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 | 08/14/2026 | 3.21 M | $81.97 M | -10.07% | 2.57% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.32 M | $33.69 M | 1.98% | 1.06% |
| BENSLER, LLC | 07/23/2026 | 1.13 M | $28.86 M | 7.08% | 0.90% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.10 M | $28.15 M | -1.78% | 0.88% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.02 M | $25.98 M | 162.73% | 0.81% |
| ROYAL BANK OF CANADA | 08/14/2026 | 953.10 K | $24.35 M | -2.78% | 0.76% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 846.40 K | $21.63 M | -5.35% | 0.68% |
| MORGAN STANLEY | 08/13/2026 | 768.74 K | $19.64 M | -33.92% | 0.62% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 413.32 K | $10.56 M | -1.01% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 401.67 K | $10.26 M | 0.69% | 0.32% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 345.42 K | $9.02 M | -9.03% | 0.28% |
| ARQ WEALTH ADVISORS, LLC | 07/24/2026 | 334.88 K | $8.83 M | 48.73% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 320.46 K | $8.19 M | 12.84% | 0.26% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 295.05 K | $7.54 M | 1.24% | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 279.41 K | $7.30 M | 2.93% | 0.22% |
| INTREPID FAMILY OFFICE LLC | 08/14/2026 | 278.23 K | $7.11 M | 1.91% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 275.75 K | $7.05 M | -8.45% | 0.22% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 272.28 K | $6.96 M | -14.17% | 0.22% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 235.09 K | $6.01 M | -18.65% | 0.19% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 221.47 K | $5.66 M | 100.00% | 0.18% |
| RB CAPITAL MANAGEMENT, LLC | 08/18/2026 | 211.30 K | $5.40 M | 2.04% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 201.22 K | $5.14 M | 1.67% | 0.16% |
| FCA CORP /TX | 08/11/2026 | 200.26 K | $5.12 M | 8.75% | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 197.84 K | $4.96 M | 22.85% | 0.16% |
| UMB BANK, N.A. | 08/13/2026 | 192.52 K | $4.92 M | -7.49% | 0.15% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 181.27 K | $4.63 M | -0.35% | 0.15% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 160.81 K | $4.11 M | 1.89% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 150.24 K | $3.84 M | 2.37% | 0.12% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 146.27 K | $3.74 M | 0.32% | 0.12% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 143.34 K | $3.66 M | -54.63% | 0.11% |
| GENERAL AMERICAN INVESTORS CO INC | 07/31/2026 | 131.12 K | $3.35 M | 0.00% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 127.66 K | $3.26 M | 5.52% | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 129.16 K | $3.30 M | -11.09% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 129.03 K | $3.30 M | 16.44% | 0.10% |
| STOLPER CO | 07/14/2026 | 107.59 K | $2.75 M | 3.77% | 0.09% |
| COLONY GROUP, LLC | 08/12/2026 | 99.52 K | $2.54 M | -4.45% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 07/30/2026 | 98.95 K | $2.54 M | 0.00% | 0.08% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 91.83 K | $2.35 M | 72.49% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 86.35 K | $2.21 M | 11.54% | 0.07% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 85.51 K | $2.18 M | 11.02% | 0.07% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 84.10 K | $2.15 M | 0.95% | 0.07% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 07/27/2026 | 83.80 K | $2.14 M | 0.48% | 0.07% |
| ATLAS WEALTH LLC | 07/28/2026 | 82.34 K | $2.10 M | 100.00% | 0.07% |
| WALSH & ASSOCIATES, LLC | 07/21/2026 | 79.79 K | $2.04 M | 0.00% | 0.06% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 79.00 K | $2.02 M | -4.15% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 77.02 K | $1.97 M | 5.58% | 0.06% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 68.19 K | $1.74 M | -6.85% | 0.05% |
| INVESCO LTD. | 08/14/2026 | 67.19 K | $1.72 M | 39.77% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 65.95 K | $1.69 M | 12.98% | 0.05% |
| DIVERSIFIED TRUST CO | 07/17/2026 | 65.35 K | $1.67 M | 0.00% | 0.05% |
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Adams Diversified Equity Fund institutional Ownership - FAQ's
During the previous two years, 309 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were:
LAZARD ASSET MANAGEMENT LLC: 3.21 M
RAYMOND JAMES FINANCIAL INC: 1.32 M
Bensler, LLC: 1.13 M
COHEN & STEERS, INC.: 1.1 M
LPL Financial LLC: 1.02 M
ROYAL BANK OF CANADA: 953,099
16.52% of Adams Diversified Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.11 M shares in the last 24 months. This purchase volume represents approximately $621.14 M in transactions.