Adams Diversified Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BENSLER, LLC | 07/23/2026 | 1.13 M | $28.86 M | 7.08% | 0.92% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.10 M | $28.15 M | -1.78% | 0.90% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.02 M | $25.98 M | 162.73% | 0.83% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 846.40 K | $21.63 M | -5.35% | 0.69% |
| MORGAN STANLEY | 08/13/2026 | 768.74 K | $19.64 M | -33.92% | 0.63% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 413.32 K | $10.56 M | -1.01% | 0.34% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 401.67 K | $10.26 M | 0.69% | 0.33% |
| 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% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 279.41 K | $7.30 M | 2.93% | 0.23% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 275.75 K | $7.05 M | -8.45% | 0.23% |
| 07/30/2026 | 235.09 K | $6.01 M | -18.65% | 0.19% | |
| FCA CORP /TX | 08/11/2026 | 200.26 K | $5.12 M | 8.75% | 0.16% |
| UMB BANK, N.A. | 08/13/2026 | 192.52 K | $4.92 M | -7.49% | 0.16% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 181.27 K | $4.63 M | -0.35% | 0.15% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 162.59 K | $4.15 M | 34.39% | 0.13% |
| 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% |
| GENERAL AMERICAN INVESTORS CO INC | 07/31/2026 | 131.12 K | $3.35 M | 0.00% | 0.11% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 129.16 K | $3.30 M | -11.09% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 129.03 K | $3.30 M | 16.44% | 0.11% |
| 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% |
| 08/10/2026 | 85.51 K | $2.18 M | 11.02% | 0.07% | |
| 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% |
| 07/21/2026 | 79.79 K | $2.04 M | 0.00% | 0.07% | |
| 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% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 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% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 65.11 K | $1.66 M | 80.58% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 63.93 K | $1.63 M | -0.53% | 0.05% |
| DELTA CAPITAL MANAGEMENT LLC | 07/16/2026 | 63.80 K | $1.63 M | -39.51% | 0.05% |
| MEANS INVESTMENT CO., INC. | 08/14/2026 | 62.54 K | $1.60 M | 0.00% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 61.91 K | $1.58 M | 1.43% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 61.57 K | $1.57 M | 15.58% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 56.98 K | $1.46 M | 2.81% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 52.73 K | $1.35 M | 2.94% | 0.04% |
| MARINER, LLC | 08/13/2026 | 51.63 K | $1.32 M | 27.01% | 0.04% |
| WEST BANCORPORATION INC | 07/23/2026 | 49.49 K | $1.26 M | 5.54% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 49.43 K | $1.26 M | 224.27% | 0.04% |
| LIDO ADVISORS, LLC | 08/07/2026 | 47.81 K | $1.22 M | 0.35% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 47.75 K | $1.22 M | 85.67% | 0.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 47.63 K | $1.22 M | 0.00% | 0.04% |
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Adams Diversified Equity Fund institutional Ownership - FAQ's
During the previous two years, 316 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were:
Bensler, LLC: 1.13 M
LPL Financial LLC: 1.02 M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 846,398
MORGAN STANLEY: 768,743
STIFEL FINANCIAL CORP: 413,322
Waterfront Wealth Inc.: 345,424
8.93% of Adams Diversified Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 29.75 M shares in the last 24 months. This purchase volume represents approximately $786.56 M in transactions.