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Institutional Holders of ADX

There is a long list of 156 institutional holders of ADX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ADX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ADX table below, the initial column indicates the name of each top institutional holder of ADX, with a link to that fund's top holdings. The next columns indicate the amount of ADX stock held by each of the institutional holders of ADX, followed by the ADX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Saba Capital Management L.P.7,564,945$133,975 12/31/2023
     ADX7,564,945$133,975 12/31/2023
Lazard Asset Management LLC4,122,687$73,012 12/31/2023
     ADX4,122,687$73,012 12/31/2023
Morgan Stanley2,774,991$49,145 12/31/2023
     ADX2,774,991$49,145 12/31/2023
1607 Capital Partners LLC1,998,821$35,399 12/31/2023
     ADX1,998,821$35,399 12/31/2023
Allspring Global Investments Holdings LLC1,630,212$31,822 03/31/2024
     ADX1,630,212$31,822 03/31/2024
Blue Bell Private Wealth Management LLC1,245,867$24,319 03/31/2024
     ADX1,245,867$24,319 03/31/2024
Cohen & Steers Inc.1,212,034$21,465 12/31/2023
     ADX1,212,034$21,465 12/31/2023
Cornerstone Advisors LLC1,127,545$19,969 12/31/2023
     ADX1,127,545$19,969 12/31/2023
Potrero Capital Research LLC852,231$15,093 12/31/2023
     ADX852,231$15,093 12/31/2023
Raymond James Financial Services Advisors Inc.551,925$10,774 03/31/2024
     ADX551,925$10,774 03/31/2024
Bensler LLC513,767$10,029 03/31/2024
     ADX513,767$10,029 03/31/2024
Pathstone Holdings LLC560,142$9,920 12/31/2023
     ADX560,142$9,920 12/31/2023
Raymond James & Associates479,859$9,367 03/31/2024
     ADX479,859$9,367 03/31/2024
Wealth Enhancement Advisory Services LLC407,538$7,955 03/31/2024
     ADX407,538$7,955 03/31/2024
Bank of America Corp DE407,065$7,209 12/31/2023
     ADX407,065$7,209 12/31/2023
Waterfront Wealth Inc.399,216$7,070 12/31/2023
     ADX399,216$7,070 12/31/2023
Priebe Wealth Holdings LLC359,850$7,024 03/31/2024
     ADX359,850$7,024 03/31/2024
HTLF Bank359,131$7,010 03/31/2024
     ADX359,131$7,010 03/31/2024
Royal Bank of Canada365,808$6,478 12/31/2023
     ADX365,808$6,478 12/31/2023
Prevail Innovative Wealth Advisors LLC312,038$5,526 12/31/2023
     ADX312,038$5,526 12/31/2023
Integrated Wealth Concepts LLC225,389$3,992 12/31/2023
     ADX225,389$3,992 12/31/2023
FCA Corp TX225,210$3,988 12/31/2023
     ADX225,210$3,988 12/31/2023
Uncommon Cents Investing LLC195,447$3,815 03/31/2024
     ADX195,447$3,815 03/31/2024
Stifel Financial Corp210,982$3,736 12/31/2023
     ADX210,982$3,736 12/31/2023
Advisors Asset Management Inc.203,542$3,605 12/31/2023
     ADX203,542$3,605 12/31/2023
RB Capital Management LLC182,650$3,235 12/31/2023
     ADX182,650$3,235 12/31/2023
Kestra Advisory Services LLC181,643$3,217 12/31/2023
     ADX181,643$3,217 12/31/2023
General American Investors Co. Inc.169,819$3,007 12/31/2023
     ADX169,819$3,007 12/31/2023
City of London Investment Management Co. Ltd.157,686$2,793 12/31/2023
     ADX157,686$2,793 12/31/2023
Karpus Management Inc.155,000$2,745 12/31/2023
     ADX155,000$2,745 12/31/2023
MinichMacGregor Wealth Management LLC133,730$2,610 03/31/2024
     ADX133,730$2,610 03/31/2024
D.A. Davidson & CO.139,217$2,466 12/31/2023
     ADX139,217$2,466 12/31/2023
Advisor Group Holdings Inc.124,743$2,209 12/31/2023
     ADX124,743$2,209 12/31/2023
Wells Fargo & Company MN123,800$2,192 12/31/2023
     ADX123,800$2,192 12/31/2023
LPL Financial LLC113,789$2,015 12/31/2023
     ADX113,789$2,015 12/31/2023
Hennion & Walsh Asset Management Inc.102,833$2,007 03/31/2024
     ADX102,833$2,007 03/31/2024
Cetera Advisor Networks LLC112,338$1,990 12/31/2023
     ADX112,338$1,990 12/31/2023
Stolper Co95,357$1,861 03/31/2024
     ADX95,357$1,861 03/31/2024
Diversified Trust Co91,015$1,777 03/31/2024
     ADX91,015$1,777 03/31/2024
Ancora Advisors LLC99,196$1,757 12/31/2023
     ADX99,196$1,757 12/31/2023
Thrivent Financial for Lutherans98,915$1,752 12/31/2023
     ADX98,915$1,752 12/31/2023
Qube Research & Technologies Ltd96,971$1,717 12/31/2023
     ADX96,971$1,717 12/31/2023
Landscape Capital Management L.L.C.94,934$1,681 12/31/2023
     ADX94,934$1,681 12/31/2023
Twin Focus Capital Partners LLC94,375$1,671 12/31/2023
     ADX94,375$1,671 12/31/2023
Quantedge Capital Pte Ltd90,720$1,607 12/31/2023
     ADX90,720$1,607 12/31/2023
Commonwealth Equity Services LLC76,195$1,487 03/31/2024
     ADX76,195$1,487 03/31/2024
Roberts Glore & Co. Inc. IL82,284$1,457 12/31/2023
     ADX82,284$1,457 12/31/2023
Koshinski Asset Management Inc.72,713$1,288 12/31/2023
     ADX72,713$1,288 12/31/2023
Global Endowment Management LP67,979$1,204 12/31/2023
     ADX67,979$1,204 12/31/2023
Capital Investment Advisors LLC60,452$1,180 03/31/2024
     ADX60,452$1,180 03/31/2024

See All: Funds Holding ADX
See Details: Top 10 Hedge Funds Holding ADX
Also See: ADX Insider Buying
Also See: ADX Holdings Changes

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