70 tracked 13F filers disclose a position in ADV as of the latest SEC 13F filings, a combined $98.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CastleKnight Management LP | $15.8M | 748K | ▼−94% Reduced · −11.0M sh | Q1 2026 | |
| 2 | Leonard Green & Partners, L.P. | $13.1M | 618K | ▼−96% Reduced · −14.8M sh | Q1 2026 | |
| 3 | CVC Management Holdings II Ltd. | $26.4M | 612K | —Held | Q2 2026 | |
| 4 | BlackRock, Inc. | $5.9M | 281K | ▼−96% Reduced · −6.7M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $4.9M | 234K | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $3.3M | 157K | ▼−96% Reduced · −3.9M sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 132K | ▼−96% Reduced · −3.6M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $5.5M | 126K | ▲+8.8% Added · +10K sh | Q2 2026 | |
| 9 | BAIN CAPITAL INVESTORS LLC | $2.4M | 116K | ▼−96% Reduced · −2.8M sh | Q1 2026 | |
| 10 | STATE STREET CORP | $3.9M | 91K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 11 | Walleye Capital LLC | $2.6M | 60K | ▲New +60K sh | Q2 2026 | |
| 12 | Empowered Funds, LLC | $1.1M | 54K | ▼−96% Reduced · −1.5M sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 54K | ▼−97% Reduced · −1.9M sh | Q1 2026 | |
| 14 | Stoic Point Capital Management LLC | $2.0M | 45K | ▼−15% Reduced · −8K sh | Q2 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $780K | 37K | →First observed position No prior filed position | Q1 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $708K | 33K | ▼−96% Reduced · −768K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $646K | 31K | ▼−96% Reduced · −693K sh | Q1 2026 | |
| 18 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.3M | 30K | ▲+5.8% Added · +2K sh | Q2 2026 | |
| 19 | PRUDENTIAL FINANCIAL INC | $616K | 29K | ▼−95% Reduced · −544K sh | Q1 2026 | |
| 20 | Squarepoint Ops LLC | $604K | 29K | ▼−84% Reduced · −147K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $527K | 25K | →First observed position No prior filed position | Q1 2026 | |
| 22 | UBS Group AG | $433K | 20K | ▼−92% Reduced · −246K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $286K | 14K | ▼−49% Reduced · −13K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $268K | 13K | ▲New +13K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $239K | 11K | ▲New +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in ADV and 3 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $15.1B |
| APPLE INCAAPL | 23 funds | $12.7B |
| ALPHABET INC-CL AGOOGL | 23 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 23 funds | $5.0B |
| TESLA INCTSLA | 23 funds | $3.1B |
| ELI LILLY & COLLY | 23 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 23 funds | $2.6B |
| WALMART INCWMT | 23 funds | $2.3B |
| BRISTOL-MYERS SQUIBB COBMY | 23 funds | $2.3B |
| COSTCO WHOLESALE CORPCOST | 23 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 23 funds | $1.9B |
| MASTERCARD INC - AMA | 23 funds | $1.9B |
Ranked by how many of ADV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | PEACOCK DAVID A | Chief Executive Officer, Director | Buy (P) | 800 | $28K |
| May 18, 2026 | PEACOCK DAVID A | Chief Executive Officer, Director | Buy (P) | 800 | $28K |
| Mar 23, 2026 | KILTS JAMES M | Director | Buy (P) | 31K | $24K |
| Mar 20, 2026 | KILTS JAMES M | Director | Buy (P) | 34K | $26K |
| Mar 11, 2026 | KILTS JAMES M | Director | Buy (P) | 17K | $12K |
| Mar 10, 2026 | KILTS JAMES M | Director | Buy (P) | 75K | $52K |
| Mar 9, 2026 | KILTS JAMES M | Director | Buy (P) | 66K | $41K |
| Mar 6, 2026 | Growe Christopher | Chief Financial Officer | Buy (P) | 50K | $30K |
| Mar 5, 2026 | PEACOCK DAVID A | Chief Executive Officer, Director | Buy (P) | 200K | $128K |
| Jun 6, 2025 | KILTS JAMES M | Director | Buy (P) | 10K | $13K |
| Jun 5, 2025 | KILTS JAMES M | Director | Buy (P) | 16K | $20K |
| Jun 4, 2025 | KILTS JAMES M | Director | Buy (P) | 5K | $7K |
Connected entities for ADV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ADV/capital-change-brief"
Use Arkolith's capital_change_brief for ADV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.