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Adams Diversified Equity Fund, Inc.

Institutional holders · 13F as of Dec 31, 2025

203 holders

HolderValueShares% of shares
Pinnacle Wealth Planning Services, Inc.$73.6K3,158—
Scarborough Advisors, LLC$80.0K3,430—
COMERICA BANK$82.5K3,537—
IFP Advisors, Inc$101.2K4,339—
FIRST COMMUNITY TRUST NA$102.4K4,680—
First Command Advisory Services, Inc.$103.1K4,420—
Glen Eagle Advisors, LLC$114.5K4,912—
Global Retirement Partners, LLC$173.8K7,453—
US BANCORP \DE$184.5K7,911—
Allworth Financial LP$189.5K8,126—
Steward Partners Investment Advisory, LLC$197.4K8,463—
MSH Capital Advisors LLC$205.8K8,824—
Tradewinds Capital Management, LLC$206.9K8,873—
Dana Investment Advisors, Inc.$212.3K9,103—
Sequoia Financial Advisors, LLC$213.2K9,143—
Valmark Advisers, Inc.$214.5K9,797—
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$216.3K9,277—
GoalVest Advisory LLC$219.0K9,392—
Pinion Investment Advisors, LLC$219.0K9,392—
ACCREDITED INVESTOR SERVICES, LLC$221.0K9,478—
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$229.6K9,846—
CRA Financial Services, LLC$233.2K10,000—
Benchmark Financial Wealth Advisors, LLC$238.7K10,237—
TIAA TRUST, NATIONAL ASSOCIATION$239.4K10,264—
Vantage Financial Partners, LLC$241.0K10,333—
VISTA INVESTMENT PARTNERS II, LLC$242.4K10,394—
ENVESTNET ASSET MANAGEMENT INC$242.9K10,415—
Snowden Capital Advisors LLC$242.9K10,416—
SILVERLAKE WEALTH MANAGEMENT LLC$252.3K10,821—
&PARTNERS$253.0K11,559—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$253.4K10,868—
EQUITABLE HOLDINGS, INC.$254.0K10,893—
Brookstone Capital Management$254.8K10,927—
Abel Hall, LLC$261.2K11,200—
Creative Planning$272.6K11,691—
SEGALL BRYANT & HAMILL, LLC$275.7K11,970—
Bank of Montreal$277.2K11,886—
TWIN FOCUS CAPITAL PARTNERS, LLC$278.1K12,705—
FOUNDERS CAPITAL MANAGEMENT, LLC$280.9K12,046—
SMH CAPITAL ADVISORS INC$288.0K288—
FINANCIAL CONSULATE, INC$288.9K12,390—
KINGSWOOD WEALTH ADVISORS, LLC$291.1K12,484—
Harbour Wealth Management Group, Inc.$296.0K11,585—
TRUIST FINANCIAL CORP$302.5K12,971—
World Investment Advisors$311.7K13,367—
Stratos Wealth Partners, LTD.$322.7K13,839—
JPMORGAN CHASE & CO$334.4K14,339—
NewEdge Wealth, LLC$345.4K14,813—
Regions Financial Corp$364.8K16,667—
CAPTRUST FINANCIAL ADVISORS$370.5K15,889—
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