BALTIMORE, MD
ADAMS DIVERSIFIED EQUITY FUND, INC.ADX— Latest position per institution from SEC 13F filings
15
Institutional holders
16.08M
Total shares held
357.03M
Estimated value
803.89K
Avg. position size
LAZARD ASSET MANAGEMENT LLC
CIK 1207017
Shares
3.21M
Value
81.97M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
1.34M
Value
29.87M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.32M
Value
33.69M
Filed
Jun 30, 2026
BENSLER, LLC
CIK 1965941
Shares
1.13M
Value
28.86M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.10M
Value
28.15K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.02M
Value
25.98M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
953.10K
Value
24.35M
Filed
Jun 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
846.40K
Value
21.63M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
768.74K
Value
19.64M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
555.82K
Value
11.98M
Filed
Sep 30, 2024
POTRERO CAPITAL RESEARCH LLC
CIK 1536630
Shares
442.74K
Value
9.61M
Filed
Jun 30, 2025
JONES ROAD CAPITAL MANAGEMENT, L.P.
CIK 1842361
Shares
419K
Value
7.96M
Filed
Mar 31, 2025
STIFEL FINANCIAL CORP
CIK 720672
Shares
413.32K
Value
10.56M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
401.67K
Value
10.26M
Filed
Jun 30, 2026
DUBUQUE BANK & TRUST CO
CIK 933482
Shares
383.91K
Value
6.39M
Filed
Sep 30, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
382.30K
Value
8.37M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
372.17K
Value
8.02M
Filed
Sep 30, 2024
WATERFRONT WEALTH INC.
CIK 1775210
Shares
345.42K
Value
9.02M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
343.83K
Value
7.39K
Filed
Jun 30, 2024
ARQ WEALTH ADVISORS, LLC
CIK 1811827
Shares
334.88K
Value
8.83M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 1207017 | 3.21M | 81.97M | Jun 30, 2026 |
| 2 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 1.34M | 29.87M | Sep 30, 2025 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.32M | 33.69M | Jun 30, 2026 |
| 4 | BENSLER, LLC | 1965941 | 1.13M | 28.86M | Jun 30, 2026 |
| 5 | COHEN & STEERS, INC. | 1284812 | 1.10M | 28.15K | Jun 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 1.02M | 25.98M | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 953.10K | 24.35M | Jun 30, 2026 |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 846.40K | 21.63M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 768.74K | 19.64M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 555.82K | 11.98M | Sep 30, 2024 |
| 11 | POTRERO CAPITAL RESEARCH LLC | 1536630 | 442.74K | 9.61M | Jun 30, 2025 |
| 12 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 1842361 | 419K | 7.96M | Mar 31, 2025 |
| 13 | STIFEL FINANCIAL CORP | 720672 | 413.32K | 10.56M | Jun 30, 2026 |
| 14 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 401.67K | 10.26M | Jun 30, 2026 |
| 15 | DUBUQUE BANK & TRUST CO | 933482 | 383.91K | 6.39M | Sep 30, 2023 |
| 16 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 382.30K | 8.37M | Mar 31, 2026 |
| 17 | RAYMOND JAMES & ASSOCIATES | 1084208 | 372.17K | 8.02M | Sep 30, 2024 |
| 18 | WATERFRONT WEALTH INC. | 1775210 | 345.42K | 9.02M | Jun 30, 2026 |
| 19 | SIT INVESTMENT ASSOCIATES INC | 769317 | 343.83K | 7.39K | Jun 30, 2024 |
| 20 | ARQ WEALTH ADVISORS, LLC | 1811827 | 334.88K | 8.83M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.