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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$22.49 +0.04 (+0.18%)
Closing price 10/3/2025 03:58 PM Eastern
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$22.51 +0.02 (+0.09%)
As of 10/3/2025 07:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Adams Diversified Equity Fund (NYSE:ADX)

Current
Institutional Ownership
Percentage
28.41%
Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$176.23M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$90.12M
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ADX Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2025GatePass Capital LLC282,130$6.13M4.1%-2.5%0.240%
9/4/2025Osaic Holdings Inc.178,281$3.87M0.0%+7.1%0.152%
8/18/2025Geneos Wealth Management Inc.16,848$366K0.0%+4.5%0.014%
8/15/2025Captrust Financial Advisors16,691$362K0.0%+9.1%0.014%
8/15/2025Prevail Innovative Wealth Advisors LLC25,382$551K0.1%N/A0.022%
8/15/2025Snowden Capital Advisors LLC10,006$217K0.0%N/A0.009%
8/15/2025MML Investors Services LLC43,058$935K0.0%+2.1%0.037%
8/15/2025EP Wealth Advisors LLC18,455$401K0.0%N/A0.016%
8/15/2025Bank of America Corp DE243,466$5.29M0.0%-5.9%0.207%
8/15/2025Ameriprise Financial Inc.106,697$2.37M0.0%+13.5%0.091%
8/14/2025Jane Street Group LLC54,103$1.18M0.0%+95.7%0.046%
8/14/2025Raymond James Financial Inc.1,228,172$26.66M0.0%+2.3%1.045%
8/14/2025Heritage Wealth Management Inc.9,659$210K0.1%N/A0.008%
8/14/2025Quantedge Capital Pte Ltd13,457$292K0.3%-80.2%0.011%
8/14/2025NewEdge Advisors LLC35,672$774K0.0%-1.9%0.030%
8/14/2025Cerity Partners LLC28,391$616K0.0%-3.1%0.024%
8/13/2025StoneX Group Inc.21,695$471K0.0%+29.1%0.018%
8/13/2025Lido Advisors LLC48,223$1.05M0.0%+1.9%0.041%
8/13/2025Choreo LLC44,465$965K0.0%-2.7%0.038%
8/12/2025Advisors Asset Management Inc.349,282$7.58M0.1%+1.3%0.297%
8/11/2025Cannon Advisors Inc.25,162$547K0.4%+3.9%0.021%
8/8/2025Kingsview Wealth Management LLC11,357$247K0.0%-5.4%0.010%
8/8/2025Cetera Investment Advisers149,468$3.25M0.0%-0.7%0.127%
8/8/2025Capstone Financial Advisors Inc.41,601$903K0.1%+1.2%0.035%
8/8/2025Westbourne Investment Advisors Inc.71,500$1.55M0.5%N/A0.061%
8/7/2025Roberts Glore & Co. Inc. IL139,235$3.02M0.9%+19.6%0.118%
8/7/2025Midwest Trust Co44,410$964K0.0%N/A0.038%
8/6/2025Bensler LLC857,856$18.62M2.1%+8.9%0.730%
8/6/2025Penserra Capital Management LLC242,540$5.27M0.1%+3.0%0.206%
8/6/2025RFG Bristol Wealth Advisors LLC37,723$819K0.3%-36.4%0.032%
8/5/2025Bank of Montreal Can11,451$249K0.0%-7.3%0.010%
8/5/2025Benchmark Financial Wealth Advisors LLC9,829$213K0.1%N/A0.008%
8/5/2025TIAA Trust National Association10,062$218K0.0%N/A0.009%
8/5/2025Uniting Wealth Partners LLC21,418$465K0.2%+5.1%0.018%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,810$213K0.0%N/A0.008%
8/4/2025Waterfront Wealth Inc.440,707$9.57M2.1%+6.5%0.375%
8/1/2025GoalVest Advisory LLC9,119$198K0.0%N/A0.008%
7/30/2025D.A. Davidson & CO.128,425$2.79M0.0%-0.6%0.109%
7/29/2025Uhlmann Price Securities LLC32,229$700K0.5%+1.9%0.027%
7/29/2025Koshinski Asset Management Inc.63,215$1.37M0.1%+4.9%0.054%
7/28/2025Wilmington Savings Fund Society FSB45,348$985K0.0%+2.3%0.039%
7/25/2025Priebe Wealth Holdings LLC149,363$3.24M2.8%-17.6%0.127%
7/25/2025Atria Wealth Solutions Inc.24,707$538K0.0%-40.5%0.021%
7/25/2025Allspring Global Investments Holdings LLC412,966$8.97M0.0%-21.1%0.351%
7/25/2025Prostatis Group LLC32,878$714K0.2%-3.5%0.028%
7/25/2025Means Investment CO. Inc.71,425$1.55M0.1%N/A0.061%
7/25/2025Concurrent Investment Advisors LLC43,575$946K0.0%-17.3%0.037%
7/24/2025Accredited Investor Services LLC15,757$342K0.3%+3.9%0.013%
7/24/2025Blue Trust Inc.26,296$571K0.0%+2.3%0.022%
7/24/2025Pinion Investment Advisors LLC12,715$276K0.1%-63.0%0.011%
7/24/2025IFP Advisors Inc1,620$35K0.0%+76.1%0.001%
7/24/2025MSH Capital Advisors LLC11,434$248K0.1%-9.7%0.010%
7/23/2025Valmark Advisers Inc.9,797$213K0.0%N/A0.008%
7/23/2025Abel Hall LLC11,200$243K0.1%N/A0.010%
7/18/2025Consolidated Portfolio Review Corp152,212$3.31M0.5%+1.8%0.129%
7/17/2025Capital Investment Advisors LLC49,056$1.07M0.0%-4.1%0.042%
7/17/2025Janney Montgomery Scott LLC54,247$1.18M0.0%-0.9%0.046%
7/17/2025Sound Income Strategies LLC2,615$57K0.0%+325.2%0.002%
7/17/2025Avior Wealth Management LLC27,688$601K0.0%+24.8%0.024%
7/17/2025Uncommon Cents Investing LLC184,951$4.02M1.1%-0.6%0.157%
7/15/2025Fifth Third Bancorp39,498$858K0.0%-6.5%0.034%
7/15/2025Fortitude Family Office LLC2,900$63K0.0%N/A0.002%
7/14/2025Park Avenue Securities LLC27,955$607K0.0%N/A0.024%
7/11/2025Quad Cities Investment Group LLC26,525$576K0.3%+2.3%0.023%
7/10/2025Stolper Co98,831$2.15M0.7%+2.8%0.084%
7/10/2025Wealth Enhancement Advisory Services LLC428,357$9.38M0.0%+3.6%0.364%
7/9/2025MassMutual Private Wealth & Trust FSB44,410$964K0.0%+2.3%0.038%
7/7/2025RB Capital Management LLC202,109$4.39M1.0%-2.9%0.172%
7/3/2025Sage Capital Advisors llc17,908$389K0.1%-9.2%0.015%
7/2/2025Capital Market Strategies LLC20,110$437K0.3%-4.8%0.017%
5/21/2025Geneos Wealth Management Inc.16,125$306K0.0%+388.9%0.014%
5/19/2025Jane Street Group LLC27,640$525K0.0%N/A0.024%
5/16/2025NewEdge Advisors LLC36,365$691K0.0%+4.4%0.031%
5/16/2025Concorde Asset Management LLC23,277$436K0.2%+60.5%0.020%
5/16/2025Advisors Asset Management Inc.344,966$6.55M0.1%+29.5%0.293%
5/16/2025Ancora Advisors LLC63,710$1.21M0.0%-2.8%0.054%
5/16/20251607 Capital Partners LLC653,135$12.40M1.0%-12.5%0.556%
5/15/2025Royal Bank of Canada1,054,872$20.03M0.0%+39.6%0.897%
5/15/2025WPG Advisers LLC2,289$43K0.0%N/A0.002%
5/15/2025Landscape Capital Management L.L.C.110,530$2.10M0.2%-17.8%0.094%
5/14/2025RB Capital Management LLC208,238$3.95M0.9%+2.0%0.177%
5/14/2025Thomas J. Herzfeld Advisors Inc.71,378$1.36M0.5%-14.1%0.061%
5/14/2025Walleye Capital LLC14,632$278K0.0%N/A0.012%
5/14/2025Northwestern Mutual Wealth Management Co.48,131$914K0.0%+6.9%0.041%
5/14/2025Kestra Advisory Services LLC195,638$3.72M0.0%-0.9%0.166%
5/14/2025Jones Road Capital Management L.P.419,000$7.96M5.0%+13.2%0.356%
5/13/2025Raymond James Financial Inc.1,201,070$22.81M0.0%+16.4%1.022%
5/13/2025Global Endowment Management LP77,652$1.48M0.2%+2.3%0.066%
5/13/2025FCA Corp TX181,808$3.45M1.1%+0.4%0.155%
5/13/2025MSH Capital Advisors LLC12,659$240K0.1%-5.5%0.011%
5/13/2025HighTower Advisors LLC23,296$442K0.0%-11.6%0.020%
5/12/2025Virtu Financial LLC10,686$203K0.0%N/A0.009%
5/12/2025Wolverine Asset Management LLC152,886$2.90M0.0%+205.2%0.130%
5/9/2025Roberts Glore & Co. Inc. IL116,382$2.21M0.7%+19.7%0.099%
5/9/2025Atria Wealth Solutions Inc.41,549$789K0.0%+17.0%0.035%
5/9/2025Shaker Financial Services LLC207,446$3.94M1.5%+40.3%0.176%
5/9/2025Generation Capital Management LLC50,329$956K0.9%+2.3%0.043%
5/8/2025US Bancorp DE7,322$139K0.0%-21.5%0.006%
5/8/2025Harbour Investments Inc.22,546$428K0.0%+15.4%0.019%
5/7/2025LPL Financial LLC166,781$3.17M0.0%+18.3%0.142%
(Data available from 1/1/2016 forward)

ADX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADX shares?

During the previous two years, 191 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($109.66M), Lazard Asset Management LLC ($60.55M), Raymond James Financial Inc. ($26.66M), Atlas Wealth LLC ($22.85M), Royal Bank of Canada ($20.03M), Blue Bell Private Wealth Management LLC ($18.92M), and Bensler LLC ($18.62M).Learn more on Adams Diversified Equity Fund's institutional investors.

What percentage of Adams Diversified Equity Fund's stock is owned by institutional investors?

28.41% of Adams Diversified Equity Fund's stock is owned by institutional investors. Learn more on ADX's institutional investor holdings.

Which institutional investors have been buying Adams Diversified Equity Fund's stock?

Of the 159 institutional investors that purchased Adams Diversified Equity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($2.37M), Raymond James Financial Inc. ($2.26M), World Investment Advisors LLC ($1.68M), Lazard Asset Management LLC ($861.07K), International Assets Investment Management LLC ($751.46K), Bensler LLC ($481.43K), and Landscape Capital Management L.L.C. ($398.73K).

How much institutional buying is happening at Adams Diversified Equity Fund?

Institutional investors have bought a total of 8,592,882 shares in the last 24 months. This purchase volume represents approximately $176.23M in transactions.

Which of Adams Diversified Equity Fund's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Adams Diversified Equity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($993.83K), Allspring Global Investments Holdings LLC ($836.97K), Pathstone Holdings LLC ($508.77K), Landscape Capital Management L.L.C. ($302.49K), Priebe Wealth Holdings LLC ($212.65K), Potrero Capital Research LLC ($186.32K), and Prevail Innovative Wealth Advisors LLC ($168.86K).

How much institutional selling is happening at Adams Diversified Equity Fund?

Institutional investors have sold a total of 4,349,045 shares in the last 24 months. This volume of shares sold represents approximately $90.12M in transactions.


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This page (NYSE:ADX) was last updated on 10/6/2025 by MarketBeat.com Staff
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