# ADVANCED DRAIN SYS INC DEL (WMS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WMS/

- Reporting holders: 19
- Reported value: $4.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.5M | 19,871 | 0.9% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $485.9K | 3,834 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $350.1K | 2,763 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $253.3K | 1,999 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $239.5K | 1,898 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $68.3K | 539 | 0.0% | 27 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $22.4K | 177 | 0.0% | 15 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $19.6K | 155 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $15.4K | 121 | 0.0% | 1 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $12.7K | 100 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.5K | 75 | 0.0% | 11 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $6.7K | 53 | 0.0% | 5 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $6.3K | 50 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $6.2K | 49 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $2.0K | 16 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $634 | 5 | 0.0% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $506 | 4 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $380 | 3 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $253 | 2 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $12 | 97 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $4.0M |
| Q2 2026 | 553 | $11.8B |
| Q1 2026 | 577 | $9.7B |
| Q4 2025 | 550 | $10.4B |
| Q3 2025 | 500 | $10.2B |
| Q2 2025 | 486 | $8.4B |
| Q1 2025 | 468 | $7.5B |
| Q4 2024 | 469 | $7.8B |
| Q3 2024 | 494 | $10.4B |
| Q2 2024 | 500 | $10.4B |
| Q1 2024 | 492 | $11.4B |
| Q4 2023 | 427 | $9.4B |