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CAMX Institutional Ownership

Cambiar Aggressive Value ETF
1W: -1.3% 1M: -6.3% 3M: -5.6% YTD: +4.6% 1Y: +6.3% 3Y: +38.1%
$33.19
+0.00 (+0.00%)
 
Weekly Expected Move ±1.7%
$32 $33 $33 $34 $34
ETF AMEX · AUM $62.2M

Institutional Ownership — CAMX

12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
2
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CAMBIAR INVESTORS LLC 397,673 13M — +0.0% 12Q SEC ↗
2 CDKV HOLDINGS LLC 18,328 608K -826 -4.3% 3Q SEC ↗
3 Kohmann Bosshard Financial Services, L 11,482 381K — +0.0% 13Q SEC ↗
4 WADDELL & ASSOCIATES, LLC 10,604 352K — +0.0% 14Q SEC ↗
5 Advisory Advocates, LLC 8,170 271K — +0.0% 3Q SEC ↗
6 JANE STREET GROUP, LLC NEW 7,003 232K — +0.0% 1Q SEC ↗
7 UBS Group AG 355 12K +161 +83.0% 10Q SEC ↗
8 MERCER GLOBAL ADVISORS INC /ADV NEW 242 8K — +0.0% 1Q SEC ↗
9 MORGAN STANLEY 118 4K — +0.0% 14Q SEC ↗
10 Key Financial Inc 44 1K — +0.0% 14Q SEC ↗
11 Kestra Advisory Services, LLC 0 0K -1,082 -100.0% 1Q SEC ↗
12 Steward Partners Investment Advisory, 0 0K -10,868 -100.0% 13Q SEC ↗
13 ROYAL BANK OF CANADA 0 0K -243 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
JANE STREET GROUP, LLC 7,003 232K
MERCER GLOBAL ADVISORS INC /ADV 242 8K
Sold Out (3)
HolderPrev SharesPrev Value
Steward Partners Investment Advisor 10,868 361K
Kestra Advisory Services, LLC 1,082 36K
ROYAL BANK OF CANADA 243 8K
Biggest Increases (1)
HolderAddedChange %Total Shares
UBS Group AG +161 +83.0% 355
Biggest Decreases (1)
HolderReducedChange %Total Shares
CDKV HOLDINGS LLC -826 -4.3% 18,328

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms