Free Trial
→ Wall Street legend reveals his top AI stock before Oct. 20 (From Chaikin Analytics) (Ad)tc pixel Free ADAM Stock Alerts

Adamas Trust (ADAM) Institutional Ownership

Adamas Trust logo
$7.61 -0.06 (-0.78%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$7.74 +0.13 (+1.64%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Adamas Trust (NASDAQ:ADAM)

Current
Institutional Ownership
Percentage
54.89%
Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$149.62M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.37M
Get ADAM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Adamas Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ADAM Institutional Buying and Selling by Quarter

Adamas Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GAMMA Investing LLC9,974$78K0.0%+26.1%0.011%
9/9/2026Tidal Investments LLC18,303$172K0.0%N/A0.020%
9/9/2026Engineers Gate Manager LP52,800$495K0.0%-43.7%0.059%
9/9/2026Integrated Wealth Concepts LLC5,102$48K0.0%N/A0.006%
9/8/2026Nykredit A S3,830$36K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP11,249$107K0.0%N/A0.013%
8/26/2026Amundi13,632$128K0.0%N/A0.015%
8/26/2026HighTower Advisors LLC54,576$512K0.0%N/A0.061%
8/23/2026Greenland Capital Management LP30,000$281K0.0%N/A0.033%
8/21/2026Nykredit A S3,830$36K0.0%N/A0.004%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC164,521$1.54M0.0%-1.9%0.183%
8/19/2026Van ECK Associates Corp880,853$8.26M0.0%-7.5%0.980%
8/18/2026Beacon Pointe Advisors LLC12,624$118K0.0%N/A0.014%
8/18/2026Public Employees Retirement System of Ohio3,606$34K0.0%N/A0.004%
8/17/2026Bank of America Corp DE369,017$3.46M0.0%N/A0.411%
8/15/2026Odyssean LLC87,672$822K0.1%N/A0.098%
8/15/2026Jupiter Topco LLC41,676$391K0.0%N/A0.046%
8/14/2026Legal & General Group Plc201,752$1.89M0.0%N/A0.224%
8/14/2026The Manufacturers Life Insurance Company22,361$210K0.0%N/A0.025%
8/13/2026Sanctuary Advisors LLC20,630$194K0.0%N/A0.023%
8/12/2026Greenland Capital Management LP30,000$281K0.0%N/A0.033%
8/12/2026Ieq Capital LLC26,901$252K0.0%N/A0.030%
8/11/2026Allworth Financial LP24,563$230K0.0%N/A0.027%
8/7/2026BlackRock Inc.13,631,398$127.86M0.0%N/A15.166%
8/7/2026Deutsche Bank AG94,215$884K0.0%N/A0.105%
8/7/2026OneDigital Investment Advisors LLC10,385$97K0.0%N/A0.012%
8/6/2026Bank of New York Mellon Corp496,514$4.66M0.0%N/A0.552%
8/6/2026State of Wyoming48,530$455K0.0%N/A0.054%
8/6/2026GSA Capital Partners LLP24,404$229K0.0%N/A0.027%
6/16/2026Empowered Funds LLC31,689$233K0.0%N/A0.035%
5/19/2026Bank of America Corp DE416,064$3.06M0.0%-3.8%0.463%
5/18/2026Royal Bank of Canada43,261$318K0.0%+2.9%0.048%
5/18/2026Empowered Funds LLC31,689$233K0.0%N/A0.035%
5/16/2026The Manufacturers Life Insurance Company22,797$168K0.0%-8.9%0.025%
5/16/2026Quantinno Capital Management LP106,208$782K0.0%+39.2%0.118%
5/14/2026Renaissance Technologies LLC64,750$477K0.0%-64.3%0.072%
5/14/2026Arrowstreet Capital Limited Partnership60,536$446K0.0%N/A0.067%
5/14/2026Sei Investments Co.161,524$1.19M0.0%+16.9%0.180%
5/14/2026State of Wyoming35,442$261K0.0%-26.2%0.039%
5/6/2026Bessemer Group Inc.530,778$3.91M0.0%+48,152.5%0.591%
Wall Street legend reveals his top AI stock before Oct. 20 (Ad)

Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock ahead of October 20. His system has spotted at least seven of the top 10 performers every year since 2016, including all ten in the 2022 bear market and every member of the Magnificent Seven before their run higher. Now Chaikin's Power Gauge is turning bullish on an under-the-radar company tied to next-generation AI data centers built under Executive Order 14363, technology he says uses 99 percent less electricity and space while offering far greater computing power.tc pixel

Watch the free interview now to see Chaikin's top AI stock pick
5/6/2026Allspring Global Investments Holdings LLC2,867,614$21.08M0.0%-14.8%3.191%
5/5/2026Bank of New York Mellon Corp493,292$3.63M0.0%-4.9%0.549%
5/5/2026Illinois Municipal Retirement Fund43,818$322K0.0%-9.0%0.049%
5/5/2026Hillsdale Investment Management Inc.8,120$60K0.0%N/A0.009%
5/4/2026Principal Financial Group Inc.408,275$3.01M0.0%+2.0%0.454%
5/1/2026Fifth Third Bancorp23,222$171K0.0%+5,201.8%0.026%
4/27/2026New York State Teachers Retirement System88,319$650K0.0%-31.4%0.098%
4/25/2026Strs Ohio14,800$109K0.0%-9.2%0.016%
4/24/2026MQS Management LLC30,561$225K0.2%+65.7%0.034%
4/21/2026Louisiana State Employees Retirement System37,200$274K0.0%N/A0.041%
2/23/2026Virtu Financial LLC26,836$196K0.0%N/A0.030%
2/19/2026Invesco Ltd.3,174,247$23.17M0.0%N/A3.515%
2/18/2026Mercer Global Advisors Inc. ADV11,545$84K0.0%N/A0.013%
2/18/2026Vident Advisory LLC31,020$226K0.0%N/A0.034%
2/18/2026State of Tennessee Department of Treasury29,039$232K0.0%N/A0.032%
2/18/2026VARCOV Co.51,673$377K0.1%N/A0.057%
2/18/2026Polymer Capital Management US LLC50,764$371K0.0%N/A0.056%
2/18/2026Millennium Management LLC60,728$443K0.0%N/A0.067%
2/18/2026Janus Henderson Group PLC41,676$304K0.0%N/A0.046%
2/18/2026Engineers Gate Manager LP49,971$365K0.0%N/A0.055%
2/17/2026Guggenheim Capital LLC195,514$1.43M0.0%N/A0.216%
2/17/2026AQR Capital Management LLC211,238$1.54M0.0%N/A0.234%
2/17/2026Cetera Investment Advisers10,787$79K0.0%N/A0.012%
2/17/2026Price T Rowe Associates Inc. MD114,877$839K0.0%N/A0.127%
2/17/2026Osaic Holdings Inc.25,368$185K0.0%N/A0.028%
2/17/2026Weiss Asset Management LP69,876$510K0.0%N/A0.077%
2/17/2026Public Employees Retirement System of Ohio3,888$28K0.0%N/A0.004%
2/17/2026California State Teachers Retirement System83,177$607K0.0%N/A0.092%
2/17/2026Russell Investments Group Ltd.171,646$1.25M0.0%N/A0.190%
2/17/2026Maryland State Retirement & Pension System12,075$88K0.0%N/A0.013%
2/17/2026State of Wisconsin Investment Board84,602$618K0.0%N/A0.094%
2/17/2026&PARTNERS16,563$121K0.0%N/A0.018%
2/17/2026ExodusPoint Capital Management LP121,825$889K0.0%N/A0.135%
2/17/2026Royal Bank of Canada42,047$307K0.0%N/A0.047%
2/16/2026Squarepoint Ops LLC20,234$148K0.0%N/A0.022%
2/16/2026Verition Fund Management LLC44,269$323K0.0%N/A0.049%
2/16/2026Public Employees Retirement Association of Colorado24,479$179K0.0%N/A0.027%
2/16/2026Mariner LLC11,761$86K0.0%N/A0.013%
2/16/2026Barclays PLC132,671$968K0.0%N/A0.147%
2/13/2026Kestra Advisory Services LLC4,312$31K0.0%N/A0.005%
2/13/2026The Manufacturers Life Insurance Company 25,016$183K0.0%N/A0.028%
2/13/2026Public Sector Pension Investment Board291,036$2.13M0.0%N/A0.322%
2/13/2026Charles Schwab Investment Management Inc.1,786,223$13.04M0.0%N/A1.978%
2/13/2026Police & Firemen s Retirement System of New Jersey24,570$179K0.0%N/A0.027%
2/13/2026State Street Corp3,269,851$24.61M0.0%N/A3.621%
2/13/2026Ieq Capital LLC22,499$164K0.0%N/A0.025%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC151,520$1.11M0.0%N/A0.168%
2/13/2026Wells Fargo & Company MN273,856$2.00M0.0%N/A0.303%
2/12/2026MetLife Investment Management LLC41,618$304K0.0%N/A0.046%
2/12/2026Commonwealth Equity Services LLC32,878$240K0.0%N/A0.036%
Trump's about to unleash his Midterm Weapon (Ad)

Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower prices before November 3. One small oil and gas company sits atop the largest oil and gas deposit ever found on American soil and is integrating AI technology into its wells, with margins rivaling firms valued ten times higher. A previous stock pick from this same screening process rose more than 1,000 percent in under 12 months.tc pixel

Read the full pre-midterm energy stock briefing now
2/12/2026State Board of Administration of Florida Retirement System25,982$190K0.0%N/A0.029%
2/12/2026Renaissance Technologies LLC181,267$1.32M0.0%N/A0.201%
2/12/2026New York State Common Retirement Fund19,393$142K0.0%N/A0.021%
2/12/2026Campbell & CO Investment Adviser LLC136,821$999K0.0%N/A0.152%
2/12/2026Swiss National Bank169,230$1.24M0.0%N/A0.187%
2/12/2026Nuveen LLC195,659$1.43M0.0%N/A0.217%
2/11/2026Deutsche Bank AG70,285$513K0.0%N/A0.078%
2/11/2026LPL Financial LLC12,660$92K0.0%N/A0.014%
2/11/2026JPMorgan Chase & Co.583,267$4.26M0.0%N/A0.646%
2/11/2026Los Angeles Capital Management LLC115,039$840K0.0%N/A0.127%


ADAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 institutional investors and hedge funds held shares of Adamas Trust. The most heavily invested institutionals were BlackRock Inc. ($127.86M), State Street Corp ($24.61M), Invesco Ltd. ($23.17M), Allspring Global Investments Holdings LLC ($21.08M), Geode Capital Management LLC ($15.70M), Charles Schwab Investment Management Inc. ($13.04M), and Van ECK Associates Corp ($8.26M).Learn more on Adamas Trust's institutional investors.

54.89% of Adamas Trust's stock is owned by institutional investors. Learn more on ADAM's institutional investor holdings.

Of the 108 institutional investors that purchased Adamas Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($13.63M), State Street Corp ($3.27M), Invesco Ltd. ($3.17M), Geode Capital Management LLC ($2.15M), Charles Schwab Investment Management Inc. ($1.79M), JPMorgan Chase & Co. ($583.27K), and Bessemer Group Inc. ($529.68K).

Institutional investors have bought a total of 32,659,150 shares in the last 24 months. This purchase volume represents approximately $149.62M in transactions.

Of the 12 institutional investors that sold Adamas Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($498.01K), Renaissance Technologies LLC ($116.52K), Van ECK Associates Corp ($71.38K), Engineers Gate Manager LP ($40.97K), New York State Teachers Retirement System ($40.49K), Bank of New York Mellon Corp ($25.46K), and Bank of America Corp DE ($16.34K).

Institutional investors have sold a total of 832,947 shares in the last 24 months. This volume of shares sold represents approximately $6.37M in transactions.


Related Companies

Institutional ownership data for NASDAQ:ADAM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel