1 ’26: 67Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q1 ’26: $76MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CVC Management Holdings II Ltd.$420M AUM3.08%$13M611.6KQ1 2026OLDER
Stoic Point Capital Management LLC$103M AUM1.09%$1M53.1KQ1 2026OLDER
Leonard Green & Partners, L.P.$2.8B AUM0.47%$13M618.0KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.26%$16M748.3KQ1 2026OLDER
BAIN CAPITAL INVESTORS LLC$3.3B AUM0.07%$2M115.6KQ1 2026OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.06%$596,14828.2KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$470,78822.3KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$1M54.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M54.0KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.00%$251,39711.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$65,9363.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$707,66133.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$615,66129.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$604,37128.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M157.1KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.00%$84640Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M131.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$12,219578Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$65,7883.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$7,589359Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$26,3831.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M116.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$526,74524.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$285,93913.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$5M233.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$6M281.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$57127Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1065Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$645,53130.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$96,3484.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$432,63020.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$2M87.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$153116Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$39,5551.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1708Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$238,87511.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$24,4171.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$780,34136.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$26,5731.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$13,234626Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$267,99212.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,07851Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$82219Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$43,8442.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$78,1763.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$34,9871.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$79,7823.8KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$8,456400Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$17,081808Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$78741Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$6,595312Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1909Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$19,680931Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$854Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$48,0801.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$67732Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7,632361Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3,826181Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$84640Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1919Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$211Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$18,075855Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$25412Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$422Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2,00091Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.