Filing Research | ADV - ADVANTAGE SOLUTIONS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	1.2KSH	$54.0K
2	EverSource Wealth Advisors, LLC	Shares	76SH	$3.3K
3	Farther Finance Advisors, LLC	Shares	70SH	$3.0K
4	IFP Advisors, Inc	Shares	60SH	$2.6K
5	Allied Private Wealth LLC	Shares	36SH	$1.4K
6	Fortitude Family Office, LLC	Shares	20SH	$865
7	True Wealth Design, LLC	Shares	20SH	$865
8	GAMMA Investing LLC	Shares	19SH	$822
9	SJS Investment Consulting Inc.	Shares	19SH	$822
10	State of Alaska, Department of Revenue	Shares	380SH	$16

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$27.6K	$54.0K
2	IFP Advisors, Inc added	Shares	+58	+$2.6K	$2.6K
3	Farther Finance Advisors, LLC added	Shares	+29	+$2.2K	$3.0K
4	EverSource Wealth Advisors, LLC added	Shares	+25	+$2.2K	$3.3K
5	Fortitude Family Office, LLC new	Shares	+20	+$865	$865
6	SJS Investment Consulting Inc. new	Shares	+19	+$822	$822
7	True Wealth Design, LLC added	Shares	+12	+$695	$865
8	GAMMA Investing LLC unchanged	Shares	0	+$420	$822
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$16
10	Clayton Financial Group LLC exited	Shares	-40	-$846	$0

Filing Research | ADV - ADVANTAGE SOLUTIONS INC Institutional Holdings