Vault-13

CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX

EQUITY FUNDS · Open-End Fund · CUSIP 14949P208

4 institutional holders +0 vs Q1 2026
5,213,3325.2m shares reported held*
$131.1mreported value*
0 new 3 added 0 reduced 0 sold out net bought ≈ $2.4m (+94.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 2Q3 23: 3Q4 23: 3Q1 24: 2Q2 24: 4Q3 24: 3Q4 24: 2Q1 25: 3Q2 25: 3Q3 25: 4Q4 25: 4Q1 26: 4Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 20232
Q3 20233
Q4 20233
Q1 20242
Q2 20244
Q3 20243
Q4 20242
Q1 20253
Q2 20253
Q3 20254
Q4 20254
Q1 20264
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 0 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 0 cut or sold outQ2 25: 3 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 2 cut or sold outQ2 26: 3 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202403
Q1 202530
Q2 202531
Q3 202531
Q4 202530
Q1 202602
Q2 202630

Biggest buyers

GREAT LAKES ADVISORS, LLC Added +53,661+53.7k
Fulton Bank, N.A. Added +40,926+40.9k
OAKWORTH CAPITAL, INC. Added +34+34

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GREAT LAKES ADVISORS, LLC 0.67% of their portfolio CHICAGO, IL 3,503,2323.5m $88.1m $88.1m 0.67% Added +53.7k +53,661
2 Fulton Bank, N.A. 1.31% of their portfolio Lancaster, PA 1,705,7251.7m $42.9m $42.9m 1.31% Added +40.9k +40,926
3 Financial Gravity Companies, Inc. 0.02% of their portfolio Lakeway, TX 4,2124.2k $105.9k $105.9k 0.02% First filing
4 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 163163 $4.1k $4.1k 0.00% Added +34 +34