ADVISORS INNER CIRCLE FD (CAMX)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
10
Reporting holders
$15.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS LLC | $13.6M | 397,673 | 0.59% | 12q | HELD |
| CDKV HOLDINGS LLC | $626.3K | 18,328 | 0.49% | 3q | -4.3%-$28.2K |
| Kohmann Bosshard Financial Services, LLC | $392.4K | 11,482 | 0.03% | 13q | HELD |
| WADDELL & ASSOCIATES, LLC | $362.4K | 10,604 | 0.02% | 14q | HELD |
| Advisory Advocates, LLC | $279.2K | 8,170 | 0.24% | 3q | HELD |
| JANE STREET GROUP, LLC | $239.3K | 7,003 | 0.00% | new | NEW |
| UBS Group AG | $12.1K | 355 | 0.00% | 10q | +83.0%+$5.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.3K | 242 | 0.00% | new | NEW |
| MORGAN STANLEY | $4.0K | 118 | 0.00% | 14q | HELD |
| Key Financial Inc | $1.5K | 44 | 0.00% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $15.5M | 454,019 | 2 | 1 | 1 | 0.0% |
| Q1 2026 | 10 | $14.2M | 458,550 | 1 | 2 | 1 | 0.0% |
| Q4 2025 | 10 | $14.3M | 455,034 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 9 | $3.0M | 95,507 | 1 | 0 | 3 | 0.0% |
| Q2 2025 | 10 | $5.7M | 179,886 | 3 | 0 | 0 | 0.0% |
| Q1 2025 | 7 | $5.1M | 168,857 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 8 | $5.2M | 176,586 | 0 | 3 | 0 | 0.0% |
| Q3 2024 | 9 | $5.7M | 188,254 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 9 | $6.2M | 218,192 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 8 | $5.4M | 183,812 | 2 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $4.4M | 165,145 | 0 | 2 | 1 | 0.0% |
| Q3 2023 | 8 | $3.8M | 155,467 | 2 | 0 | 0 | 0.0% |
| Q2 2023 | 8 | $1.1M | 45,829 | 2 | 0 | 1 | 0.0% |
| Q1 2023 | 7 | $898.9K | 38,255 | 7 | 0 | 0 | 0.0% |