Adams Diversified Equity Fund
ADX · NYSE
$25.32−$0.16 (−0.63%)TodayMarket closed ·
Prev close $25.48
Who owns ADX
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 10.5% of ADX’s shares.
- Lazard Asset Management, L.L.C.2.6%
- Bergstrom (Erik H)2.3%
- Bensler, LLC0.9%
- Cohen & Steers Capital Management, Inc.0.9%
- Next 6 largest institutions3.9%
- All other shareholders89.5%
| Holder | Shares | % of shares |
|---|---|---|
| Lazard Asset Management, L.L.C. | 3.21M | 2.57% |
| Bergstrom (Erik H) | 2.82M | 2.26% |
| Bensler, LLC | 1.13M | 0.90% |
| Cohen & Steers Capital Management, Inc. | 1.10M | 0.88% |
| LPL Financial LLC | 1.02M | 0.81% |
| RBC Capital Markets Wealth Management | 948.81K | 0.76% |
| Raymond James Financial Services Advisors, Inc. | 877.76K | 0.70% |
| Blue Bell Private Wealth Management, LLC | 846.40K | 0.68% |
| Morgan Stanley Smith Barney LLC | 742.53K | 0.59% |
| Wealth Enhancement Advisory Services, LLC | 430.95K | 0.34% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Cohen & Steers Closed End Opportunity Fund | 990.86K | 0.79% |
Short interest
Settled Sep 30, 2026
- Shares short
- 1.29M
- Days to cover
- 5.57
- % of shares outstanding
- 1.03%
- Average daily volume
- 231.20K
- Change since last report
- +7.9%
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