LPL Financial LLC

Position in PEO — Adams Natural Resources Fund, Inc.

CIK 1403438 FORT MILL, SC

Position in PEO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,228,336

+$747,082 QoQ

Shares Held

80,156

+17.6% QoQ

Ownership

0.292%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. PEO ranks #243 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	218,728	$210,352,904
2	BX	Blackstone Inc.	1,469,080	$168,929,509
3	BPRE	Bluerock Private Real Estate Fund	5,778,813	$95,986,083
4	PDI	PIMCO Dynamic Income Fund	5,288,936	$90,493,694
5	PHYS	Sprott Physical Gold Trust	2,361,598	$83,695,033
6	PSLV	Sprott Physical Silver Trust	3,183,953	$77,656,613
7	ARCC	Ares Capital Corp	4,038,185	$72,768,093
8	PFG	Principal Financial Group Inc	728,464	$65,641,891

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,228,336	80,156	+17.6%	Shares	Sole	2026-05-06
2025-12-31	$1,481,254	68,135	+10.3%	Shares	Sole	2026-02-11
2025-09-30	$1,328,838	61,749	+40.4%	Shares	Sole	2025-11-12
2025-06-30	$939,574	43,967	+28.4%	Shares	Sole	2025-08-12
2025-03-31	$781,060	34,242	-25.7%	Shares	Sole	2025-05-07
2024-09-30	$1,069,559	46,062	-5.7%	Shares	Sole	2024-11-08
2024-06-30	$1,153,419	48,853	+4.8%	Shares	Sole	2024-08-07
2024-03-31	$1,075,426	46,636	+124.4%	Shares	Sole	2024-05-10
2023-12-31	$428,712	20,781	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$460,619	19,923	-13.2%	Shares	Sole	2023-11-13
2023-06-30	$477,735	22,946	+9.1%	Shares	Sole	2023-07-31
2023-03-31	$432,397	21,031	+45.5%	Shares	Sole	2023-05-10
2022-12-31	$315,031	14,451	-0.4%	Shares	Sole	2023-02-07
2021-06-30	$234,997	14,506	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.