Advantage Solutions Inc. - ADV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Leonard Green & Partners, L.P. | History | No change | 15,450,000 | 13,596 | 0.53% | 0.9% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVC Management Holdings II Ltd. | History | No change | 15,290,000 | 13,455 | 2.26% | 2.86% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Added to | 11,794,950 | 10,379 | 0.23% | 0.3% | 3 | +1,806,891 | 18.09% | Q4 2025 | Feb 17, 2026 |
| Atairos Partners GP, Inc. | History | No change | 10,985,759 | 9,667 | 22.05% | 55.88% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,394,204 | 6,506 | 0.0% | 0.0% | 5 | +4,718,436 | 176.34% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 7,003,853 | 6,163 | 0.0% | 0.0% | 6 | +90,567 | 1.31% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,037,164 | 3,552 | 0.0% | 0.0% | 7 | -271,593 | -6.3% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,761,016 | 3,309 | 0.0% | 0.0% | 8 | +1,024,633 | 37.44% | Q4 2025 | Feb 13, 2026 |
| BAIN CAPITAL INVESTORS LLC | History | No change | 2,890,000 | 2,543 | 0.06% | 0.13% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,763,633 | 2,432 | 0.0% | 0.0% | 10 | +21,509 | 0.78% | Q4 2025 | Feb 09, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,654,282 | 2,336 | 0.0% | 0.01% | 11 | -3,745,250 | -58.52% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Added to | 2,180,442 | 1,918 | 0.0% | 0.0% | 12 | +88,129 | 4.21% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 1,935,529 | 1,703 | 0.04% | 0.08% | 13 | -643,112 | -24.94% | Q4 2025 | Feb 17, 2026 |
| Stoic Point Capital Management LLC | History | New | 1,562,158 | 1,374 | 1.16% | — | 14 | +1,562,158 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 1,530,529 | 1,346 | 0.02% | 0.03% | 15 | -198,112 | -11.46% | Q4 2025 | Feb 18, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 1,000,000 | 880 | 0.23% | 0.66% | 16 | -700,000 | -41.18% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 801,200 | 705 | 0.0% | 0.0% | 17 | +30,400 | 3.94% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 723,648 | 636 | 0.0% | 0.0% | 18 | -81,789 | -10.15% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 573,255 | 504 | 0.0% | 0.0% | 19 | +171,000 | 42.51% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 554,271 | 487 | 0.04% | 0.04% | 20 | +258,379 | 87.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 523,792 | 460 | 0.0% | 0.0% | 21 | -279,030 | -34.76% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 505,000 | 444 | 0.05% | 0.09% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 400,638 | 352 | 0.0% | 0.0% | 23 | -1,573,302 | -79.7% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 298,739 | 263 | 0.02% | — | 24 | +298,739 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 266,870 | 234 | 0.0% | 0.0% | 25 | +56,921 | 27.11% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 249,959 | 219 | 0.0% | 0.0% | 26 | -1,441 | -0.57% | Q4 2025 | Feb 10, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 223,629 | 196 | 0.12% | 0.69% | 27 | -610,210 | -73.18% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 208,000 | 183 | 0.0% | 0.0% | 28 | +87,801 | 73.05% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 203,078 | 178 | 0.0% | 0.0% | 29 | +180,019 | 780.69% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 134,560 | 174 | 0.0% | 0.0% | 30 | +27,716 | 25.94% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 198,038 | 174 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 175,542 | 154 | 0.0% | 0.0% | 32 | +155,151 | 760.88% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 173,180 | 152 | 0.0% | — | 33 | +173,180 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 169,408 | 149 | 0.0% | 0.0% | 34 | -38,683 | -18.59% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 164,316 | 144 | 0.0% | 0.0% | 35 | +33,183 | 25.3% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 146,837 | 129 | 0.0% | 0.0% | 36 | +14,092 | 10.62% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 129,449 | 113 | 0.0% | 0.0% | 37 | -41,896 | -24.45% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 129,507 | 113 | 0.0% | 0.0% | 38 | -20,157 | -13.47% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 128,100 | 112 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 126,406 | 111 | 0.0% | — | 40 | +126,406 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 116,042 | 102 | 0.0% | 0.0% | 41 | +33,097 | 39.9% | Q4 2025 | Mar 25, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 92,471 | 81 | 0.0% | 0.0% | 42 | +4,637 | 5.28% | Q4 2025 | Feb 11, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 89,560 | 78 | 0.01% | 0.03% | 44 | -100,000 | -52.75% | Q4 2025 | Jan 30, 2026 |
| Graham Capital Management, L.P. | History | Added to | 88,862 | 78 | 0.0% | 0.0% | 43 | +65,785 | 285.07% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 87,908 | 77 | 0.0% | 0.0% | 45 | -199,933 | -69.46% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 77,800 | 68 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 68,762 | 60 | 0.0% | — | 47 | +68,762 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,707 | 55 | 0.0% | 0.0% | 48 | +26,696 | 74.13% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 54,666 | 48 | 0.0% | 0.0% | 50 | -1,079,735 | -95.18% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 54,350 | 48 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 46,574 | 40 | 0.0% | 0.0% | 51 | -15,771 | -25.3% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 45,712 | 40 | 0.0% | 0.0% | 52 | +1,484 | 3.36% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 40,876 | 35 | 0.0% | — | 53 | +40,876 | New | Q4 2025 | Jan 28, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 34,990 | 30 | 0.01% | — | 54 | +34,990 | New | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,433 | 27 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 31,218 | 27 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | No change | 29,674 | 26 | 0.02% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 29,330 | 25 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,000 | 24 | 0.0% | 0.0% | 59 | -397,975 | -93.43% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 26,364 | 23 | 0.0% | 0.0% | 60 | -53,938 | -67.17% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,026 | 18 | 0.0% | 0.0% | 61 | -9,320 | -30.71% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | New | 20,000 | 17 | 0.0% | — | 63 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,611 | 17 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| a16z Perennial Management, L.P. | History | No change | 18,867 | 16 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 17,229 | 15 | 0.0% | 0.0% | 65 | +1,114 | 6.91% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 16,570 | 14 | 0.0% | 0.01% | 67 | -10,000 | -37.64% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,345 | 14 | 0.0% | 0.0% | 66 | +5,836 | 55.53% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,207 | 13 | 0.0% | — | 68 | +14,207 | New | Q4 2025 | Feb 17, 2026 |
| Sagewood Asset Management LP | History | New | 14,408 | 12 | 0.0% | — | 70 | +14,408 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,219 | 12 | 0.0% | 0.0% | 69 | -1,958 | -12.9% | Q4 2025 | Jan 09, 2026 |
| Virtu Financial LLC | History | Reduced | 12,088 | 11 | 0.0% | 0.0% | 72 | -11,173 | -48.03% | Q4 2025 | Feb 23, 2026 |
| CITIGROUP INC | History | Added to | 12,670 | 11 | 0.0% | 0.0% | 71 | +6,713 | 112.69% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,726 | 11 | 0.0% | 0.0% | 73 | +1,867 | 17.19% | Q4 2025 | Feb 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | New | 11,880 | 10 | 0.0% | — | 75 | +11,880 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,213 | 10 | 0.0% | 0.0% | 77 | +5,019 | 69.77% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 12,059 | 10 | 0.0% | 0.0% | 74 | +1,669 | 16.06% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 11,980 | 10 | 0.0% | 0.0% | 76 | +949 | 8.6% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 10,644 | 9 | 0.0% | 0.0% | 79 | +606 | 6.04% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | No change | 10,670 | 9 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,600 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,512 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | No change | 9,045 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,993 | 7 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,780 | 5 | 0.0% | 0.0% | 84 | -1,980 | -25.52% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | No change | 6,503 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,451 | 4 | 0.0% | 0.0% | 86 | +617 | 16.09% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,550 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,961 | 3 | 0.0% | 0.0% | 88 | -689 | -18.88% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 2,067 | 2 | 0.0% | 0.0% | 89 | -3,864 | -65.15% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,632 | 2 | 0.0% | 0.0% | 90 | -1,022 | -27.97% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | New | 1,607 | 1 | 0.0% | — | 93 | +1,607 | New | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,382 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 1,656 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -449,435 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280,591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -217,249 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -186,245 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -112,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -105,082 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99,793 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -65,690 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | — | — | -59,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -54,753 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,646 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -25,738 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,218 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,862 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,509 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,381 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,821 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,048 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Farther Finance Advisors, LLC | History | New | 983 | 0 | — | — | — | +983 | New | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -277 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -227 | -100.0% | Q3 2025 | Oct 27, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1 | 0 | — | — | — | -174 | -99.43% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -157 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 23 | 0 | — | — | — | -137 | -85.63% | Q4 2025 | Jan 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 21 | 0 | — | — | — | -3 | -12.5% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 62 | 0 | — | — | — | -1 | -1.59% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clayton Financial Group LLC | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |