Adams Diversified Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 3.59 M | $83.72 M | 2.22% | 2.99% |
| MORGAN STANLEY | 02/13/2026 | 1.86 M | $43.35 M | -21.36% | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.35 M | $31.38 M | 3.03% | 1.12% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.09 M | $25.34 M | -5.07% | 0.90% |
| BENSLER, LLC | 02/04/2026 | 987.72 K | $23.03 M | 6.77% | 0.82% |
| ROYAL BANK OF CANADA | 02/17/2026 | 935.88 K | $21.83 M | -0.62% | 0.78% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 924.29 K | $21.55 M | -0.25% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 508.54 K | $11.86 M | -22.08% | 0.42% |
| LPL FINANCIAL LLC | 02/11/2026 | 432.56 K | $10.09 M | -1.43% | 0.36% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 430.95 K | $10.09 M | 1.28% | 0.36% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 403.43 K | $9.41 M | 13.50% | 0.34% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 400.72 K | $9.34 M | 3.55% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 387.16 K | $9.03 M | 1.88% | 0.32% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 385.32 K | $8.97 M | -13.69% | 0.32% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 325.22 K | $7.58 M | 10.20% | 0.27% |
| 02/09/2026 | 298.78 K | $6.97 M | 0.13% | 0.25% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 288.01 K | $6.72 M | 3.32% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 281.29 K | $6.56 M | 2.72% | 0.23% |
| INTREPID FAMILY OFFICE LLC | 02/17/2026 | 267.26 K | $6.23 M | 2.01% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 220.72 K | $5.15 M | 6.48% | 0.18% |
| UMB BANK, N.A. | 02/13/2026 | 213.80 K | $4.99 M | 8,591.10% | 0.18% |
| ARQ WEALTH ADVISORS, LLC | 02/09/2026 | 208.81 K | $4.87 M | 0.22% | 0.17% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 208.46 K | $4.86 M | -1.01% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 197.23 K | $4.60 M | 4.65% | 0.16% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 185.01 K | $4.31 M | 1.33% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 181.54 K | $4.23 M | 2.82% | 0.15% |
| FCA CORP /TX | 02/11/2026 | 175.33 K | $4.09 M | -9.43% | 0.15% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 164.39 K | $3.83 M | -30.65% | 0.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 150.52 K | $3.51 M | 0.58% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 144.67 K | $3.37 M | 4.42% | 0.12% |
| GENERAL AMERICAN INVESTORS CO INC | 02/13/2026 | 131.12 K | $3.06 M | 0.00% | 0.11% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 131.03 K | $3.06 M | -0.02% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 123.05 K | $2.87 M | -8.85% | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 120.91 K | $2.82 M | 40.48% | 0.10% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 115.68 K | $2.70 M | 2.46% | 0.10% |
| DELTA CAPITAL MANAGEMENT LLC | 01/15/2026 | 105.47 K | $2.46 M | 0.00% | 0.09% |
| STOLPER CO | 01/12/2026 | 100.84 K | $2.35 M | 0.69% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 02/06/2026 | 98.95 K | $2.32 M | 0.00% | 0.08% |
| COLONY GROUP, LLC | 02/13/2026 | 97.60 K | $2.28 M | 90.41% | 0.08% |
| 02/17/2026 | 82.80 K | $1.93 M | 100.00% | 0.07% | |
| 01/28/2026 | 79.68 K | $1.86 M | -0.69% | 0.07% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 74.53 K | $1.74 M | 7.10% | 0.06% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 01/23/2026 | 74.20 K | $1.73 M | -1.59% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 72.29 K | $1.69 M | 12.29% | 0.06% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 67.36 K | $1.57 M | -0.40% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 67.12 K | $1.57 M | 29.94% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 64.92 K | $1.51 M | 2.66% | 0.05% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 64.23 K | $1.50 M | -1.90% | 0.05% |
| DIVERSIFIED TRUST CO | 01/09/2026 | 64.06 K | $1.49 M | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 63.84 K | $1.49 M | 6.03% | 0.05% |
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Adams Diversified Equity Fund institutional Ownership - FAQ's
During the previous two years, 286 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were:
Bensler, LLC: 1.05 M
Allspring Global Investments Holdings, LLC: 382,304
Waterfront Wealth Inc.: 379,693
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 271,458
ARQ WEALTH ADVISORS, LLC: 225,155
Kestra Advisory Services, LLC: 202,000
17.84% of Adams Diversified Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.47 M shares in the last 24 months. This purchase volume represents approximately $652.18 M in transactions.