ADX ADAMS DIVERSIFIED EQUITY FD
FollowCOM (fund), issuer CIK 2230
201 managers (202 13F filers) reported a position in ADX shares at 2025-12-31, 21,615,888 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 201
- 13F filers
- 202
- New
- 17
- Added
- 78
- Reduced
- 49
- Sold out
- 16
- Shares held by filers
- 21,615,888
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| Estate Planners Group, LLC | 0 | $7 | <0.01% | 13F-HRTimelineAmount filed as zero, left out of ratios. |