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Adams Diversified Equity Fund, Inc.

Institutional holders · 13F as of Dec 31, 2025

203 holders

HolderValueShares% of shares
Capital Investment Advisors, LLC$1.12M47,936—
GUGGENHEIM CAPITAL LLC$1.17M53,237—
Lido Advisors, LLC$1.22M47,809—
Savant Capital, LLC$1.23M52,639—
Koshinski Asset Management, Inc.$1.36M58,527—
Ancora Advisors LLC$1.37M58,543—
MEANS INVESTMENT CO., INC.$1.46M62,535—
MERCER GLOBAL ADVISORS INC /ADV$1.49M63,837—
Diversified Trust Co$1.49M64,058—
Corient Private Wealth LLC$1.50M64,232—
HighTower Advisors, LLC$1.51M64,919—
Concurrent Investment Advisors, LLC$1.57M67,117—
Waverly Advisors, LLC$1.57M67,360—
UBS Group AG$1.69M72,289—
Westbourne Investment Advisors, Inc.$1.73M74,200—
COMMONWEALTH EQUITY SERVICES, LLC$1.74M74,525—
PMG Family Office LLC$1.86M79,675—
EVOLVE PRIVATE WEALTH, LLC$1.93M82,802—
Focus Partners Wealth$2.28M97,602—
Providence Wealth Advisors, LLC$2.32M98,953—
AMERIPRISE FINANCIAL INC$2.70M115,679—
JONES FINANCIAL COMPANIES LLLP$2.82M120,905—
Integrated Wealth Concepts LLC$2.87M123,048—
GENERAL AMERICAN INVESTORS CO INC$3.06M131,124—
D.A. DAVIDSON & CO.$3.19M145,800—
ROBERTS GLORE & CO INC /IL$3.45M157,823—
Cetera Investment Advisers$3.51M150,522—
Shaker Financial Services, LLC$3.83M164,389—
FCA CORP /TX$4.03M184,138—
OSAIC HOLDINGS, INC.$4.23M181,543—
Uncommon Cents Investing LLC$4.31M185,011—
Kestra Advisory Services, LLC$4.60M197,227—
RB Capital Management, LLC$4.86M208,462—
ARQ WEALTH ADVISORS, LLC$4.87M208,810—
UMB Bank, n.a.$4.99M213,801—
WELLS FARGO & COMPANY/MN$5.15M220,720—
INTREPID FAMILY OFFICE LLC$6.23M267,262—
BANK OF AMERICA CORP /DE$6.56M281,288—
Hennion & Walsh Asset Management, Inc.$6.72M288,014—
GatePass Capital, LLC$6.97M298,780—
Advisors Asset Management, Inc.$8.73M398,930—
Waterfront Wealth Inc.$8.97M385,316—
Allspring Global Investments Holdings, LLC$9.34M400,716—
STIFEL FINANCIAL CORP$9.41M403,432—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.09M430,951—
1607 Capital Partners, LLC$11.86M508,536—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$19.57M894,195—
Royal Bank of Canada$21.46M980,325—
Bensler, LLC$23.03M987,718—
LPL Financial LLC$25.98M1,016,997—
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