ADX ADAMS DIVERSIFIED EQUITY FD
FollowCOM (fund), issuer CIK 2230
Filings received so far for Q3 2026: 12 13F filers report a position in ADX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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 |
|---|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 45,790 | $1.18M | 0.03% | +854 | 13F-HRTimeline |
| RFG - Bristol Wealth Advisors, LLC | 38,512 | $989K | 0.24% | 0 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 16,597 | $426K | 0.01% | new | 13F-HRTimeline |
| Post Resch Tallon Group Inc. | 9,980 | $256K | 0.18% | +59 | 13F-HRTimeline |
| GoalVest Advisory LLC | 9,119 | $234K | 0.04% | -273 | 13F-HRTimeline |
| FIRST COMMUNITY TRUST NA | 4,680 | $120K | 0.04% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3,056 | $78.4K | <0.01% | +1,656 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 1,057 | $27.1K | <0.01% | 0 | 13F-HRTimeline |
| Bangor Savings Bank | 633 | $16.2K | <0.01% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 500 | $12.8K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 240 | $6.16K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 106 | $2.72K | <0.01% | -113 | 13F-HRTimeline |