CAMX · Cambiar Aggressive Value ETF ETF
$35.67
-0.14 (-0.39%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $534,654
Total Shares: 15,646
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
52.2%
−34.5 pts
Top 5
100.0%
+1.9 pts
Top 10
100.0%
0.0 pts
HHI
4,736
Highly concentrated−2,823
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
7
Unchanged
2
Holder count:
-6
Institutional value:
-96.2%
Shares held:
-96.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +161 | 355 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 7,003 | $239,306 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid CAMBIAR INVESTORS LLC | 397,673 | $12,331,839 | |
| Micro CDKV HOLDINGS LLC | 19,154 | $593,965 | |
| Micro Kohmann Bosshard Financial Services, LLC | 11,482 | $356,056 | |
| Large Steward Partners Investment Advisory, LLC | 10,868 | $337,016 | |
| Mid WADDELL & ASSOCIATES, LLC | 10,604 | $328,830 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Micro Advisory Advocates, LLC | $279,185 | 52.22% | 8,170 | Shares | 2026-08-10 | |
| Mega JANE STREET GROUP, LLC | $239,306 | 44.76% | 7,003 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $12,131 | 2.27% | 355 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $4,032 | 0.75% | 118 | Shares | 2026-08-13 |