Position in ADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,023,175
-$156,608 QoQ
Shares Held
40,046
-25.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#74
of 216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names. ADX ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 2 | RJF |
Raymond James Financial Inc
|
42,992 | $6,536,073 | |
| 3 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 | |
| 4 | GDL |
Gdl Fund
|
148,158 | $1,254,898 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
40,046 | $1,023,175 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
22,184 | $994,952 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,603 | $735,392 | |
| 8 | TPG |
TPG Inc.
|
13,000 | $527,150 |
All Filings in ADX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,175 | 40,046 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,179,783 | 53,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,365,222 | 58,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,341,211 | 60,144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,360,739 | 62,678 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,209,852 | 63,710 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,323,908 | 65,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,427,983 | 66,233 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,011,592 | 93,606 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,856,469 | 95,106 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,756,761 | 99,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,673,917 | 100,596 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,922,173 | 114,347 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,156,271 | 138,667 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,021,597 | 139,037 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,031,640 | 139,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,036,215 | 132,739 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,969,668 | 106,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,813,709 | 93,442 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,857,378 | 93,807 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,887,619 | 95,479 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $2,088,560 | 114,379 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $2,432,339 | 140,679 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $2,123,169 | 130,979 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $312,796 | 20,979 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $531,688 | 42,231 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||