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Adams Natural Resources Fund (PEO)

CUSIP: 00548F105 | US | Financial Services · Asset Management | Small Cap | 322 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASaba Capital Management, L.P.2,054,3517.3%−231,011Oct 26, 2026118d ahead of 13F (2,269,294 sh) · −214,943
13D/ASaba Capital Management, L.P.2,054,351
7.3% of class · Oct 26, 2026−231,011
118d ahead of 13F (2,269,294 sh) · −214,943

Institutional Holders — Q3 2026

Adams Diversified Equity Fund, Inc.2,725,402
2.3% of portfolio›$75.0M
Blue Bell Private Wealth Management, LLC117,091
0.4% of portfolio›$3.2M
Whitener Capital Management, Inc.92,542
0.5% of portfolio›$2.5M
D.A. Davidson & Co.74,916
0.0% of portfolio›$2.1M
Uhlmann Price Securities, LLC71,267
0.1% of portfolio›$2.0M
Allspring Global Investments Holdings, LLC65,568
0.0% of portfolio›$1.8M
Uncommon Cents Investing Inc62,064
0.4% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC61,290
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.57,026
0.0% of portfolio›$1.6M
Burney Co/50,350
0.0% of portfolio›$1.4M
Calamos Advisors LLC45,729
0.0% of portfolio›$1.3M
Wealthcare Advisory Partners LLC44,693
0.0% of portfolio›$1.2M
Cullen Investment Group, Ltd.24,265
0.1% of portfolio›$708.0K
Commonwealth Equity Services, LLC19,941
0.0% of portfolio›$549.0K
Alta Capital Management LLC/16,000
0.0% of portfolio›$440.5K
Kestra Advisory Services, LLC14,791
0.0% of portfolio›$407.2K
Concurrent Investment Advisors, LLC14,661
0.0% of portfolio›$403.6K
SeaCrest Wealth Management, LLC12,600
0.0% of portfolio›$346.9K
JFS Wealth Advisors, LLC9,369
0.0% of portfolio›$257.9K
Searle & Co.7,974
0.1% of portfolio›$219.5K
Meridian Investment Counsel Inc.7,779
0.0% of portfolio›$214.2K
Altfest L J & Co Inc7,401
0.0% of portfolio›$203.8K
Farther Finance Advisors, LLC5,385
0.0% of portfolio›$148.2K
EverSource Wealth Advisors, LLC1,873
0.0% of portfolio›$51.6K
Hilltop National Bank1,695
0.0% of portfolio›$46.7K
Lanark Financial, Inc.1,301
0.0% of portfolio›$35.8K
Pinnacle Wealth Planning Services, Inc.1,199
0.0% of portfolio›$33.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,108
0.0% of portfolio›$30.5K
Community Financial Services Group, LLC1,100
0.0% of portfolio›$30.5K
Valley Wealth Managers, Inc.869
0.0% of portfolio›$23.9K
Barrett & Company, Inc.800
0.0% of portfolio›$22.0K
Parkside Financial Bank & Trust682
0.0% of portfolio›$18.8K
WPG Advisers, LLC601
0.0% of portfolio›$16.5K
Cape Investment Advisory, Inc.493
0.0% of portfolio›$13.6K
Private Wealth Management Group, LLC298
0.0% of portfolio›$8.2K
Mosley Wealth Management89
0.0% of portfolio›$2.6K
Root Financial Partners, LLC36
0.0% of portfolio›$991
StyleTurnoverLocationFiled
Adams Diversified Equity Fund, Inc.
2,725,402$75.0M2.3%MomentumMediumBaltimore, MD2026-10-21
Blue Bell Private Wealth Management, LLC
117,091$3.2M0.4%YieldVery LowBlue Bell, PA2026-10-29
Whitener Capital Management, Inc.
92,542$2.5M0.5%CoreVery LowRocky Mount, NC2026-10-15
D.A. Davidson & Co.
74,916$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Uhlmann Price Securities, LLC
71,267$2.0M0.1%Agg GrowthLowSkokie, IL2026-11-03
Allspring Global Investments Holdings, LLC
65,568$1.8M0.0%CoreMediumCharlotte, NC2026-11-04
Uncommon Cents Investing Inc
62,064$1.7M0.4%ValueVery LowJanesville, WI2026-10-20
Wealth Enhancement Advisory Services, LLC
61,290$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
57,026$1.6M0.0%ETFLowFairfield, IA2026-11-02
Burney Co/
50,350$1.4M0.0%GARPMediumReston, VA2026-10-15
Calamos Advisors LLC
45,729$1.3M0.0%GrowthMediumNaperville, IL2026-11-02
Wealthcare Advisory Partners LLC
44,693$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Cullen Investment Group, Ltd.
24,265$708.0K0.1%CoreLowLafayette, LA2026-10-13
Commonwealth Equity Services, LLC
19,941$549.0K0.0%ETFLowWaltham, MA2026-11-02
Alta Capital Management LLC/
16,000$440.5K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Kestra Advisory Services, LLC
14,791$407.2K0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
14,661$403.6K0.0%GrowthMediumTampa, FL2026-10-16
SeaCrest Wealth Management, LLC
12,600$346.9K0.0%GrowthLowPurchase, NY2026-10-21
JFS Wealth Advisors, LLC
9,369$257.9K0.0%ETFVery LowHermitage, PA2026-11-03
Searle & Co.
7,974$219.5K0.1%CoreLowGreenwich, CT2026-11-04
Meridian Investment Counsel Inc.
7,779$214.2K0.0%GARPLowLafayette, CA2026-10-14
Altfest L J & Co Inc
7,401$203.8K0.0%ETFHighNew York, NY2026-10-27
Farther Finance Advisors, LLC
5,385$148.2K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
1,873$51.6K0.0%CoreMediumBirmingham, AL2026-11-04
Hilltop National Bank
1,695$46.7K0.0%CoreLowCasper, WY2026-10-14
Lanark Financial, Inc.
1,301$35.8K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Wealth Planning Services, Inc.
1,199$33.0K0.0%GARPLowMansfield, OH2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,108$30.5K0.0%GrowthVery LowBoston, MA2026-10-23
Community Financial Services Group, LLC
1,100$30.5K0.0%GrowthLowNewport, VT2026-10-15
Valley Wealth Managers, Inc.
869$23.9K0.0%GARPMediumParamus, NJ2026-10-09
Barrett & Company, Inc.
800$22.0K0.0%ETFLowProvidence, RI2026-10-22
Parkside Financial Bank & Trust
682$18.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
WPG Advisers, LLC
601$16.5K0.0%CoreLowBaltimore, MD2026-10-27
Cape Investment Advisory, Inc.
493$13.6K0.0%ETFLowMcdonough, GA2026-10-13
Private Wealth Management Group, LLC
298$8.2K0.0%ETFLowPrinceton, NJ2026-10-19
Mosley Wealth Management
89$2.6K0.0%ETFHighAnaheim, CA2026-10-16
Root Financial Partners, LLC
36$9910.0%ETFMediumEncinitas, CA2026-10-21