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ADX ADAMS DIVERSIFIED EQUITY

2026Q2 · CUSIP 006212104 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
212
Institutions that reported holding it to the SEC
Net increase in holders
+10
Last quarter 202 → now 212
How unusual is that
Above average
Stronger buying than 69% of US stocks
What the filings say, in one paragraph

212 funds held ADX at the end of 2026Q2, up 10 from the quarter before. Fund flows are within the usual range — nothing unusual. ADX has had 2 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=62 2013Q4: holders=65 2014Q1: holders=69 2014Q2: holders=78 2014Q3: holders=77 2014Q4: holders=80 2015Q1: holders=78 2015Q2: holders=76 2015Q3: holders=81 2015Q4: holders=86 2016Q1: holders=89 2016Q2: holders=87 2016Q3: holders=93 2016Q4: holders=96 2017Q1: holders=89 2017Q2: holders=89 2017Q3: holders=93 2017Q4: holders=104 2018Q1: holders=107 2018Q2: holders=111 2018Q3: holders=123 2018Q4: holders=116 2019Q1: holders=109 2019Q2: holders=115 2019Q3: holders=110 2019Q4: holders=120 2020Q1: holders=123 2020Q2: holders=123 2020Q3: holders=122 2020Q4: holders=138 2021Q1: holders=134 2021Q2: holders=142 2021Q3: holders=137 2021Q4: holders=158 2022Q1: holders=145 2022Q2: holders=145 2022Q3: holders=150 2022Q4: holders=167 2023Q1: holders=158 2023Q2: holders=165 2023Q3: holders=155 2023Q4: holders=159 2024Q1: holders=160 2024Q2: holders=160 2024Q3: holders=170 2024Q4: holders=185 2025Q1: holders=179 2025Q2: holders=188 2025Q3: holders=196 2025Q4: holders=203 2026Q1: holders=202 2026Q2: holders=212 -21 -10.5 +0 +10.5 +21 55139223 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2020Q1 Top 20% — —
2018Q3 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
73
Change in large funds
+2
Total value they hold
$523M
Funds buying for the first time
34
Funds that sold out entirely
24
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.