WMS — Advanced Drain Sys Inc Del Institutional Holders · Q3 2026
Who owns Advanced Drain Sys Inc Del (WMS)? 21 institutions reported holding $4.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bell Asset Management Ltd ($2.5M), Valeo Financial Advisors, LLC ($485,865), Farther Finance Advisors, LLC ($350,102).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bell Asset Management Ltd | $2.5M | 19,871 | Trimmed |
| 2 | Valeo Financial Advisors, LLC | $485,865 | 3,834 | Added |
| 3 | Farther Finance Advisors, LLC | $350,102 | 2,763 | Trimmed |
| 4 | GAMMA Investing LLC | $253,294 | 1,999 | Added |
| 5 | Wedmont Private Capital | $239,547 | 1,898 | Added |
| 6 | Versant Capital Management, Inc | $68,297 | 539 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $22,428 | 177 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $19,641 | 155 | Added |
| 9 | GK Wealth Management LLC | $15,354 | 121 | New |
| 10 | Hickory Point Bank & Trust | $12,671 | 100 | Hold |
| 11 | CX Institutional | $12,000 | 97 | Trimmed |
| 12 | CoreCap Advisors, LLC | $9,503 | 75 | Hold |
| 13 | TOTH FINANCIAL ADVISORY CORP | $6,716 | 53 | Hold |
| 14 | EASTERN BANK | $6,336 | 50 | Hold |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $6,209 | 49 | New |
| 16 | GoalVest Advisory LLC | $2,027 | 16 | New |
| 17 | Retirement Wealth Solutions LLC | $634 | 5 | Trimmed |
| 18 | AMERICAN NATIONAL BANK & TRUST | $506 | 4 | Hold |
| 19 | Planning Strategies Inc. | $380 | 3 | Trimmed |
| 20 | Davis Capital Management | $253 | 2 | New |
| 21 | Hamilton Capital, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30