ADAMS DIVERSIFIED EQUITY FD

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 204 13F holders · Pro →

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

4 transactions · 1 filers

02 Feb 2026

Kerns Janis F. —

▲ BOUGHT

$23.30

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

100

$23.23

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

107

$23.23

30 Jan 2026

Kerns Janis F. —

▲ BOUGHT

107

$23.24

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ADX in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $ADX lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $ADX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:46 UTC.