ADX · Insider trading · 13F holders · Congress trades
Adams Diversified Equity Fd (ADX)
Who is buying and selling ADX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ADX at a glance
- No open-market insider purchases or sales of ADX were filed in the last 90 days.
- 21 13F filers hold ADX among their 50 largest positions, worth $119.4M combined. The biggest bets by portfolio weight are Intrepid Family Office LLC (6.6%), Bensler, LLC (2.6%) and Blue Bell Private Wealth Management, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in ADX.
ADX insider trading
No open-market insider purchases or sales of ADX were filed in the last 90 days.
Who owns ADX? Hedge funds and superinvestors
21 13F filers hold ADX among their 50 largest positions, worth $119.4M combined. The biggest bets by portfolio weight are Intrepid Family Office LLC (6.6%), Bensler, LLC (2.6%) and Blue Bell Private Wealth Management, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bensler, LLCWealth manager | 2.6% | $28.9M | 1,129,607 | +7.1% shares | Q2 2026 |
| Blue Bell Private Wealth Management, LLCWealth manager | 2.4% | $20.4M | 794,851 | -6.1% shares | Q3 2026 |
| Waterfront Wealth Inc.Wealth manager | 1.4% | $9.0M | 345,424 | -9.0% shares | Q2 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.1% | $9.0M | 348,665 | +4.1% shares | Q3 2026 |
| Intrepid Family Office LLCFamily office | 6.6% | $7.1M | 278,226 | +1.9% shares | Q2 2026 |
| GatePass Capital, LLCWealth manager | 2.3% | $6.0M | 235,085 | -18.6% shares | Q2 2026 |
| RB Capital Management, LLCWealth manager | 1.1% | $5.4M | 211,303 | +2.0% shares | Q2 2026 |
| Fca Corp /txInvestment manager | 1.3% | $5.1M | 200,255 | +8.8% shares | Q2 2026 |
| Uncommon Cents Investing IncWealth manager | 1.0% | $4.6M | 179,755 | -0.8% shares | Q3 2026 |
| Roberts Glore & Co Inc /il/Investment manager | 1.0% | $4.1M | 160,810 | +1.9% shares | Q2 2026 |
| Stolper CoWealth manager | 0.7% | $2.7M | 106,132 | -1.4% shares | Q3 2026 |
| Samalin Investment Counsel, LLCWealth manager | 0.9% | $2.7M | 105,829 | +62.6% shares | Q3 2026 |
| Providence Wealth Advisors, LLCWealth manager | 1.5% | $2.6M | 98,953 | +0.0% shares | Q3 2026 |
| Advisory Advocates, LLCWealth manager | 1.9% | $2.2M | 85,508 | +11.0% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 2.0% | $2.2M | 84,273 | +0.2% shares | Q3 2026 |
| Westbourne Investment Advisors, Inc.Wealth manager | 0.6% | $2.2M | 83,800 | +0.0% shares | Q3 2026 |
| Walsh & Associates, LLCWealth manager | 1.7% | $2.0M | 79,791 | +0.0% shares | Q2 2026 |
| Delta Capital Management LLCInstitutional asset manager | 0.8% | $1.6M | 63,801 | +0.0% shares | Q3 2026 |
| Concorde Asset Management, LLCWealth manager | 0.6% | $1.0M | 39,657 | — | Q2 2026 |
| Smh Capital Advisors IncInstitutional asset manager | 1.3% | $351K | 13,674 | +3.0% shares | Q3 2026 |
| Sterling Manor Financial, LLCWealth manager | 0.2% | $324K | 12,609 | +0.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 10). Screen ADX in the grand portfolio →
ADX stock trades by members of Congress
No member of Congress has disclosed a trade in ADX.
ADX questions and answers
Are insiders buying ADX stock?
No open-market insider purchases or sales of ADX were filed in the last 90 days.
Which hedge funds own ADX?
21 13F filers hold ADX among their 50 largest positions, worth $119.4M combined. The biggest bets by portfolio weight are Intrepid Family Office LLC (6.6%), Bensler, LLC (2.6%) and Blue Bell Private Wealth Management, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded ADX?
No member of Congress has disclosed a trade in ADX.
Who is the largest holder of ADX?
Among 13F filers, Bensler, LLC reports the largest ADX position, $28.9M (1,129,607 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Intrepid Family Office LLC's: 6.6% of its portfolio.
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