Industry n/a · SIC —
ADAMS DIVERSIFIED EQUITY FUND, INC.
ADX
Latest revenue
—
as of —
Latest net income
—
as of —
Net margin
—
as of —
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think ADX is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 7.5%
- 52-wk high
- $25.70
- 52-wk low
- $20.65
- Beta
- —
- Shares out
- —
5-year trend
About ADX
Business description and risk factors will appear here once ADX's latest filing is fully ingested.
Earnings tracker
Not enough quarterly history for ADX yet to draw an earnings tracker.
Industry trend
Industry · SIC —
Your notes
Keep private notes on ADX — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$7.5K
Insider selling
$0
Net activity
+$7.5K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ADX
Institutional value
$191.0M
Total shares held
9.0M
Distinct holders
146
-51 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Bensler, LLC | 1.1M | $23.1M | +67.2K (+6.8%) | Added |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 894.2K | $19.6M | -30.1K (-3.3%) | Trimmed |
| 3 | STIFEL FINANCIAL CORP | 417.5K | $9.1M | +14.1K (+3.5%) | Added |
| 4 | LPL Financial LLC | 387.1K | $8.5M | -45.5K (-10.5%) | Trimmed |
| 5 | Allspring Global Investments Holdings, LLC | 382.3K | $8.4M | -18.4K (-4.6%) | Trimmed |
| 6 | Waterfront Wealth Inc. | 379.7K | $8.3M | -5.6K (-1.5%) | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | 291.4K | $6.4M | +70.7K (+32.0%) | Added |
| 8 | GatePass Capital, LLC | 289.0K | $6.3M | -9.8K (-3.3%) | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 271.5K | $6.1M | -159.5K (-37.0%) | Trimmed |
| 10 | ARQ WEALTH ADVISORS, LLC | 225.2K | $4.9M | +16.3K (+7.8%) | Added |
| 11 | UMB Bank, n.a. | 208.1K | $4.6M | -5.7K (-2.7%) | Trimmed |
| 12 | Kestra Advisory Services, LLC | 202.0K | $4.4M | +4.8K (+2.4%) | Added |
| 13 | Uncommon Cents Investing LLC | 181.9K | $4.0M | -3.1K (-1.7%) | Trimmed |
| 14 | ROBERTS GLORE & CO INC /IL/ | 157.8K | $3.5M | +13.1K (+9.1%) | Added |
| 15 | Cetera Investment Advisers | 146.8K | $3.2M | -3.8K (-2.5%) | Trimmed |
| 16 | D.A. DAVIDSON & CO. | 145.8K | $3.2M | +14.8K (+11.3%) | Added |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 141.9K | $3.1M | — | New |
| 18 | GENERAL AMERICAN INVESTORS CO INC | 131.1K | $2.9M | +0 (+0.0%) | No change |
| 19 | UBS Group AG | 110.8K | $2.4M | +38.5K (+53.3%) | Added |
| 20 | Providence Wealth Advisors, LLC | 99.0K | $2.2M | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ADX's latest filing finishes processing.
Sign in to vote. Votes use 7-day half-life decay.
Sign in to tap. 7-day half-life decay.