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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$24.93 +0.19 (+0.75%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$24.98 +0.06 (+0.23%)
As of 08:54 AM 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)
124
Total
Institutional Inflows
(last 12 months)
$73.49M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$29.37M
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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
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%
5/8/2026 PNC Financial Services Group Inc.18,168$398K0.0%-24.3%0.015%
5/6/2026 GatePass Capital LLC288,965$6.33M3.0%-3.3%0.236%
5/6/2026 Assetmark Inc.2,040$45K0.0%+367.9%0.002%
5/6/2026 Allspring Global Investments Holdings LLC382,304$8.37M0.0%-4.6%0.312%
5/6/2026 Independent Financial Group LLC141,920$3.11M0.1%N/A0.116%
5/5/2026 D.A. Davidson & CO.145,800$3.19M0.0%+11.3%0.119%
5/5/2026 Roberts Glore & Co. Inc. IL157,823$3.46M0.9%+9.1%0.129%
5/4/2026 Bryn Mawr Trust Advisors LLC11,052$242K0.0%N/A0.009%
5/2/2026 ARQ Wealth Advisors LLC225,155$4.93M0.9%+7.8%0.184%
5/1/2026 Midwest Trust Co44,093$965K0.0%-2.7%0.036%
5/1/2026 Fifth Third Bancorp36,955$809K0.0%-1.7%0.030%
4/30/2026 Waterfront Wealth Inc.379,693$8.31M1.5%-1.5%0.310%
4/30/2026 Kestra Advisory Services LLC202,000$4.42M0.0%+2.4%0.165%
4/29/2026 Westbourne Investment Advisors Inc.83,400$1.83M0.5%+12.4%0.068%
4/28/2026 Koshinski Asset Management Inc.61,038$1.34M0.1%+4.3%0.050%
4/27/2026 World Investment Advisors22,603$495K0.0%+69.1%0.018%
4/27/2026 Private Advisor Group LLC15,243$334K0.0%-44.0%0.012%
4/22/2026 Janney Montgomery Scott LLC55,421$1.21M0.0%+6.7%0.045%
4/20/2026 Kestra Private Wealth Services LLC28,657$627K0.0%+17.9%0.023%
4/20/2026 MinichMacGregor Wealth Management LLC16,863$369K0.1%+8.5%0.014%
4/20/2026 Blue Trust Inc.27,939$612K0.0%+2.0%0.023%
4/17/2026 PMG Family Office LLC83,312$1.82M2.0%+4.6%0.068%
4/17/2026 Brookstone Capital Management11,727$257K0.0%+7.3%0.010%
4/16/2026 Uhlmann Price Securities LLC34,195$749K0.1%+1.9%0.028%
4/16/2026 Diversified Trust Co65,351$1.43M0.0%+2.0%0.053%
3/13/2026 World Investment Advisors13,367$312K0.0%+28.4%0.011%
3/9/2026Corient Private Wealth LLC64,232$1.50M0.0%-1.9%0.052%
3/5/2026 Bayban2,434$57K0.1%N/A0.002%
2/23/2026Virtu Financial LLC13,277$310K0.0%N/A0.011%
2/19/2026 Invesco Ltd.39,313$917K0.0%N/A0.033%
2/19/2026 Harbour 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%
2/18/2026 Evolve Private Wealth LLC82,802$1.93M0.1%N/A0.070%
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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%
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%
2/17/2026 MinichMacGregor 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%
2/16/2026 MML Investors Services LLC32,763$764K0.0%+1.3%0.028%
2/16/2026Mariner LLC45,557$1.06M0.0%+6.9%0.039%
2/16/2026Focus Partners Wealth97,602$2.28M0.0%+90.4%0.083%
2/13/2026 Kestra Advisory Services LLC197,227$4.60M0.0%+4.7%0.168%
2/13/2026 UMB Bank n.a.213,801$4.99M0.1%+8,591.1%0.182%
2/13/2026 Stifel Financial Corp403,432$9.41M0.0%+13.5%0.343%
2/13/2026Integrated Wealth Concepts LLC123,048$2.87M0.0%-8.8%0.105%
2/13/2026 Uniting Wealth Partners LLC22,306$520K0.2%+2.0%0.019%
2/13/2026 Wells Fargo & Company MN220,720$5.15M0.0%+6.5%0.188%
2/13/2026Concorde Asset Management LLC40,332$941K0.4%+7.3%0.034%
2/12/2026Advisors Asset Management Inc.387,161$9.03M0.2%+1.9%0.329%
2/12/2026 Jane Street Group LLC27,267$636K0.0%+11.3%0.023%
2/12/2026 Commonwealth Equity Services LLC74,525$1.74M0.0%+7.1%0.063%
2/12/2026 Steward Partners Investment Advisory LLC8,463$197K0.0%-9.9%0.007%
2/12/2026Bank of Montreal Can11,886$277K0.0%+3.8%0.010%
2/12/2026Kovack Advisors Inc.30,406$709K0.0%N/A0.026%
2/11/2026 Janney Montgomery Scott LLC51,924$1.21M0.0%-1.2%0.044%
2/11/2026FCA Corp TX175,330$4.09M1.2%-9.4%0.149%
2/11/2026 TIAA Trust National Association10,264$239K0.0%-5.2%0.009%
2/11/2026 LPL Financial LLC432,561$10.09M0.0%-1.4%0.368%
2/11/2026 Closed End Fund Advisors Inc.17,308$404K0.2%N/A0.015%
2/11/2026 J.W. Cole Advisors Inc.33,704$786K0.0%+2.5%0.029%
2/10/2026 Rothschild Investment LLC1,364$32K0.0%-37.0%0.001%
2/10/2026 Northwestern Mutual Wealth Management Co.21,805$508K0.0%-55.6%0.019%
2/10/2026 Savant Capital LLC52,639$1.23M0.0%+39.7%0.045%
2/9/2026 King Luther Capital Management Corp21,962$512K0.0%-56.1%0.019%
2/9/2026 Blue Bell Private Wealth Management LLC924,285$21.55M3.2%-0.2%0.786%
2/9/2026Harbour Investments Inc.23,289$543K0.0%+3.3%0.020%
2/9/2026 MSH Capital Advisors LLC8,824$206K0.0%-22.8%0.008%
2/9/2026 Accredited Investor Services LLC9,478$221K0.1%-32.5%0.008%
2/9/2026 ARQ Wealth Advisors LLC208,810$4.87M1.3%+0.2%0.178%
2/6/2026Global Retirement Partners LLC7,453$174K0.0%N/A0.006%
2/6/2026 Prevail Innovative Wealth Advisors LLC9,846$230K0.0%-87.5%0.008%
2/6/2026 IFP Advisors Inc4,339$101K0.0%+119.4%0.004%
2/6/2026 PNC Financial Services Group Inc.24,000$560K0.0%-11.0%0.020%
2/6/2026 HighTower Advisors LLC64,919$1.51M0.0%+2.7%0.055%
2/5/2026 Roberts Glore & Co. Inc. IL144,674$3.37M0.9%+4.4%0.123%
2/5/2026Dana Investment Advisors Inc.9,103$212K0.0%N/A0.008%
2/5/2026Allworth Financial LP8,126$190K0.0%-20.1%0.007%
2/4/2026 World Investment Advisors13,367$312K0.0%+28.4%0.011%
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2/4/2026 Midwest Trust Co45,302$1.06M0.0%+2.0%0.039%
2/4/2026 Bensler LLC987,718$23.03M2.3%+6.8%0.840%
2/3/2026RB Capital Management LLC208,462$4.86M1.0%-1.0%0.177%
2/3/2026 Koshinski Asset Management Inc.58,527$1.37M0.1%-6.5%0.050%
2/2/2026 Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies9,277$216K0.2%N/A0.008%
1/30/2026 Joel Isaacson & Co. LLC33,489$781K0.0%+25.5%0.028%
1/30/2026 Caldwell Trust Co1,926$45K0.0%N/A0.002%
1/29/2026Comerica Bank3,537$82K0.0%-20.0%0.003%
1/29/2026 West Bancorporation Inc.46,890$1.09M0.6%+29.9%0.040%
1/29/2026 Kestra Private Wealth Services LLC24,310$567K0.0%+5.9%0.021%


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 ($83.72M), Raymond James Financial Inc. ($29.13M), Bensler LLC ($23.03M), Royal Bank of Canada ($21.83M), Blue Bell Private Wealth Management LLC ($21.55M), and Raymond James Financial Services Advisors Inc. ($12.08M).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 179 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), Lazard Asset Management LLC ($501.14K), Bensler LLC ($473.95K), Landscape Capital Management L.L.C. ($398.73K), and Royal Bank of Canada ($366.96K).

Institutional investors have bought a total of 3,335,048 shares in the last 24 months. This purchase volume represents approximately $73.49M in transactions.

Of the 68 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 ($257.86K), Allspring Global Investments Holdings LLC ($155.09K), MinichMacGregor Wealth Management LLC ($120.69K), Shaker Financial Services LLC ($72.64K), Prevail Innovative Wealth Advisors LLC ($68.71K), Waterfront Wealth Inc. ($66.73K), and Quantedge Capital Pte Ltd ($54.40K).

Institutional investors have sold a total of 1,315,036 shares in the last 24 months. This volume of shares sold represents approximately $29.36M in transactions.


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This page (NYSE:ADX) was last updated on 5/14/2026 by MarketBeat.com Staff.
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