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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$25.93 -0.18 (-0.67%)
Closing price 03:59 PM Eastern
Extended Trading
$26.28 +0.35 (+1.33%)
As of 07:55 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)
129
Total
Institutional Inflows
(last 12 months)
$67.40M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$28.07M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.275,750$7.05M0.2%-8.4%0.225%
7/7/2026 Post Resch Tallon Group Inc.9,921$253K0.2%N/A0.008%
7/7/2026 Quad Cities Investment Group LLC29,033$742K0.3%+1.9%0.024%
7/7/2026 Avior Wealth Management LLC40,263$1.03M0.0%+2.5%0.033%
7/2/2026 MassMutual 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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
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%
2/16/2026Focus Partners Wealth97,602$2.28M0.0%+90.4%0.083%
2/13/2026Kestra Advisory Services LLC197,227$4.60M0.0%+4.7%0.168%
2/13/2026UMB Bank n.a.213,801$4.99M0.1%+8,591.1%0.182%
2/13/2026Stifel Financial Corp403,432$9.41M0.0%+13.5%0.343%
2/13/2026Integrated Wealth Concepts LLC123,048$2.87M0.0%-8.8%0.105%
2/13/2026Uniting Wealth Partners LLC22,306$520K0.2%+2.0%0.019%
2/13/2026Wells 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%
2/12/2026Jane Street Group LLC27,267$636K0.0%+11.3%0.023%
2/12/2026Commonwealth Equity Services LLC74,525$1.74M0.0%+7.1%0.063%
2/12/2026Steward 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%
2/11/2026Janney Montgomery Scott LLC51,924$1.21M0.0%-1.2%0.044%
2/11/2026FCA Corp TX175,330$4.09M1.2%-9.4%0.149%
2/11/2026TIAA Trust National Association10,264$239K0.0%-5.2%0.009%
2/11/2026LPL Financial LLC432,561$10.09M0.0%-1.4%0.368%
2/11/2026Closed End Fund Advisors Inc.17,308$404K0.2%N/A0.015%
2/11/2026J.W. Cole Advisors Inc.33,704$786K0.0%+2.5%0.029%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/10/2026Rothschild Investment LLC1,364$32K0.0%-37.0%0.001%
2/10/2026Northwestern Mutual Wealth Management Co.21,805$508K0.0%-55.6%0.019%
2/10/2026Savant Capital LLC52,639$1.23M0.0%+39.7%0.045%
2/9/2026King Luther Capital Management Corp21,962$512K0.0%-56.1%0.019%
2/9/2026Blue 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%
2/9/2026MSH Capital Advisors LLC8,824$206K0.0%-22.8%0.008%
2/9/2026Accredited Investor Services LLC9,478$221K0.1%-32.5%0.008%
2/9/2026ARQ Wealth Advisors LLC208,810$4.87M1.3%+0.2%0.178%
2/6/2026Global Retirement Partners LLC7,453$174K0.0%N/A0.006%


ADX Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 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 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 182 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 ($473.95K), Royal Bank of Canada ($411.40K), Landscape Capital Management L.L.C. ($398.73K), and Penserra Capital Management LLC ($295.12K).

Institutional investors have bought a total of 2,998,481 shares in the last 24 months. This purchase volume represents approximately $67.40M 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 ($164.14K), 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 Lazard Asset Management LLC ($61.62K).

Institutional investors have sold a total of 1,236,374 shares in the last 24 months. This volume of shares sold represents approximately $28.07M in transactions.


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This page (NYSE:ADX) was last updated on 7/13/2026 by MarketBeat.com Staff.
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