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 | 05/15/2026 | 3.57 M | $78.09 M | -0.62% | 2.91% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.29 M | $28.30 M | -3.91% | 1.06% |
| MORGAN STANLEY | 05/15/2026 | 1.16 M | $25.46 M | -37.42% | 0.95% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.12 M | $24.55 M | 3.22% | 0.92% |
| BENSLER, LLC | 05/04/2026 | 1.05 M | $23.09 M | 6.81% | 0.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 980.33 K | $21.46 M | 4.75% | 0.80% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 894.20 K | $19.57 M | -3.26% | 0.73% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 417.54 K | $9.14 M | 3.50% | 0.34% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 398.93 K | $8.73 M | 3.04% | 0.33% |
| LPL FINANCIAL LLC | 05/06/2026 | 387.09 K | $8.47 M | -10.51% | 0.32% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 382.30 K | $8.37 M | -4.59% | 0.31% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 379.69 K | $8.31 M | -1.46% | 0.31% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 317.23 K | $6.94 M | 174.23% | 0.26% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 315.93 K | $6.92 M | -37.88% | 0.26% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 301.20 K | $6.59 M | 4.58% | 0.25% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 291.42 K | $6.38 M | 32.03% | 0.24% |
| 05/06/2026 | 288.97 K | $6.33 M | -3.29% | 0.24% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 283.99 K | $6.22 M | 0.96% | 0.23% |
| INTREPID FAMILY OFFICE LLC | 05/15/2026 | 273.00 K | $5.98 M | 2.15% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 271.46 K | $6.09 M | -37.01% | 0.22% |
| ARQ WEALTH ADVISORS, LLC | 05/01/2026 | 225.16 K | $4.93 M | 7.83% | 0.18% |
| UMB BANK, N.A. | 05/11/2026 | 208.11 K | $4.56 M | -2.66% | 0.17% |
| RB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 207.08 K | $4.58 M | -0.66% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 202.00 K | $4.42 M | 2.42% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 197.91 K | $4.33 M | 9.01% | 0.16% |
| FCA CORP /TX | 05/14/2026 | 184.14 K | $4.03 M | 5.02% | 0.15% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 181.91 K | $3.98 M | -1.68% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 161.05 K | $3.43 M | 33.20% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 157.82 K | $3.45 M | 9.09% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 146.76 K | $3.21 M | -2.50% | 0.12% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 145.80 K | $3.19 M | 11.27% | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 145.26 K | $3.18 M | 0.36% | 0.12% |
| GENERAL AMERICAN INVESTORS CO INC | 05/01/2026 | 131.12 K | $2.87 M | 0.00% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 120.98 K | $2.65 M | -1.68% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 110.81 K | $2.43 M | 53.29% | 0.09% |
| DELTA CAPITAL MANAGEMENT LLC | 04/29/2026 | 105.47 K | $2.31 M | 0.00% | 0.09% |
| COLONY GROUP, LLC | 05/15/2026 | 104.16 K | $2.28 M | 6.72% | 0.09% |
| STOLPER CO | 04/13/2026 | 103.68 K | $2.27 M | 2.82% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 05/05/2026 | 98.95 K | $2.21 M | 0.00% | 0.08% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 04/28/2026 | 83.40 K | $1.83 M | 12.40% | 0.07% |
| 04/17/2026 | 83.31 K | $1.82 M | 4.56% | 0.07% | |
| 04/16/2026 | 82.41 K | $1.80 M | -0.47% | 0.07% | |
| 05/15/2026 | 79.79 K | $1.75 M | 1,970.88% | 0.07% | |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 77.42 K | $1.69 M | 15.35% | 0.06% |
| 05/05/2026 | 77.02 K | $1.69 M | 38.97% | 0.06% | |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 73.20 K | $1.60 M | 8.67% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 72.95 K | $1.60 M | -2.12% | 0.06% |
| DIVERSIFIED TRUST CO | 04/16/2026 | 65.35 K | $1.43 M | 2.02% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 64.27 K | $1.41 M | -1.00% | 0.05% |
| MEANS INVESTMENT CO., INC. | 04/24/2026 | 62.54 K | $1.37 M | 0.00% | 0.05% |
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Adams Diversified Equity Fund institutional Ownership - FAQ's
During the previous two years, 281 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were:
LAZARD ASSET MANAGEMENT LLC: 3.57 M
RAYMOND JAMES FINANCIAL INC: 1.29 M
MORGAN STANLEY: 1.16 M
COHEN & STEERS, INC.: 1.12 M
Bensler, LLC: 1.05 M
ROYAL BANK OF CANADA: 980,325
17.03% of Adams Diversified Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.64 M shares in the last 24 months. This purchase volume represents approximately $610.41 M in transactions.