ADV · Advantage Solutions Inc. · Shareholders & Ownership

$28.61 -0.15 (-0.52%) At close · Oct 27 Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$366.84M

12.82M

Volume · Oct 27 47.27K Avg daily vol (3M) 74.4K

Every disclosed holder of ADV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns ADV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	90	4,186,008	32.65%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	8,369,431	65.27%	Yes
Remaining	—	266,791	2.08%	Rest
Registered funds (N-PORT, not summed)	110	797,886	6.22%	No

Shares outstanding: 12,822,230, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of ADV

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Karman Topco L.P. 13D CIK 1616061 · Unknown · May 14, 2026 Item 4 purpose: Other	6,998,347	54.58%	—	May 14, 2026
1.1	Karman Topco L.P. Insider CIK 1616061 · May 14, 2026 10% Owner, issuer-wide, not summed	6,998,347	54.58%	-190,325	May 14, 2026	10% Owner, issuer-wide, not summed
2	CastleKnight Master Fund LP 13G CIK 1954661 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	757,354	5.91%	+31,815	Jun 30, 2026	Rule 13d-1(c), passive investor
3	Leonard Green & Partners, L.P. 13F CIK 1175523 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	618,000	4.82%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	613,730	4.79%	-36,830	Dec 31, 2024	Rule 13d-1(b), qualified institution
5	CVC Management Holdings II Ltd. 13F CIK 2023131 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	611,600	4.77%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
6	CastleKnight Management LP 13F CIK 1835751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	581,347	4.53%	-166,976	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Atairos Partners GP, Inc. 13F CIK 1671176 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	439,430	3.43%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	339,775	2.65%	+58,486	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	113,083	0.88%	+20,558	Jun 30, 2026	iShares Trust, not summed
8.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	42,161	0.33%	+9,898	Jun 30, 2026	iShares Trust, not summed
8.3	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	22,669	0.18%	+2,689	Jul 31, 2026	iShares Trust, not summed
8.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	8,901	0.07%	+2,683	Jun 30, 2026	Quantitative Master Series LLC, not summed
8.5	iShares Russell 3000 ETF Fund S000004341 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,532	0.01%	-20	Jun 30, 2026	iShares Trust, not summed
9	PEACOCK DAVID A Insider CIK 1382184 · May 19, 2026 Director, issuer-wide, not summed	217,164	1.69%	+1,600	May 19, 2026	Director, issuer-wide, not summed
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,310	1.56%	-33,322	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	144,810	1.13%	-38,577	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,287	0.98%	+10,264	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Bain Capital Investors LLC 13F CIK 1040508 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	115,600	0.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,381	0.79%	-30,467	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,906	0.40%	-21,787	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,168	0.16%	-123	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	13,287	0.10%	-5,906	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,577	0.08%	+2,806	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,797	0.05%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,609	0.75%	-60,452	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,967	0.09%	+1	Jul 31, 2026	Dimensional ETF Trust, not summed
15.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,803	0.03%	-8,354	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,687	0.02%	-9,931	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	Dimensional VA U.S. Targeted Value Portfolio Fund S000000953 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,602	0.02%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,662	0.01%	-16,680	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	90,502	0.71%	+3,190	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,275	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	89	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
17	KILTS JAMES M Insider CIK 1025094 · May 27, 2026 Director, issuer-wide, not summed	78,236	0.61%	+14,370	May 27, 2026	Director, issuer-wide, not summed
18	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,863	0.47%	+59,863	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Taylor Michael Larry Insider CIK 1978459 · Jun 12, 2026 COO, Retailer Services, issuer-wide, not summed	54,337	0.42%	+3,689	Jun 12, 2026	COO, Retailer Services, issuer-wide, not summed
20	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	51,427	0.40%	+51,427	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Growe Christopher Insider CIK 1968701 · Jun 23, 2026 Chief Financial Officer, issuer-wide, not summed	51,302	0.40%	0	Jun 23, 2026	Chief Financial Officer, issuer-wide, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	48,947	0.38%	+2,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,467	0.37%	+47,467	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,443	0.02%	-458	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,323	0.36%	+32,797	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,199	0.35%	-8,822	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	7,500	0.06%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
26	Stoic Point Capital Management LLC 13F CIK 2043279 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,165	0.35%	-7,921	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,276	0.34%	+6,363	Jun 30, 2026	carried, not yet filed for the newest quarter
28	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,531	0.32%	+7,056	Jun 30, 2026	carried, not yet filed for the newest quarter
29	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	40,108	0.31%	+40,108	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,699	0.29%	-16,322	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	37,699	0.29%	-16,322	Jun 30, 2026	EA Series Trust, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	34,437	0.27%	+3,901	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,118	0.02%	-225	Jun 30, 2026	Northern Funds, not summed
32	Ratzan Brian K. Insider CIK 1679746 · May 27, 2026 Director, issuer-wide, not summed	30,750	0.24%	+4,477	May 27, 2026	Director, issuer-wide, not summed
33	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	30,153	0.24%	+1,030	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MOSAIC FAMILY WEALTH PARTNERS, LLC 13F CIK 1965241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,831	0.23%	+1,631	Jun 30, 2026	carried, not yet filed for the newest quarter
35	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	28,532	0.22%	+28,532	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	28,028	0.22%	+3,111	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Johnson George Ricardo Insider CIK 2107951 · Apr 29, 2026 See Remarks, issuer-wide, not summed	25,907	0.20%	+13,462	Apr 29, 2026	See Remarks, issuer-wide, not summed
38	Inspire Small/Mid Cap ETF Fund S000056118 · Registered fund · May 31, 2026 Northern Lights Fund Trust IV, not summed	23,380	0.18%	+11,315	May 31, 2026	Northern Lights Fund Trust IV, not summed
39	SummerHaven Investment Management, LLC 13F CIK 1846436 · Unknown · Sep 30, 2026	22,926	0.18%	+22,926	Sep 30, 2026
40	Gore Daniel Insider CIK 2059935 · Apr 29, 2026 Chief Accounting Officer, issuer-wide, not summed	22,665	0.18%	+16,000	Apr 29, 2026	Chief Accounting Officer, issuer-wide, not summed
41	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,940	0.16%	+17,268	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Young Andrea Insider CIK 2002334 · Jun 2, 2025 COO, Experiential Services, issuer-wide, not summed	20,579	0.16%	-53	Jun 2, 2025	COO, Experiential Services, issuer-wide, not summed
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	19,380	0.15%	+731	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,266	0.15%	+19,266	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Costa Virginie Insider CIK 1829629 · May 27, 2026 Director, issuer-wide, not summed	18,655	0.15%	+4,477	May 27, 2026	Director, issuer-wide, not summed
46	ARISTEIA CAPITAL, L.L.C. 13F CIK 1080171 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,202	0.14%	+18,202	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Manherz Robin Insider CIK 1884764 · May 27, 2026 Director, issuer-wide, not summed	18,197	0.14%	+4,477	May 27, 2026	Director, issuer-wide, not summed
48	Harsh Jeffrey Stephen Insider CIK 2081864 · Sep 2, 2026 COO, Branded Services, issuer-wide, not summed	18,173	0.14%	-530	Sep 2, 2026	COO, Branded Services, issuer-wide, not summed
49	WEST DAVID J Insider CIK 1141569 · May 27, 2026 Director, issuer-wide, not summed	18,134	0.14%	+4,477	May 27, 2026	Director, issuer-wide, not summed
50	Poole Deborah Insider CIK 1928841 · May 27, 2026 Director, issuer-wide, not summed	16,307	0.13%	+4,477	May 27, 2026	Director, issuer-wide, not summed

4 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 180 holders

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Key facts CIK 1776661 CUSIP 00791N201 13F (30d) 14 filings 14 filers Visit website Investor relations