Who Owns ADAMS DIVERSIFIED EQUITY FD (ADX)? -- Institutional Holders (2026-06-30)
232 institutions reported holding $528.6M of ADAMS DIVERSIFIED EQUITY FD (ADX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LAZARD ASSET MANAGEMENT LLC ($82.0M), RAYMOND JAMES FINANCIAL INC ($33.7M), Bensler, LLC ($28.9M), COHEN & STEERS, INC. ($28.1M), LPL Financial LLC ($26.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | $82.0M | 3.2M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $33.7M | 1.3M | Added |
| 3 | Bensler, LLC | $28.9M | 1.1M | Added |
| 4 | COHEN & STEERS, INC. | $28.1M | 1.1M | Trimmed |
| 5 | LPL Financial LLC | $26.0M | 1.0M | Added |
| 6 | Royal Bank of Canada | $24.4M | 953,099 | Trimmed |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $21.6M | 846,398 | Trimmed |
| 8 | MORGAN STANLEY | $19.6M | 768,743 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $10.6M | 413,322 | Trimmed |
| 10 | Advisors Asset Management, Inc. | $10.3M | 401,665 | Added |
| 11 | Waterfront Wealth Inc. | $9.0M | 345,424 | Trimmed |
| 12 | ARQ WEALTH ADVISORS, LLC | $8.8M | 334,882 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $8.2M | 320,464 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $7.5M | 295,048 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 279,405 | Added |
| 16 | INTREPID FAMILY OFFICE LLC | $7.1M | 278,226 | Added |
| 17 | Hennion & Walsh Asset Management, Inc. | $7.0M | 275,750 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $7.0M | 272,279 | Trimmed |
| 19 | GatePass Capital, LLC | $6.0M | 235,085 | Trimmed |
| 20 | MAI Capital Management | $5.7M | 221,469 | New |
| 21 | RB Capital Management, LLC | $5.4M | 211,303 | Added |
| 22 | OSAIC HOLDINGS, INC. | $5.1M | 201,219 | Added |
| 23 | FCA CORP /TX | $5.1M | 200,255 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.0M | 197,843 | Added |
| 25 | UMB BANK N A/MO | $4.9M | 192,516 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30