ADX Adams Diversified Equity Fund, Inc.
Adams Diversified Equity Fund, Inc. (ADX) Institutional Ownership
What the institutions did with ADX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 3.2M | 15.5% |
| RAYMOND JAMES FINANCIAL INC | 1.3M | 6.4% |
| Bensler, LLC | 1.1M | 5.5% |
| COHEN & STEERS, INC. | 1.1M | 5.3% |
| LPL Financial LLC | 1.0M | 4.9% |
| ROYAL BANK OF CANADA | 953.1K | 4.6% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846.4K | 4.1% |
| MORGAN STANLEY | 768.7K | 3.7% |
| STIFEL FINANCIAL CORP | 413.3K | 2.0% |
| Advisors Asset Management, Inc. | 401.7K | 1.9% |
| Waterfront Wealth Inc. | 345.4K | 1.7% |
| ARQ WEALTH ADVISORS, LLC | 334.9K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 320.5K | 1.6% |
| WELLS FARGO & COMPANY/MN | 295.0K | 1.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 279.4K | 1.4% |
| INTREPID FAMILY OFFICE LLC | 278.2K | 1.3% |
| Hennion & Walsh Asset Management, Inc. | 275.8K | 1.3% |
| AMERIPRISE FINANCIAL INC | 272.3K | 1.3% |
| GatePass Capital, LLC | 235.1K | 1.1% |
| MAI Capital Management | 221.5K | 1.1% |
| RB Capital Management, LLC | 211.3K | 1.0% |
| OSAIC HOLDINGS, INC. | 201.2K | 1.0% |
| FCA CORP /TX | 200.3K | 1.0% |
| JONES FINANCIAL COMPANIES LLLP | 197.8K | 1.0% |
| UMB Bank, n.a. | 192.5K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| LPL Financial LLC | Increased | 387.1K | 1.0M | +629.9K |
| MORGAN STANLEY | Reduced | 1.2M | 768.7K | -394.5K |
| Allspring Global Investments Holdings, LLC | Sold Out | 382.3K | 0 | -382.3K |
| LAZARD ASSET MANAGEMENT LLC | Reduced | 3.6M | 3.2M | -359.2K |
| MAI Capital Management | New | 0 | 221.5K | +221.5K |
| Kestra Advisory Services, LLC | Reduced | 202.0K | 12.8K | -189.2K |
| 1607 Capital Partners, LLC | Reduced | 315.9K | 143.3K | -172.6K |
| ARQ WEALTH ADVISORS, LLC | Increased | 225.2K | 334.9K | +109.7K |
| Atlas Wealth LLC | New | 0 | 82.3K | +82.3K |
| Bensler, LLC | Increased | 1.1M | 1.1M | +74.6K |
| Cambridge Investment Research Advisors, Inc. | Increased | 34.3K | 90.3K | +55.9K |
| GatePass Capital, LLC | Reduced | 289.0K | 235.1K | -53.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Reduced | 894.2K | 846.4K | -47.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 317.2K | 272.3K | -45.0K |
| DELTA CAPITAL MANAGEMENT LLC | Reduced | 105.5K | 63.8K | -41.7K |
| GUGGENHEIM CAPITAL LLC | Increased | 53.2K | 91.8K | +38.6K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 161.1K | 197.8K | +36.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 284.0K | 320.5K | +36.5K |
| Waterfront Wealth Inc. | Reduced | 379.7K | 345.4K | -34.3K |
| Private Advisor Group, LLC | Increased | 15.2K | 49.4K | +34.2K |
| Peak Asset Management, LLC | New | 0 | 32.2K | +32.2K |
| Navis Wealth Advisors, LLC | New | 0 | 30.9K | +30.9K |
| Samalin Investment Counsel, LLC | Increased | 36.1K | 65.1K | +29.1K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 28.0K | 0 | -28.0K |
| ROYAL BANK OF CANADA | Reduced | 980.3K | 953.1K | -27.2K |
| JANE STREET GROUP, LLC | Sold Out | 26.9K | 0 | -26.9K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.3M | 1.3M | +25.6K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 301.2K | 275.8K | -25.4K |
| J.W. COLE ADVISORS, INC. | New | 0 | 24.3K | +24.3K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | New | 0 | 22.4K | +22.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 25.7K | 47.8K | +22.0K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 21.8K | +21.8K |
| RETIREMENT PLANNING GROUP, LLC / NY | New | 0 | 20.3K | +20.3K |
| COHEN & STEERS, INC. | Reduced | 1.1M | 1.1M | -20.0K |
| Invesco Ltd. | Increased | 48.1K | 67.2K | +19.1K |
| UBS Group AG | Increased | 110.8K | 129.0K | +18.2K |
| Intrua Financial, LLC | New | 0 | 17.0K | +17.0K |
| LexAurum Advisors, LLC | Increased | 29.7K | 46.4K | +16.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 16.3K | 0 | -16.3K |
| FCA CORP /TX | Increased | 184.1K | 200.3K | +16.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 145.3K | 129.2K | -16.1K |
| UMB Bank, n.a. | Reduced | 208.1K | 192.5K | -15.6K |
| Ancora Advisors LLC | Reduced | 53.9K | 40.0K | -13.9K |
| MSH Capital Advisors LLC | New | 0 | 12.9K | +12.9K |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 12.9K | 0 | -12.9K |
| Horizon Investments, LLC | Sold Out | 12.9K | 0 | -12.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | Sold Out | 12.7K | 0 | -12.7K |
| CITADEL ADVISORS LLC | New | 0 | 12.0K | +12.0K |
| BESSEMER GROUP INC | New | 0 | 11.5K | +11.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Reduced | 28.7K | 17.3K | -11.4K |
| Mariner, LLC | Increased | 40.7K | 51.6K | +11.0K |
| Independent Advisor Alliance | Sold Out | 10.8K | 0 | -10.8K |
| Blue Chip Partners, LLC | New | 0 | 10.7K | +10.7K |
| Virtu Financial LLC | Sold Out | 10.3K | 0 | -10.3K |
| Post Resch Tallon Group Inc. | New | 0 | 9.9K | +9.9K |
| Dana Investment Advisors, Inc. | New | 0 | 9.2K | +9.2K |
| Concurrent Investment Advisors, LLC | Increased | 77.4K | 86.4K | +8.9K |
| Creative Planning | Reduced | 37.7K | 29.1K | -8.6K |
| Advisory Advocates, LLC | Increased | 77.0K | 85.5K | +8.5K |
| Modern Wealth Management, LLC | New | 0 | 8.3K | +8.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.