ADAM

Adamas Trust Inc$8.98 1.32%
Real EstateUSCUSIP 649604840· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
133
+5 QoQ
13F Value (tracked)
$351.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
10
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)23 adding · 13 trimming
Insider net (180d)$0

Price & smart-money activity

$8.98 1.32%5Y -52.3%
$4.20$8.13$12.06$15.99$19.922021202220232024202520261132201815251622212126141724221926192925342425273326
Hover for who · click for detailEnd-of-day closing prices52w $6.33 – $9.20
Build

Use ADAM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns ADAM

This stock page is the Follow view. The Build view lets your agent query ADAM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ADAM"
Ask your agent
Use Arkolith to show who owns ADAM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

133 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$97.7M
13.3M
−1.1%
Reduced · −150K sh
Q1 2026
2VANGUARD GROUP INC
$44.1M
6.0M
−1.1%
Reduced · −65K sh
Q4 2025
3VANGUARD CAPITAL MANAGEMENT LLC
$27.9M
3.8M
New
+3.8M sh
Q1 2026
4STATE STREET CORP
$25.4M
3.3M
+2.3%
Added · +75K sh
Q1 2026
5Allspring Global Investments Holdings, LLC
$21.1M
2.9M
−15%
Reduced · −498K sh
Q1 2026
6MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$18.9M
2.6M
+7.5%
Added · +179K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$16.5M
2.2M
+4.1%
Added · +89K sh
Q1 2026
8VANGUARD PORTFOLIO MANAGEMENT LLC
$12.1M
1.6M
New
+1.6M sh
Q1 2026
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$12.0M
1.6M
−8.6%
Reduced · −153K sh
Q1 2026
10NORTHERN TRUST CORP
$7.3M
992K
+4.4%
Added · +42K sh
Q1 2026
11MORGAN STANLEY
$5.8M
789K
−11%
Reduced · −101K sh
Q1 2026
12VANGUARD FIDUCIARY TRUST CO
$4.1M
552K
New
+552K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$3.7M
499K
+4.9%
Added · +23K sh
Q1 2026
14Bank of New York Mellon Corp
$3.6M
493K
−4.9%
Reduced · −25K sh
Q1 2026
15JPMORGAN CHASE & CO
$3.1M
429K
−26%
Reduced · −154K sh
Q1 2026
16BANK OF AMERICA CORP /DE/
$3.1M
416K
−3.8%
Reduced · −16K sh
Q1 2026
17PRINCIPAL FINANCIAL GROUP INC
$3.0M
408K
+2.0%
Added · +8K sh
Q1 2026
18Qube Research & Technologies Ltd
$2.2M
301K
+250%
Added · +215K sh
Q1 2026
19PUBLIC SECTOR PENSION INVESTMENT BOARD
$2.2M
300K
+3.2%
Added · +9K sh
Q1 2026
20JANE STREET GROUP, LLC
$2.0M
271K
+61%
Added · +102K sh
Q1 2026
21RHUMBLINE ADVISERS
$1.7M
227K
+1.5%
Added · +3K sh
Q1 2026
22AQR CAPITAL MANAGEMENT LLC
$1.7M
225K
+6.7%
Added · +14K sh
Q1 2026
23WELLS FARGO & COMPANY/MN
$1.5M
207K
−24%
Reduced · −67K sh
Q1 2026
24UBS Group AG
$1.5M
201K
−37%
Reduced · −119K sh
Q1 2026
25Legal & General Group Plc
$1.5M
197K
−9.8%
Reduced · −21K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
15
funds
Reduced
13
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jun 10, 2026Clement Michael B.DirectorOption exercise (M)19K
Jun 10, 2026Clement Michael B.DirectorOption exercise (M)19K$0
Jan 27, 2026Serrano Jason TChief Executive Officer, DirectorTax withholding (F)6K$49K
Jan 27, 2026Mah NicholasPresidentTax withholding (F)2K$19K
Jan 27, 2026Nario-Eng Kristine RimandoChief Financial OfficerTax withholding (F)751$6K
Jan 22, 2026Serrano Jason TChief Executive Officer, DirectorGrant (A)217K$0
Jan 22, 2026Mah NicholasPresidentGrant (A)127K$0
Jan 22, 2026Nario-Eng Kristine RimandoChief Financial OfficerGrant (A)62K$0
Jan 1, 2026Nario-Eng Kristine RimandoChief Financial OfficerOption exercise (M)10K$0
Jan 1, 2026Nario-Eng Kristine RimandoChief Financial OfficerOption exercise (M)12K$0
Jan 1, 2026Nario-Eng Kristine RimandoChief Financial OfficerOption exercise (M)24K$0
Jan 1, 2026Serrano Jason TChief Executive Officer, DirectorOption exercise (M)85K$0

Institutional ownership over time

134 funds+133 since Q4 2022
067134Q4 2022Q3 2023Q2 2024Q1 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $307.9M

Funds that own ADAM also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT49 funds$22.5B
AMAZON.COM INCAMZN49 funds$14.9B
ALPHABET INC-CL AGOOGL49 funds$13.5B
BROADCOM INCAVGO49 funds$11.3B
META PLATFORMS INC-CLASS AMETA49 funds$9.1B
JPMORGAN CHASE & COJPM49 funds$7.0B
ELI LILLY & COLLY49 funds$6.0B
TESLA INCTSLA49 funds$5.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B49 funds$5.2B
COSTCO WHOLESALE CORPCOST49 funds$3.6B
MASTERCARD INC - AMA49 funds$3.0B
HOME DEPOT INCHD49 funds$2.5B

Ranked by how many of ADAM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

10 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.