ADX ADAMS DIVERSIFIED EQUITY FD
FollowCOM (fund), issuer CIK 2230
213 managers (215 13F filers) reported a position in ADX shares at 2026-06-30, 20,615,582 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 213
- 13F filers
- 215
- New
- 31
- Added
- 92
- Reduced
- 46
- Sold out
- 16
- Shares held by filers
- 20,615,582
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 367 | $9.38K | 0.01% | new | 13F-HRTimeline |
| Thomas J. Herzfeld Advisors, Inc. | 320 | $8.17K | <0.01% | +6 | 13F-HRTimeline |
| Hilltop National Bank | 317 | $8.1K | <0.01% | 0 | 13F-HRTimeline |
| SRH ADVISORS, LLC | 313 | $8K | <0.01% | 0 | 13F-HRTimeline |
| Spectrum Wealth Advisory Group, LLC | 253 | $6.48K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 219 | $5.59K | <0.01% | -41 | 13F-HRTimeline |
| Morton Brown Family Wealth, LLC | 194 | $4.96K | <0.01% | 0 | 13F-HRTimeline |
| MARYLAND CAPITAL ADVISORS INC. | 175 | $4.47K | <0.01% | 13F-HRTimeline | |
| WHITTIER TRUST CO | 105 | $2.7K | <0.01% | 0 | 13F-HRTimeline |
| Russell Investments Group, Ltd.in group Russell Investments Group, Lt… | 64 | $1.64K | <0.01% | +1 | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 20 | $511 | <0.01% | 13F-HRTimeline | |
| CITIGROUP INCin group CITIGROUP INC | 5 | $128 | <0.01% | 0 | 13F-HRTimelineGroup |
| WPG Advisers, LLC | 1 | $26 | <0.01% | -418 | 13F-HRTimeline |