# ADAM NAT RES FD INC (PEO)

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

- Reporting holders: 2
- Reported value: $172.2K
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $148.2K | 5,385 | 0.0% | 4 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $23.9K | 869 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $172.2K |
| Q2 2026 | 102 | $273.5M |
| Q1 2026 | 98 | $293.6M |
| Q4 2025 | 86 | $238.9M |
| Q3 2025 | 87 | $233.0M |
| Q2 2025 | 85 | $238.1M |
| Q1 2025 | 91 | $236.0M |
| Q4 2024 | 89 | $225.4M |
| Q3 2024 | 87 | $232.0M |
| Q2 2024 | 86 | $239.1M |
| Q1 2024 | 85 | $257.3M |
| Q4 2023 | 84 | $211.7M |