9 institutions reported holding $10.3M of ADAMS DIVERSIFIED EQUITY FD (ADX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($7.0M), MassMutual Private Wealth & Trust, FSB ($1.1M), Avior Wealth Management, LLC ($1.0M), Quad-Cities Investment Group, LLC ($741,783), Post Resch Tallon Group Inc. ($253,490). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.0M | 275,750 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $1.1M | 44,936 | Added |
| 3 | Avior Wealth Management, LLC | $1.0M | 40,263 | Added |
| 4 | Quad-Cities Investment Group, LLC | $741,783 | 29,033 | Added |
| 5 | Post Resch Tallon Group Inc. | $253,490 | 9,921 | New |
| 6 | ATWOOD & PALMER INC | $27,007 | 1,057 | Hold |
| 7 | Bangor Savings Bank | $16,173 | 633 | Hold |
| 8 | Hilltop National Bank | $8,099 | 317 | Hold |
| 9 | CoreCap Advisors, LLC | $5,595 | 219 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30