# ADAMS DIVERSIFIED EQUITY FD (ADX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ADX/

- Reporting holders: 12
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.2M | 45,790 | 0.0% | 16 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $988.6K | 38,512 | 0.2% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $426.1K | 16,597 | 0.0% | 1 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $256.2K | 9,980 | 0.2% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $234.1K | 9,119 | 0.0% | 6 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $120.1K | 4,680 | 0.0% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $78.4K | 3,056 | 0.0% | 9 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $27.1K | 1,057 | 0.0% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $16.2K | 633 | 0.0% | 18 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $12.8K | 500 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $6.2K | 240 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.7K | 106 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $3.3M |
| Q2 2026 | 217 | $544.5M |
| Q1 2026 | 200 | $468.5M |
| Q4 2025 | 204 | $515.2M |
| Q3 2025 | 193 | $520.4M |
| Q2 2025 | 190 | $562.5M |
| Q1 2025 | 181 | $510.7M |
| Q4 2024 | 184 | $543.0M |
| Q3 2024 | 170 | $556.6M |
| Q2 2024 | 161 | $741.3M |
| Q1 2024 | 161 | $719.3M |
| Q4 2023 | 159 | $626.8M |