$ADIG

$16.36 +$0.13 (0.8%) Close

$ADIG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 75.9M shares outstanding

Who owns ADIG?

By type of holder

Institutions 0.0% Insiders 0.1% Everyone else 99.9%

Concentration Top 2 holders own 0.1%

Carlet Michael 0.1% · Compass Financial Management LLC 0.0%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+80

by institutions in Q2 2026

New / sold out

1 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Compass Financial Management LLC NEW +80

Biggest sellers in Q2 2026

None.

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.65M

9 notices from 1 person

Shares covered

270.7K

0.36% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jay Geldmacher Former rezi ceo $5.65M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for ADI Global Distribution Inc..

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

—

of institutional shares changed hands

Top 10 managers, median time held

0 quarters

Super Investors

Investment managers reporting ADIG on Form 13F

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CF Compass Financial Management LLC	80	0.00%	NEW		Q2 '26	0.0%
Shares held by quarter Peak holding80 (Q2'26) Change over 8 quarters+80 Share of the company0.000% Compass Financial Management LLC's full portfolio →

Compass Financial Management LLC

% of company

0.00%

Change vs last qtr

NEW

Held since

Q2 '26

Institutional Funds

Mutual funds and ETFs reporting ADIG on Form N-PORT; together they hold 2.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SA Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II	$13.6M	623.7K	0.82%	0.01%	August 31, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$7.42M	339.4K	0.45%	0.02%	August 31, 2026

Strategic Advisers Fidelity U.S. Total Stock Fund

Fidelity Rutland Square Trust II

Position value

$13.6M

% of company

0.82%

% of the fund

0.01%

As of

August 31, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$7.42M

% of company

0.45%

% of the fund

0.02%

As of

August 31, 2026

11 more funds behind a free account

See every fund holding ADI Global Distribution Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CM Carlet Michael Insider	40.3K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Carlet Michael's insider activity →

Carlet Michael

Insider

40.3K

% of company

0.05%

Change vs last qtr

—

Held since

—

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