Across its top 20 institutional holders, ADAM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$118.1M

Total Buy Value

$217.0M

Total Sell Value

New buy29

Trim53

Add68

Sold out28

Net Buyers

Net Sellers

Smart Money Convergence

ADAM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/ADAM

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

649604840

FAQ

Who are the top institutional investors holding ADAMAS TRUST INC (ADAM)?

Major stakeholders currently include BlackRock, Inc. ($97.7M), Vanguard Capital Management LLC ($27.9M), State Street CORP ($25.4M). Based on the latest 13F filings, there are a total of 187 tracked investment funds and institutions maintaining positions in ADAM.

What is the overall institutional sentiment toward ADAM recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $43.4M, driven by 97 managers accumulating shares while 81 reduced their exposure.

Which institutions have been selling or reducing their ADAM positions?

In the latest period, 53 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $217.0M.

Are there any notable investors adding ADAM to their portfolios?

Yes, buying activity remains notable. 29 institutions opened new positions in {ticker}, and 68 existing holders added to their shares. The total reported buy value for the quarter amounted to $118.1M.

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Developer Access

Access ADAM's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/ADAM

CLI

npx alphasmo stocks get ADAM

Full API & MCP documentation →