ADAMS DIVERSIFIED EQUITY FD

$ADX

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Institutional coverage

204 13F filers hold $ADX.

13F holders

204

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 204 · Source: 13F-HR

Spinnaker Capital Ltd.

Kaydan Wealth Management, Inc.

2.38% of portfolio

1,054,967 sh

VR Advisory Services Ltd

2.81% of portfolio

894,195 sh

Flow State Investments, L.P.

0.23% of portfolio

602,392 sh

Sheaff Brock Investment Advisors, LLC

0.01% of portfolio

589,665 sh

Barrow Hanley Mewhinney & Strauss LLC

0.01% of portfolio

417,542 sh

Regions Financial Corp.

0.15% of portfolio

398,930 sh

Taconic Capital Advisors LP

—

387,092 sh

Strategic Planning Group, LLC

0.01% of portfolio

382,304 sh

See all 204 13F holders · Pro →

Insider activity · last 90 days

4 transactions · 1 filers

02 Feb 2026

Kerns Janis F. —

▲ BOUGHT

$23.30

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

100

$23.23

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

107

$23.23

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

107

$23.24

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ADX in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:33 UTC.