Merit Financial Group, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1621225
ALPHARETTA, GA
Position in ADX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$795,723
-$186,095 QoQ
Shares Held
36,351
-13.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Merit Financial Group, LLC holds $98,330,926 across 115 Asset Management names. ADX ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,912 | $15,302,725 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
442,588 | $10,046,746 | |
| 3 | ARCC |
Ares Capital Corp
|
398,372 | $7,178,663 | |
| 4 | BX |
Blackstone Inc.
|
56,013 | $6,440,931 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
361,962 | $4,064,832 | |
| 6 | AMP |
Ameriprise Financial Inc
|
8,401 | $3,733,402 | |
| 7 | KKR |
KKR & Co. Inc.
|
33,372 | $3,086,909 | |
| 8 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
145,180 | $2,002,032 |
All Filings in ADX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $795,723 | 36,351 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $981,818 | 42,102 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,026,401 | 46,027 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,179,460 | 54,328 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $913,988 | 48,130 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $729,987 | 36,138 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $894,567 | 41,492 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $876,448 | 40,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $820,152 | 42,016 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $749,841 | 42,340 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $669,160 | 40,214 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $675,997 | 40,214 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $701,367 | 45,104 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $700,101 | 48,150 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $688,068 | 47,225 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $742,179 | 48,382 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $892,164 | 48,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $943,151 | 48,591 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $910,384 | 45,979 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $924,030 | 46,739 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $853,454 | 46,739 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $808,117 | 46,739 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $838,608 | 51,734 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $707,539 | 47,454 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $622,802 | 49,468 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||