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Cambiar Aggressive Value ETF (CAMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambiar Investors LLC
UNCHANGED
Shares397,673 from 397,673
Change0 (0%)
Value$13.2M (-$359.2K)
Filed 2026-11-04
Cdkv Holdings LLC
DECREASED
Shares18,113 from 18,328
Change-215 (-1%)
Value$602.6K (-$23.7K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares11,482 from 11,482
Change0 (0%)
Value$382.0K (-$10.4K)
Filed 2026-11-04
Apollon Wealth Management, LLC
NEW
Shares10,868
Change+10,868
Value$361.6K
Filed 2026-10-23
Advisory Advocates, LLC
DECREASED
Shares6,359 from 8,170
Change-1,811 (-22%)
Value$211.6K (-$67.6K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.4K (-$39)
Filed 2026-11-02
Waddell & Associates, LLC
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
UBS Group AG
N/A
Shares— from 355
Change-355 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 118
Change-118 (-100%)
Value—
Status
Cambiar Investors LLC
UNCHANGED397,673397,67300%$13.6M$13.2M-$359.2K2026-11-04
Cdkv Holdings LLC
DECREASED18,11318,328-215-1%$626.3K$602.6K-$23.7K2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED11,48211,48200%$392.4K$382.0K-$10.4K2026-11-04
Apollon Wealth Management, LLC
NEW10,868—+10,868——$361.6K—2026-10-23
Advisory Advocates, LLC
DECREASED6,3598,170-1,811-22%$279.2K$211.6K-$67.6K2026-11-05
Key FInancial Inc
UNCHANGED444400%$1.5K$1.4K-$392026-11-02
Waddell & Associates, LLC
N/A—10,604-10,604-100%$362.4K———
Jane Street Group, LLC
N/A—7,003-7,003-100%$239.3K———
UBS Group AG
N/A—355-355-100%$12.1K———
Morgan Stanley
N/A—118-118-100%$4.0K———
Showing 10 of 10 institutions