ADX · Adams Diversified Equity Fund, Inc. · Shareholders & Ownership
Market Cap
$3.23B
Shares
124.93M
Volume · Oct 21
245.96K
Avg daily vol (3M)
267.92K
Every disclosed holder of ADX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns ADX
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 20,624,531 | — |
| Insiders (Forms 3, 4, 5) | 698,127 | — |
| 13D/G-only blocks | 7,174,558 | — |
| Registered funds (N-PORT, not summed) | 990,864 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of ADX
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Nov 21, 2024
|
5,547,675 | ||
| 2 |
LAZARD ASSET MANAGEMENT LLC
13F
CIK 1207017 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,208,355 | ||
| 3 |
Erik E. and Edith H. Bergstrom Foundation
13G
CIK 1704182 · Unknown · Dec 31, 2024
Rule 13d-1(c), passive investor
|
1,626,883 | ||
| 4 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,318,584 | ||
| 5 |
Bensler, LLC
13F
CIK 1965941 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,129,607 | ||
| 6 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,101,635 | ||
| 7 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,016,997 | ||
| 8 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
990,864 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
953,099 | ||
| 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
846,398 | ||
| 11 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
768,743 | ||
| 12 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
413,322 | ||
| 13 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
401,665 | ||
| 14 |
Waterfront Wealth Inc.
13F
CIK 1775210 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
345,424 | ||
| 15 |
ARQ WEALTH ADVISORS, LLC
13F
CIK 1811827 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
334,882 | ||
| 16 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
320,464 | ||
| 17 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
295,048 | ||
| 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
282,824 | ||
| 19 |
INTREPID FAMILY OFFICE LLC
13F
CIK 1596197 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
278,226 | ||
| 20 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
272,279 | ||
| 21 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Unknown · Sep 30, 2026
|
271,552 | ||
| 22 |
GatePass Capital, LLC
13F
CIK 2087399 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
235,085 | ||
| 23 |
|
222,797 | ||
| 24 |
MAI Capital Management
13F
CIK 1040197 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,469 | ||
| 25 |
RB Capital Management, LLC
13F
CIK 1695582 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
211,303 | ||
| 26 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
201,219 | ||
| 27 |
FCA CORP /TX
13F
CIK 1166402 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,255 | ||
| 28 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
197,843 | ||
| 29 |
UMB Bank, n.a.
13F
CIK 933429 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
192,516 | ||
| 30 |
Uncommon Cents Investing LLC
13F
CIK 1729754 · Registered investment adviser · Sep 30, 2026
|
179,755 | ||
| 31 |
ROBERTS GLORE & CO INC /IL/
13F
CIK 1017115 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
160,810 | ||
| 32 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,243 | ||
| 33 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
146,269 | ||
| 34 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
143,339 | ||
| 35 |
GENERAL AMERICAN INVESTORS CO INC
13F
CIK 40417 · Registered fund · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,124 | ||
| 36 |
|
129,026 | ||
| 37 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,656 | ||
| 38 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Sep 30, 2026
|
110,291 | ||
| 39 |
Stolper Co
13F
CIK 1808195 · Registered investment adviser · Sep 30, 2026
|
106,132 | ||
| 40 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,522 | ||
| 41 |
Providence Wealth Advisors, LLC
13F
CIK 1744955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,953 | ||
| 42 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,830 | ||
| 43 |
|
91,442 | ||
| 44 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
85,889 | ||
| 45 |
Advisory Advocates, LLC
13F
CIK 2111697 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,508 | ||
| 46 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
84,273 | ||
| 47 |
Westbourne Investment Advisors, Inc.
13F
CIK 1650092 · Registered investment adviser · Sep 30, 2026
|
83,800 | ||
| 48 |
Atlas Wealth LLC
13F
CIK 1964106 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,341 | ||
| 49 |
|
81,304 | ||
| 50 |
|
80,231 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 236 holders
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