MERCER GLOBAL ADVISORS INC /ADV
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 853758
DENVER, CO
Position in ADX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,277,741
-$210,937 QoQ
Shares Held
58,371
-8.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 13.970978739442533.ToString("F0")%
Shared 0.ToString("F0")%
None 86.02902126055747.ToString("F0")%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. ADX ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in ADX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||