11 institutions reported holding $14.2M of ADVISORS INNER CIRCLE FD (CAMX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CAMBIAR INVESTORS LLC ($12.3M), CDKV HOLDINGS LLC ($593,967), Kohmann Bosshard Financial Services, LLC ($356,058), Steward Partners Investment Advisory, LLC ($337,018), WADDELL & ASSOCIATES, LLC ($328,831). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CAMBIAR INVESTORS LLC | $12.3M | 397,673 | Added |
| 2 | CDKV HOLDINGS LLC | $593,967 | 19,154 | Added |
| 3 | Kohmann Bosshard Financial Services, LLC | $356,058 | 11,482 | Hold |
| 4 | Steward Partners Investment Advisory, LLC | $337,018 | 10,868 | Hold |
| 5 | WADDELL & ASSOCIATES, LLC | $328,831 | 10,604 | Hold |
| 6 | Advisory Advocates, LLC | $253,353 | 8,170 | Hold |
| 7 | Royal Bank of Canada | $8,000 | 243 | New |
| 8 | UBS Group AG | $6,016 | 194 | Trimmed |
| 9 | MORGAN STANLEY | $3,659 | 118 | Hold |
| 10 | Key Financial Inc | $1,349 | 44 | Hold |
| 11 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31