Adams Diversified Equity Fund (ADX) Institutional Ownership

$25.82 +0.31 (+1.23%)

Closing price 09/11/2026 03:58 PM Eastern

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$25.79 -0.03 (-0.13%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 28.41%
Number of Institutional Buyers (last 12 months): 125
Total Institutional Inflows (last 12 months): $82.79M

Number of Institutional Sellers (last 12 months): 59
Total Institutional Outflows (last 12 months): $21.78M

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ADX Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Capstone Financial Advisors Inc.	43,424	$1.11M	0.1%	+1.0%	0.035%
9/9/2026	Sequoia Financial Advisors LLC	9,819	$251K	0.0%	+7.4%	0.008%
9/9/2026	Concorde Asset Management LLC	39,657	$1.01M	0.6%	+2.0%	0.032%
9/9/2026	Integrated Wealth Concepts LLC	127,656	$3.26M	0.0%	+5.5%	0.104%
9/9/2026	IFP Advisors Inc	8,155	$208K	0.0%	+30.2%	0.007%
9/8/2026	Hudock Inc.	8,101	$207K	0.0%	N/A	0.007%
9/8/2026	Waverly Advisors LLC	68,187	$1.74M	0.0%	-6.8%	0.056%
8/27/2026	Corient Private Wealth LP	25,324	$647K	0.0%	-3.5%	0.021%
8/22/2026	Concurrent Investment Advisors LLC	86,354	$2.21M	0.0%	+11.5%	0.070%
8/20/2026	Northwestern Mutual Wealth Management Co.	47,750	$1.22M	0.0%	+85.7%	0.039%
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8/19/2026	Kingsview Wealth Management LLC	7,899	$202K	0.0%	N/A	0.006%
8/18/2026	RB Capital Management LLC	211,303	$5.40M	1.1%	N/A	0.172%
8/18/2026	Concorde Asset Management LLC	39,657	$1.01M	0.6%	N/A	0.032%
8/18/2026	Equitable Holdings Inc.	10,892	$278K	0.0%	N/A	0.009%
8/17/2026	Corient Private Wealth LP	25,458	$650K	0.0%	N/A	0.021%
8/17/2026	Bank of America Corp DE	320,464	$8.19M	0.0%	N/A	0.262%
8/15/2026	Roberts Glore & Co. Inc. IL	160,810	$4.11M	1.0%	N/A	0.131%
8/14/2026	Peak Asset Management LLC	32,200	$823K	0.1%	N/A	0.026%
8/12/2026	Northwestern Mutual Wealth Management Co.	47,750	$1.22M	0.0%	N/A	0.039%
8/12/2026	Evolve Private Wealth LLC	78,995	$2.02M	0.1%	N/A	0.064%
8/12/2026	EP Wealth Advisors LLC	22,321	$570K	0.0%	N/A	0.018%
8/11/2026	Allworth Financial LP	8,405	$215K	0.0%	N/A	0.007%
8/11/2026	MSH Capital Advisors LLC	12,942	$331K	0.1%	N/A	0.011%
8/10/2026	NewEdge Wealth LLC	14,813	$378K	0.0%	N/A	0.012%
8/8/2026	K2 Principal Fund L.P.	14,520	$371K	0.0%	N/A	0.012%
8/7/2026	BlackRock Inc.	963	$25K	0.0%	N/A	0.001%
8/7/2026	Trust Co. of Vermont	1,203	$31K	0.0%	N/A	0.001%
8/7/2026	Uniting Wealth Partners LLC	23,192	$593K	0.1%	N/A	0.019%
8/6/2026	Silverlake Wealth Management LLC	10,821	$276K	0.1%	N/A	0.009%
7/9/2026	Hennion & Walsh Asset Management Inc.	275,750	$7.05M	0.2%	-8.4%	0.225%
7/7/2026	Post Resch Tallon Group Inc.	9,921	$253K	0.2%	N/A	0.008%
7/7/2026	Quad Cities Investment Group LLC	29,033	$742K	0.3%	+1.9%	0.024%
7/7/2026	Avior Wealth Management LLC	40,263	$1.03M	0.0%	+2.5%	0.033%
7/2/2026	MassMutual Private Wealth & Trust FSB	44,936	$1.15M	0.0%	+1.9%	0.037%
6/18/2026	Western Wealth Management LLC	6,083	$133K	0.0%	N/A	0.005%
6/3/2026	NewEdge Advisors LLC	33,811	$740K	0.0%	+7.8%	0.028%
6/1/2026	Concorde Asset Management LLC	38,897	$851K	0.4%	-3.6%	0.032%
5/22/2026	Segall Bryant & Hamill LLC	11,970	$276K	0.0%	N/A	0.010%
5/19/2026	Western Wealth Management LLC	6,083	$133K	0.0%	N/A	0.005%
5/19/2026	Bank of America Corp DE	283,991	$6.22M	0.0%	+1.0%	0.232%
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5/18/2026	Sunbelt Securities Inc.	7,800	$171K	0.0%	N/A	0.006%
5/18/2026	Resources Management Corp CT ADV	4,046	$89K	0.0%	N/A	0.003%
5/18/2026	Royal Bank of Canada	980,325	$21.46M	0.0%	+4.7%	0.800%
5/16/2026	Glen Eagle Advisors LLC	6,102	$134K	0.0%	+24.2%	0.005%
5/16/2026	Lazard Asset Management LLC	3,567,556	$78.09M	0.1%	-0.6%	2.912%
5/15/2026	Waverly Advisors LLC	73,199	$1.60M	0.0%	+8.7%	0.060%
5/14/2026	FCA Corp TX	184,138	$4.03M	1.1%	+5.0%	0.150%
5/14/2026	Lido Advisors LLC	47,641	$1.04M	0.0%	-1.2%	0.039%
5/13/2026	Cetera Investment Advisers	146,764	$3.21M	0.0%	-2.5%	0.120%
5/8/2026	PNC Financial Services Group Inc.	18,168	$398K	0.0%	-24.3%	0.015%
5/6/2026	GatePass Capital LLC	288,965	$6.33M	3.0%	-3.3%	0.236%
5/6/2026	Assetmark Inc.	2,040	$45K	0.0%	+367.9%	0.002%
5/6/2026	Allspring Global Investments Holdings LLC	382,304	$8.37M	0.0%	-4.6%	0.312%
5/6/2026	Independent Financial Group LLC	141,920	$3.11M	0.1%	N/A	0.116%
5/5/2026	D.A. Davidson & CO.	145,800	$3.19M	0.0%	+11.3%	0.119%
5/5/2026	Roberts Glore & Co. Inc. IL	157,823	$3.46M	0.9%	+9.1%	0.129%
5/4/2026	Bryn Mawr Trust Advisors LLC	11,052	$242K	0.0%	N/A	0.009%
5/2/2026	ARQ Wealth Advisors LLC	225,155	$4.93M	0.9%	+7.8%	0.184%
5/1/2026	Midwest Trust Co	44,093	$965K	0.0%	-2.7%	0.036%
5/1/2026	Fifth Third Bancorp	36,955	$809K	0.0%	-1.7%	0.030%
4/30/2026	Waterfront Wealth Inc.	379,693	$8.31M	1.5%	-1.5%	0.310%
4/30/2026	Kestra Advisory Services LLC	202,000	$4.42M	0.0%	+2.4%	0.165%
4/29/2026	Westbourne Investment Advisors Inc.	83,400	$1.83M	0.5%	+12.4%	0.068%
4/28/2026	Koshinski Asset Management Inc.	61,038	$1.34M	0.1%	+4.3%	0.050%
4/27/2026	World Investment Advisors	22,603	$495K	0.0%	+69.1%	0.018%
4/27/2026	Private Advisor Group LLC	15,243	$334K	0.0%	-44.0%	0.012%
4/22/2026	Janney Montgomery Scott LLC	55,421	$1.21M	0.0%	+6.7%	0.045%
4/20/2026	Kestra Private Wealth Services LLC	28,657	$627K	0.0%	+17.9%	0.023%
4/20/2026	MinichMacGregor Wealth Management LLC	16,863	$369K	0.1%	+8.5%	0.014%
4/20/2026	Blue Trust Inc.	27,939	$612K	0.0%	+2.0%	0.023%
4/17/2026	PMG Family Office LLC	83,312	$1.82M	2.0%	+4.6%	0.068%
4/17/2026	Brookstone Capital Management	11,727	$257K	0.0%	+7.3%	0.010%
4/16/2026	Uhlmann Price Securities LLC	34,195	$749K	0.1%	+1.9%	0.028%
4/16/2026	Diversified Trust Co	65,351	$1.43M	0.0%	+2.0%	0.053%
3/13/2026	World Investment Advisors	13,367	$312K	0.0%	+28.4%	0.011%
3/9/2026	Corient Private Wealth LLC	64,232	$1.50M	0.0%	-1.9%	0.052%
3/5/2026	Bayban	2,434	$57K	0.1%	N/A	0.002%
2/23/2026	Virtu Financial LLC	13,277	$310K	0.0%	N/A	0.011%
2/19/2026	Invesco Ltd.	39,313	$917K	0.0%	N/A	0.033%
2/19/2026	Harbour Wealth Management Group Inc.	11,559	$270K	0.2%	N/A	0.010%
2/19/2026	Corient Private Wealth LLC	64,232	$1.50M	0.0%	-1.9%	0.055%
2/18/2026	Mercer Global Advisors Inc. ADV	63,837	$1.49M	0.0%	+6.0%	0.054%
2/18/2026	EP Wealth Advisors LLC	19,152	$447K	0.0%	N/A	0.016%
2/18/2026	NewEdge Advisors LLC	31,360	$731K	0.0%	-10.2%	0.027%
2/18/2026	XTX Topco Ltd	18,381	$429K	0.0%	N/A	0.016%
2/18/2026	Intrepid Family Office LLC	267,262	$6.23M	5.4%	+2.0%	0.227%
2/18/2026	Evolve Private Wealth LLC	82,802	$1.93M	0.1%	N/A	0.070%
2/18/2026	1607 Capital Partners LLC	508,536	$11.86M	0.8%	-22.1%	0.433%
2/17/2026	Guggenheim Capital LLC	44,761	$1.04M	0.0%	+28.7%	0.038%
2/17/2026	Cetera Investment Advisers	150,522	$3.51M	0.0%	+0.6%	0.128%
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2/17/2026	Lazard Asset Management LLC	3,589,875	$83.72M	0.1%	+2.2%	3.053%
2/17/2026	Kovack Advisors Inc.	30,406	$709K	0.0%	N/A	0.026%
2/17/2026	MinichMacGregor Wealth Management LLC	15,548	$363K	0.1%	-88.6%	0.013%
2/17/2026	Capstone Financial Advisors Inc.	42,513	$991K	0.1%	+1.1%	0.036%
2/17/2026	Osaic Holdings Inc.	181,543	$4.23M	0.0%	+2.8%	0.154%
2/17/2026	&PARTNERS	11,331	$264K	0.0%	N/A	0.010%
2/17/2026	Royal Bank of Canada	935,879	$21.83M	0.0%	-0.6%	0.796%
2/16/2026	MML Investors Services LLC	32,763	$764K	0.0%	+1.3%	0.028%
2/16/2026	Mariner LLC	45,557	$1.06M	0.0%	+6.9%	0.039%
2/16/2026	Focus Partners Wealth	97,602	$2.28M	0.0%	+90.4%	0.083%

ADX Institutional Ownership - Frequently Asked Questions

During the previous two years, 203 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 ($78.09M), Raymond James Financial Inc. ($29.13M), Bensler LLC ($23.03M), Blue Bell Private Wealth Management LLC ($21.55M), Royal Bank of Canada ($21.46M), and 1607 Capital Partners LLC ($11.86M).Learn more on Adams Diversified Equity Fund's institutional investors.

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

Of the 181 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: Raymond James Financial Inc. ($2.34M), World Investment Advisors LLC ($1.68M), Shaker Financial Services LLC ($502.82K), Bensler LLC ($453.02K), Royal Bank of Canada ($411.40K), Landscape Capital Management L.L.C. ($398.73K), and Bank of America Corp DE ($353.53K).

Institutional investors have bought a total of 3,513,736 shares in the last 24 months. This purchase volume represents approximately $82.79M in transactions.

Of the 59 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: 1607 Capital Partners LLC ($164.14K), MinichMacGregor Wealth Management LLC ($120.69K), Shaker Financial Services LLC ($72.64K), Prevail Innovative Wealth Advisors LLC ($68.71K), Waterfront Wealth Inc. ($66.73K), Lazard Asset Management LLC ($61.62K), and Allspring Global Investments Holdings LLC ($44.38K).

Institutional investors have sold a total of 945,857 shares in the last 24 months. This volume of shares sold represents approximately $21.78M in transactions.

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Institutional ownership data for NYSE:ADX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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Adams Diversified Equity Fund (ADX) Institutional Ownership

ADX Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Major Shareholders & Ownership History

ADX Institutional Ownership - Frequently Asked Questions

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Adams Diversified Equity Fund (ADX) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Adams Diversified Equity Fund (NYSE:ADX)

ADX Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Major Shareholders & Ownership History

ADX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADX shares?

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

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

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

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

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

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