MERCER GLOBAL ADVISORS INC /ADV
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 853758
DENVER, CO
Position in ADX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,685,022
+$407,281 QoQ
Shares Held
65,950
+13.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 216 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. ADX ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | 187,868 | $9,759,742 |
All Filings in ADX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,685,022 | 65,950 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,277,741 | 58,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,488,678 | 63,837 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,342,638 | 60,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,044,620 | 48,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $967,369 | 50,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $849,935 | 42,076 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $523,968 | 29,586 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $416,798 | 25,048 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $454,206 | 27,020 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $411,079 | 26,436 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $410,217 | 28,213 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $393,856 | 27,032 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $405,804 | 26,454 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $556,869 | 30,199 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $294,915 | 15,194 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $570,537 | 28,815 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||