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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$25.82 +0.14 (+0.53%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$25.89 +0.06 (+0.24%)
As of 10/2/2026 07:56 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.
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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)
126
Total
Institutional Inflows
(last 12 months)
$82.85M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$21.62M
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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
9/18/2026Security National Bank of SO Dak2,687$69K0.0%N/A0.002%
9/9/2026Capstone Financial Advisors Inc.43,424$1.11M0.1%+1.0%0.035%
9/9/2026Sequoia Financial Advisors LLC9,819$251K0.0%+7.4%0.008%
9/9/2026Concorde Asset Management LLC39,657$1.01M0.6%+2.0%0.032%
9/9/2026Integrated Wealth Concepts LLC127,656$3.26M0.0%+5.5%0.104%
9/9/2026IFP Advisors Inc8,155$208K0.0%+30.2%0.007%
9/8/2026Hudock Inc.8,101$207K0.0%N/A0.007%
9/8/2026Waverly Advisors LLC68,187$1.74M0.0%-6.8%0.056%
8/27/2026Corient Private Wealth LP25,324$647K0.0%-3.5%0.021%
8/22/2026Concurrent Investment Advisors LLC86,354$2.21M0.0%+11.5%0.070%
8/20/2026Northwestern Mutual Wealth Management Co.47,750$1.22M0.0%+85.7%0.039%
8/19/2026Kingsview Wealth Management LLC7,899$202K0.0%N/A0.006%
8/18/2026RB Capital Management LLC211,303$5.40M1.1%N/A0.172%
8/18/2026Concorde Asset Management LLC39,657$1.01M0.6%N/A0.032%
8/18/2026Equitable Holdings Inc.10,892$278K0.0%N/A0.009%
8/17/2026Corient Private Wealth LP25,458$650K0.0%N/A0.021%
8/17/2026Bank of America Corp DE320,464$8.19M0.0%N/A0.262%
8/15/2026Roberts Glore & Co. Inc. IL160,810$4.11M1.0%N/A0.131%
8/14/2026Peak Asset Management LLC32,200$823K0.1%N/A0.026%
8/12/2026Northwestern Mutual Wealth Management Co.47,750$1.22M0.0%N/A0.039%
8/12/2026Evolve Private Wealth LLC78,995$2.02M0.1%N/A0.064%
8/12/2026EP Wealth Advisors LLC22,321$570K0.0%N/A0.018%
8/11/2026Allworth Financial LP8,405$215K0.0%N/A0.007%
8/11/2026MSH Capital Advisors LLC12,942$331K0.1%N/A0.011%
8/10/2026NewEdge Wealth LLC14,813$378K0.0%N/A0.012%
8/8/2026K2 Principal Fund L.P.14,520$371K0.0%N/A0.012%
8/7/2026BlackRock Inc.963$25K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont1,203$31K0.0%N/A0.001%
8/7/2026Uniting Wealth Partners LLC23,192$593K0.1%N/A0.019%
8/6/2026Silverlake Wealth Management LLC10,821$276K0.1%N/A0.009%
7/9/2026Hennion & Walsh Asset Management Inc.275,750$7.05M0.2%-8.4%0.225%
7/7/2026Post Resch Tallon Group Inc.9,921$253K0.2%N/A0.008%
7/7/2026Quad Cities Investment Group LLC29,033$742K0.3%+1.9%0.024%
7/7/2026Avior Wealth Management LLC40,263$1.03M0.0%+2.5%0.033%
7/2/2026MassMutual Private Wealth & Trust FSB44,936$1.15M0.0%+1.9%0.037%
6/18/2026Western Wealth Management LLC6,083$133K0.0%N/A0.005%
6/3/2026NewEdge Advisors LLC33,811$740K0.0%+7.8%0.028%
6/1/2026Concorde Asset Management LLC38,897$851K0.4%-3.6%0.032%
5/22/2026Segall Bryant & Hamill LLC11,970$276K0.0%N/A0.010%
5/19/2026Western Wealth Management LLC6,083$133K0.0%N/A0.005%
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5/19/2026Bank of America Corp DE283,991$6.22M0.0%+1.0%0.232%
5/18/2026Sunbelt Securities Inc.7,800$171K0.0%N/A0.006%
5/18/2026Resources Management Corp CT ADV4,046$89K0.0%N/A0.003%
5/18/2026Royal Bank of Canada980,325$21.46M0.0%+4.7%0.800%
5/16/2026Glen Eagle Advisors LLC6,102$134K0.0%+24.2%0.005%
5/16/2026Lazard Asset Management LLC3,567,556$78.09M0.1%-0.6%2.912%
5/15/2026Waverly Advisors LLC73,199$1.60M0.0%+8.7%0.060%
5/14/2026FCA Corp TX184,138$4.03M1.1%+5.0%0.150%
5/14/2026Lido Advisors LLC47,641$1.04M0.0%-1.2%0.039%
5/13/2026Cetera Investment Advisers146,764$3.21M0.0%-2.5%0.120%
5/8/2026PNC Financial Services Group Inc.18,168$398K0.0%-24.3%0.015%
5/6/2026GatePass Capital LLC288,965$6.33M3.0%-3.3%0.236%
5/6/2026Assetmark Inc.2,040$45K0.0%+367.9%0.002%
5/6/2026Allspring Global Investments Holdings LLC382,304$8.37M0.0%-4.6%0.312%
5/6/2026Independent Financial Group LLC141,920$3.11M0.1%N/A0.116%
5/5/2026D.A. Davidson & CO.145,800$3.19M0.0%+11.3%0.119%
5/5/2026Roberts Glore & Co. Inc. IL157,823$3.46M0.9%+9.1%0.129%
5/4/2026Bryn Mawr Trust Advisors LLC11,052$242K0.0%N/A0.009%
5/2/2026ARQ Wealth Advisors LLC225,155$4.93M0.9%+7.8%0.184%
5/1/2026Midwest Trust Co44,093$965K0.0%-2.7%0.036%
5/1/2026Fifth Third Bancorp36,955$809K0.0%-1.7%0.030%
4/30/2026Waterfront Wealth Inc.379,693$8.31M1.5%-1.5%0.310%
4/30/2026Kestra Advisory Services LLC202,000$4.42M0.0%+2.4%0.165%
4/29/2026Westbourne Investment Advisors Inc.83,400$1.83M0.5%+12.4%0.068%
4/28/2026Koshinski Asset Management Inc.61,038$1.34M0.1%+4.3%0.050%
4/27/2026World Investment Advisors22,603$495K0.0%+69.1%0.018%
4/27/2026Private Advisor Group LLC15,243$334K0.0%-44.0%0.012%
4/22/2026Janney Montgomery Scott LLC55,421$1.21M0.0%+6.7%0.045%
4/20/2026Kestra Private Wealth Services LLC28,657$627K0.0%+17.9%0.023%
4/20/2026MinichMacGregor Wealth Management LLC16,863$369K0.1%+8.5%0.014%
4/20/2026Blue Trust Inc.27,939$612K0.0%+2.0%0.023%
4/17/2026PMG Family Office LLC83,312$1.82M2.0%+4.6%0.068%
4/17/2026Brookstone Capital Management11,727$257K0.0%+7.3%0.010%
4/16/2026Uhlmann Price Securities LLC34,195$749K0.1%+1.9%0.028%
4/16/2026Diversified Trust Co65,351$1.43M0.0%+2.0%0.053%
3/13/2026World Investment Advisors13,367$312K0.0%+28.4%0.011%
3/9/2026Corient Private Wealth LLC64,232$1.50M0.0%-1.9%0.052%
3/5/2026Bayban2,434$57K0.1%N/A0.002%
2/23/2026Virtu Financial LLC13,277$310K0.0%N/A0.011%
2/19/2026Invesco Ltd.39,313$917K0.0%N/A0.033%
2/19/2026Harbour Wealth Management Group Inc.11,559$270K0.2%N/A0.010%
2/19/2026Corient Private Wealth LLC64,232$1.50M0.0%-1.9%0.055%
2/18/2026Mercer Global Advisors Inc. ADV63,837$1.49M0.0%+6.0%0.054%
2/18/2026EP Wealth Advisors LLC19,152$447K0.0%N/A0.016%
2/18/2026NewEdge Advisors LLC31,360$731K0.0%-10.2%0.027%
2/18/2026XTX Topco Ltd18,381$429K0.0%N/A0.016%
2/18/2026Intrepid Family Office LLC267,262$6.23M5.4%+2.0%0.227%
2/18/2026Evolve Private Wealth LLC82,802$1.93M0.1%N/A0.070%
2/18/20261607 Capital Partners LLC508,536$11.86M0.8%-22.1%0.433%
2/17/2026Guggenheim Capital LLC44,761$1.04M0.0%+28.7%0.038%
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2/17/2026Cetera Investment Advisers150,522$3.51M0.0%+0.6%0.128%
2/17/2026Lazard Asset Management LLC3,589,875$83.72M0.1%+2.2%3.053%
2/17/2026Kovack Advisors Inc.30,406$709K0.0%N/A0.026%
2/17/2026MinichMacGregor Wealth Management LLC15,548$363K0.1%-88.6%0.013%
2/17/2026Capstone Financial Advisors Inc.42,513$991K0.1%+1.1%0.036%
2/17/2026Osaic Holdings Inc.181,543$4.23M0.0%+2.8%0.154%
2/17/2026&PARTNERS11,331$264K0.0%N/A0.010%
2/17/2026Royal Bank of Canada935,879$21.83M0.0%-0.6%0.796%
2/16/2026MML Investors Services LLC32,763$764K0.0%+1.3%0.028%
2/16/2026Mariner LLC45,557$1.06M0.0%+6.9%0.039%


ADX Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 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 3,516,423 shares in the last 24 months. This purchase volume represents approximately $82.85M 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 938,507 shares in the last 24 months. This volume of shares sold represents approximately $21.62M 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 9/18/2026. New 13F filings are added each quarter as they're published.
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