Position in ADX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$48,263
+$6,913 QoQ
Shares Held
1,889
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#180
of 216 holders
Holding Since
Mar 2020
17 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, 2026Archer Investment Corp holds $1,248,768 across 14 Asset Management names. ADX ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,263 | $501,627 | |
| 2 | MAIN |
Main Street Capital CORP
|
9,351 | $485,129 | |
| 3 | BLK |
BlackRock, Inc.
|
73 | $70,193 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
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|
1,889 | $48,263 | |
| 5 | RLTY |
Cohen & Steers Real Estate Opportunities & Income Fund
|
2,338 | $36,800 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
2,047 | $32,281 | |
| 7 | SII |
Sprott Inc.
|
223 | $25,054 | |
| 8 | STT |
State Street Corp
|
93 | $15,772 |
All Filings in ADX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,263 | 1,889 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $41,350 | 1,889 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,051 | 1,889 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $42,124 | 1,889 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,010 | 1,889 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,872 | 1,889 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $38,157 | 1,889 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $40,726 | 1,889 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $40,594 | 1,889 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $36,873 | 1,889 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,454 | 1,889 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $31,432 | 1,889 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,754 | 1,889 | Shares | Sole | 2023-08-08 | |
| 2021-03-31 | $57,025 | 3,123 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,462 | 4,538 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $94,678 | 6,350 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,813 | 1,812 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||