ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) — Institutional Holders, Q2 2026 (page 2)
217 institutional investment managers reported a ADX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $528.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ADX 13F holders ranked 101–200 of 217
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | EP Wealth Advisors#101 · 22,321 sh | 22,321 | $570.3K | <0.01% | +10.1% |
| 102 | Savvy Advisors#102 · 22,104 sh | 22,104 | $564.8K | 0.01% | 0.0% |
| 103 | KING LUTHER CAPITAL MANAGEMENT#103 · 21,962 sh | 21,962 | $561.1K | <0.01% | 0.0% |
| 104 | Equitable#104 · 21,784 sh | 21,784 | $556.6K | <0.01% | +100.0% |
| 105 | AQR CAPITAL MANAGEMENT#105 · 21,764 sh | 21,764 | $556.1K | <0.01% | New |
| 106 | Mezzasalma Advisors#106 · 20,999 sh | 20,999 | $536.5K | — | +1.6% |
| 107 | Stratos Wealth Partners, LTD.#107 · 20,758 sh | 20,758 | $530.4K | <0.01% | +33.1% |
| 108 | RETIREMENT PLANNING GROUP, / NY#108 · 20,305 sh | 20,305 | $518.8K | 0.28% | New |
| 109 | World Investment Advisors#109 · 22,657 sh | 22,657 | $506.5K | <0.01% | +0.2% |
| 110 | KINGSWOOD WEALTH ADVISORS#110 · 19,313 sh | 19,313 | $493.4K | — | +26.2% |
| 111 | Sage Capital Advisors#111 · 18,720 sh | 18,720 | $478.3K | — | +1.9% |
| 112 | Allegheny Financial Group LTD#112 · 18,473 sh | 18,473 | $472.0K | 0.05% | 0.0% |
| 113 | PNC FINANCIAL SERVICES GROUP#113 · 18,288 sh | 18,288 | $467.3K | <0.01% | +0.7% |
| 114 | WESBANCO BANK#114 · 17,773 sh | 17,773 | $454.1K | 0.01% | 0.0% |
| 115 | KESTRA PRIVATE WEALTH SERVICES#115 · 17,291 sh | 17,291 | $441.8K | <0.01% | -39.7% |
| 116 | MinichMacGregor Wealth Management#116 · 17,169 sh | 17,169 | $438.7K | — | +1.8% |
| 117 | CAPTRUST FINANCIAL ADVISORS#117 · 17,167 sh | 17,167 | $438.6K | <0.01% | +5.3% |
| 118 | MCDONALD PARTNERS#118 · 17,079 sh | 17,079 | $436.4K | 0.11% | 0.0% |
| 119 | Intrua Financial#119 · 16,984 sh | 16,984 | $433.9K | 0.04% | New |
| 120 | REGIONS FINANCIAL#120 · 16,217 sh | 16,217 | $414.3K | <0.01% | -2.7% |
| 121 | PARK AVENUE SECURITIES#121 · 16,028 sh | 16,028 | $410.0K | — | -11.6% |
| 122 | Pathstone#122 · 15,339 sh | 15,339 | $391.9K | <0.01% | 0.0% |
| 123 | NewEdge Wealth#123 · 14,813 sh | 14,813 | $378.5K | <0.01% | 0.0% |
| 124 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#124 · 14,540 sh | 14,540 | $371.5K | <0.01% | -10.6% |
| 125 | K2 PRINCIPAL FUND, L.P.#125 · 14,520 sh | 14,520 | $371.0K | 0.03% | -15.5% |
| 126 | Generation Capital Management#126 · 13,829 sh | 13,829 | $353.3K | 0.22% | +1.8% |
| 127 | SMH CAPITAL ADVISORS#127 · 13,282 sh | 13,282 | $339.4K | 1.33% | +4511.8% |
| 128 | Brookstone Capital Management#128 · 13,177 sh | 13,177 | $336.7K | — | +12.4% |
| 129 | Closed-End Fund Advisors#129 · 12,964 sh | 12,964 | $331.2K | 0.32% | -19.4% |
| 130 | MSH Capital Advisors#130 · 12,942 sh | 12,942 | $330.7K | 0.06% | New |
| 131 | WILEY BROS.-AINTREE CAPITAL#131 · 12,800 sh | 12,800 | $327.0K | <0.01% | +10.7% |
| 132 | Kestra Advisory Services#132 · 12,770 sh | 12,770 | $326.3K | <0.01% | -93.7% |
| 133 | FOUNDERS CAPITAL MANAGEMENT#133 · 12,372 sh | 12,372 | $316.1K | — | +1.8% |
| 134 | CITADEL ADVISORS#134 · 11,981 sh | 11,981 | $306.1K | 0.00% | New |
| 135 | BANK OF MONTREAL#135 · 11,886 sh | 11,886 | $303.7K | <0.01% | 0.0% |
| 136 | CHOREO#136 · 11,878 sh | 11,878 | $303.5K | <0.01% | -27.1% |
| 137 | Hamrick Investment Counsel#137 · 11,651 sh | 11,651 | $297.7K | 0.20% | -26.6% |
| 138 | Harbour Wealth Management Group#138 · 11,585 sh | 11,585 | $296.0K | 0.20% | +0.8% |
| 139 | BESSEMER GROUP#139 · 11,530 sh | 11,530 | $295.0K | <0.01% | New |
| 140 | TRUIST FINANCIAL#140 · 11,520 sh | 11,520 | $294.3K | <0.01% | -11.4% |
| 141 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#141 · 11,403 sh | 11,403 | $291.3K | 0.03% | +1.7% |
| 142 | Abel Hall#142 · 11,200 sh | 11,200 | $286.2K | — | 0.0% |
| 143 | Bryn Mawr Advisors#143 · 11,052 sh | 11,052 | $282.4K | 0.01% | 0.0% |
| 144 | Snowden Capital Advisors#144 · 10,826 sh | 10,826 | $276.6K | <0.01% | +1.9% |
| 145 | SILVERLAKE WEALTH MANAGEMENT#145 · 10,821 sh | 10,821 | $276.5K | — | 0.0% |
| 146 | Blue Chip Partners#146 · 10,744 sh | 10,744 | $274.5K | 0.02% | New |
| 147 | Benchmark Financial Wealth Advisors#147 · 10,444 sh | 10,444 | $266.8K | — | 0.0% |
| 148 | Bernicke Wealth Management, Ltd.#148 · 10,409 sh | 10,409 | $265.9K | 0.03% | +1.9% |
| 149 | VISTA INVESTMENT PARTNERS II#149 · 10,394 sh | 10,394 | $265.6K | — | 0.0% |
| 150 | CRA Financial Services#150 · 10,000 sh | 10,000 | $255.5K | — | 0.0% |
| 151 | Post Resch Tallon Group#151 · 9,921 sh | 9,921 | $253.5K | — | New |
| 152 | Sequoia Financial Advisors#152 · 9,819 sh | 9,819 | $250.9K | <0.01% | +7.4% |
| 153 | Valmark Advisers#153 · 9,797 sh | 9,797 | $250.3K | <0.01% | 0.0% |
| 154 | StoneX Group#154 · 9,724 sh | 9,724 | $248.4K | 0.01% | -22.8% |
| 155 | ENVESTNET ASSET MANAGEMENT#155 · 9,504 sh | 9,504 | $242.8K | <0.01% | -2.3% |
| 156 | Pinion Investment Advisors#156 · 9,392 sh | 9,392 | $240.0K | 0.05% | 0.0% |
| 157 | GoalVest Advisory#157 · 9,392 sh | 9,392 | $240.0K | — | 0.0% |
| 158 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#158 · 9,277 sh | 9,277 | $237.0K | 0.19% | 0.0% |
| 159 | Dana Investment Advisors#159 · 9,156 sh | 9,156 | $233.9K | <0.01% | New |
| 160 | Tradewinds Capital Management#160 · 8,876 sh | 8,876 | $226.8K | — | 0.0% |
| 161 | Allworth Financial#161 · 8,405 sh | 8,405 | $214.7K | <0.01% | +1.7% |
| 162 | Modern Wealth Management#162 · 8,340 sh | 8,340 | $213.1K | <0.01% | New |
| 163 | Confluence Wealth Services#163 · 8,333 sh | 8,333 | $212.9K | <0.01% | New |
| 164 | IFP Advisors#164 · 8,155 sh | 8,155 | $208.4K | — | +30.2% |
| 165 | Hudock#165 · 8,101 sh | 8,101 | $207.0K | — | New |
| 166 | Strategic Family Wealth Counselors, L.L.C.#166 · 8,091 sh | 8,091 | $206.7K | 0.05% | New |
| 167 | US BANCORP \DE\#167 · 8,049 sh | 8,049 | $205.7K | <0.01% | +1.6% |
| 168 | Lakeridge Wealth Management#168 · 8,003 sh | 8,003 | $204.5K | 0.07% | New |
| 169 | Kingsview Wealth Management#169 · 7,899 sh | 7,899 | $201.8K | <0.01% | New |
| 170 | FINANCIAL CONSULATE#170 · 7,808 sh | 7,808 | $199.5K | — | +1.9% |
| 171 | Glen Eagle Advisors#171 · 6,197 sh | 6,197 | $158.3K | 0.02% | +1.6% |
| 172 | FIRST COMMUNITY NA#172 · 4,680 sh | 4,680 | $119.6K | — | 0.0% |
| 173 | First Command Advisory Services#173 · 4,420 sh | 4,420 | $112.9K | <0.01% | 0.0% |
| 174 | PRIVATE NA#174 · 3,971 sh | 3,971 | $101.5K | — | +398.2% |
| 175 | Rockefeller Capital Management L.P.#175 · 3,279 sh | 3,279 | $83.8K | <0.01% | +74.1% |
| 176 | LRI Investments#176 · 3,168 sh | 3,168 | $80.9K | <0.01% | +1.9% |
| 177 | Buck Wealth Strategies#177 · 3,036 sh | 3,036 | $77.6K | <0.01% | New |
| 178 | SECURITY NATIONAL BANK OF SO DAK#178 · 2,687 sh | 2,687 | $68.7K | 0.03% | New |
| 179 | BAYBAN#179 · 2,434 sh | 2,434 | $62.2K | 0.05% | 0.0% |
| 180 | ASSETMARK#180 · 2,040 sh | 2,040 | $52.1K | — | 0.0% |
| 181 | Archer Investment#181 · 1,889 sh | 1,889 | $48.3K | <0.01% | 0.0% |
| 182 | JPL Wealth Management#182 · 1,472 sh | 1,472 | $37.6K | <0.01% | New |
| 183 | HAGER INVESTMENT MANAGEMENT SERVICES#183 · 1,445 sh | 1,445 | $36.9K | 0.02% | New |
| 184 | SIGNATUREFD#184 · 1,440 sh | 1,440 | $36.8K | — | New |
| 185 | ROTHSCHILD INVESTMENT#185 · 1,417 sh | 1,417 | $36.2K | <0.01% | +1.9% |
| 186 | Farther Finance Advisors#186 · 1,400 sh | 1,400 | $35.5K | — | 0.0% |
| 187 | Westfuller Advisors#187 · 1,354 sh | 1,354 | $34.6K | 0.01% | +2.0% |
| 188 | OF VERMONT#188 · 1,203 sh | 1,203 | $30.7K | — | — |
| 189 | Union Bankshares#189 · 1,175 sh | 1,175 | $30.0K | <0.01% | 0.0% |
| 190 | Institute for Wealth Management#190 · 1,119 sh | 1,119 | $28.6K | <0.01% | New |
| 191 | ATWOOD & PALMER#191 · 1,057 sh | 1,057 | $27.0K | — | 0.0% |
| 192 | Millstone Evans Group#192 · 1,036 sh | 1,036 | $26.5K | 0.01% | +1.9% |
| 193 | SRS Capital Advisors#193 · 970 sh | 970 | $24.8K | <0.01% | New |
| 194 | BlackRock#194 · 963 sh | 963 | $24.6K | 0.00% | +388.8% |
| 195 | Caldwell#195 · 963 sh | 963 | $24.6K | <0.01% | -50.0% |
| 196 | Larson Financial Group#196 · 886 sh | 886 | $22.6K | <0.01% | -27.4% |
| 197 | Napier Financial#197 · 669 sh | 669 | $17.1K | <0.01% | New |
| 198 | Dunhill Financial#198 · 644 sh | 644 | $16.5K | <0.01% | +1.9% |
| 199 | CREATIVE FINANCIAL DESIGNS#199 · 645 sh | 645 | $16.5K | <0.01% | New |
| 200 | Bangor Savings Bank#200 · 633 sh | 633 | $16.2K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.