11 institutions reported holding $15.5M of ADVISORS INNER CIRCLE FD (CAMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAMBIAR INVESTORS LLC ($13.6M), CDKV HOLDINGS LLC ($626,289), Kohmann Bosshard Financial Services, LLC ($392,362), WADDELL & ASSOCIATES, LLC ($362,359), Advisory Advocates, LLC ($279,184). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CAMBIAR INVESTORS LLC | $13.6M | 397,673 | Hold |
| 2 | CDKV HOLDINGS LLC | $626,289 | 18,328 | Trimmed |
| 3 | Kohmann Bosshard Financial Services, LLC | $392,362 | 11,482 | Hold |
| 4 | WADDELL & ASSOCIATES, LLC | $362,359 | 10,604 | Hold |
| 5 | Advisory Advocates, LLC | $279,184 | 8,170 | Hold |
| 6 | JANE STREET GROUP, LLC | $239,306 | 7,003 | New |
| 7 | UBS Group AG | $12,131 | 355 | Added |
| 8 | MORGAN STANLEY | $4,032 | 118 | Hold |
| 9 | Key Financial Inc | $1,486 | 44 | Hold |
| 10 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
| 11 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30