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ADAM
Adamas Trust
ADAM
Market cap
$876M
Overview
Fund Trends
Fund Holders
9.75
USD
+0.05
0.52%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
9.76
+0.01
0.1%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.52%
5 days
-1.02%
1 month
2.52%
3 months
7.14%
6 months
17.9%
Year to date
31.05%
1 year
32.29%
5 years
-43.45%
10 years
-59.84%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
151
SBIA
151
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
$89K
–
–
–
152
HI
152
Harbour Investments
Madison,
Wisconsin
$88K
-$3.22K
-185
-3%
153
153
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
$87K
+$5.62K
+323
+7%
154
PCM
154
Penserra Capital Management
Orinda,
California
$84K
+$85.9K
+4,935
New
155
SPC
155
Sigma Planning Corp
Ann Arbor,
Michigan
$83K
-$4.3K
-247
-5%
156
156
HighTower Advisors
Chicago,
Illinois
$81K
-$3.17K
-182
-4%
157
CAM
157
Cresset Asset Management
Chicago,
Illinois
$78K
+$2.1K
+121
+3%
158
X
158
Xponance
Philadelphia,
Pennsylvania
$76K
-$15.4K
-883
-17%
159
159
US Bancorp
Minneapolis,
Minnesota
$74K
–
–
–
160
OSAM
160
O'Shaughnessy Asset Management
Stamford,
Connecticut
$74K
+$43.5K
+2,498
+136%
161
EWA
161
EP Wealth Advisors
Torrance,
California
$72K
–
–
–
162
LI
162
LVZ Inc
Holland,
Michigan
$70K
–
–
–
163
CG
163
Cutler Group
San Francisco,
California
$68K
-$5.92K
-340
-8%
164
ECM
164
ExodusPoint Capital Management
New York
$66K
-$1.06M
-61,173
-94%
165
CA
165
Calton & Associates
Tampa,
Florida
$66K
+$1.32K
+76
+2%
166
166
Franklin Resources
San Mateo,
California
$59K
-$8.4K
-483
-12%
167
167
Envestnet Asset Management
Chicago,
Illinois
$59K
+$1.6K
+92
+3%
168
PWPS
168
Pinnacle Wealth Planning Services
Mansfield,
Ohio
$58K
+$2.21K
+127
+4%
169
CCA
169
Catalyst Capital Advisors
Huntington,
New York
$58K
+$13.5K
+775
+29%
170
170
Mercer Global Advisors
Denver,
Colorado
$58K
+$59.1K
+3,399
New
171
CA
171
Cetera Advisors
Denver,
Colorado
$57K
–
–
–
172
SRC
172
Sage Rhino Capital
Menlo Park,
California
$56K
+$1.58K
+91
+3%
173
173
Vanguard Personalized Indexing Management
Oakland,
California
$56K
+$57.5K
+3,302
New
174
AIC
174
Ameritas Investment Company
Lincoln,
Nebraska
$55K
+$8.7K
+500
+18%
175
ACP
175
Aviance Capital Partners
Naples,
Florida
$53K
+$53.8K
+3,091
New
1
5
6
7
8
9
10
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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