ADX — Adams Diversified Equity Fd Institutional Holders · Q3 2026
Who owns Adams Diversified Equity Fd (ADX)? 12 institutions reported holding $3.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: MassMutual Private Wealth & Trust, FSB ($1.2M), RFG - Bristol Wealth Advisors, LLC ($988,603), Venture Visionary Partners LLC ($426,067).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MassMutual Private Wealth & Trust, FSB | $1.2M | 45,790 | Added |
| 2 | RFG - Bristol Wealth Advisors, LLC | $988,603 | 38,512 | Hold |
| 3 | Venture Visionary Partners LLC | $426,067 | 16,597 | New |
| 4 | Post Resch Tallon Group Inc. | $256,189 | 9,980 | Added |
| 5 | GoalVest Advisory LLC | $234,086 | 9,119 | Trimmed |
| 6 | FIRST COMMUNITY TRUST NA | $120,136 | 4,680 | Hold |
| 7 | Farther Finance Advisors, LLC | $78,448 | 3,056 | Added |
| 8 | ATWOOD & PALMER INC | $27,134 | 1,057 | Hold |
| 9 | Bangor Savings Bank | $16,249 | 633 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $12,835 | 500 | Hold |
| 11 | GK Wealth Management LLC | $6,161 | 240 | New |
| 12 | CoreCap Advisors, LLC | $2,721 | 106 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30