Lido Advisors, LLC

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 1650150 Los Angeles, CA

Position in ADX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,042,861

-$82,025 QoQ

Shares Held

47,641

-1.2% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. ADX ranks #36 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	35,996	$34,617,711
2	ARCC	Ares Capital Corp	632,530	$11,398,189
3	BX	Blackstone Inc.	82,522	$9,489,202
4	KKR	KKR & Co. Inc.	74,590	$6,899,573
5	FSK	FS KKR Capital Corp	626,540	$6,378,177
6	GBDC	GOLUB CAPITAL BDC, Inc.	491,880	$6,227,200
7	UTG	Reaves Utility Income Fund	150,589	$5,915,135
8	AMP	Ameriprise Financial Inc	12,250	$5,443,899

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,042,861	47,641	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$1,124,886	48,237	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,075,685	48,237	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,046,921	48,223	+1.9%	Shares	Sole	2025-08-13
2025-03-31	$898,758	47,328	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$946,875	46,875	+5.9%	Shares	Sole	2025-02-14
2024-09-30	$953,965	44,247	-19.5%	Shares	Sole	2024-11-14
2024-06-30	$1,180,746	54,944	+10.3%	Shares	Sole	2024-08-15
2024-03-31	$972,232	49,807	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$880,523	49,719	+62.4%	Shares	Sole	2024-02-14
2023-09-30	$509,433	30,615	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$513,158	30,527	+202.0%	Shares	Sole	2023-08-09
2023-03-31	$157,194	10,109	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.