Adams Diversified Equity
$25.53-1%
+$11.5M
Net Activity
-3.91% total shares
Institutions Holding
214
Popularity Rank
#2849
Avg Weight
0.18%
Total Value
$511.3M
214 institutions currently hold ADX, with 125 net buyers and 68 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
68
Net Buying Institutions
125
Top 5 by Value
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Across its top 20 institutional holders, ADX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 26/100).
ADX ranks #2849 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
ADX is a top-conviction position for Intrepid Family Office LLC — at 5.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in ADX belongs to Lazard Asset Management LLC, but the position matters far more to Intrepid Family Office LLC, who has 5.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its ADX position for two straight quarters, increasing it by $1.2M to reach $7.3M today.
CoreCap Advisors, LLC has trimmed its ADX position for two straight quarters, cutting it by $3.0K while still holding $2.7K.
ADX is down 1% today, but institutions show net buying of $11.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$50.4M
Total Buy Value
$55.1M
Total Sell Value
125
Net Buyers
68
Net Sellers
ADX
Q2 2026
Top 5 Institutional Movers
+$17.5M
-$8.7M
-$5.8M
ADX 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 2026-09-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
006212104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Access ADX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ADXCLI
npx alphasmo stocks get ADX