CALAMOS ETF TR (CBOL)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
5
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CGN Advisors LLC | $525.2K | 22,496 | 0.04% | 2q | HELD |
| ATX Financial Planning, LLC | $361.1K | 15,467 | 0.24% | 2q | +27.8%+$78.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $313.5K | 13,431 | 0.00% | 2q | +12.8%+$35.6K |
| JANE STREET GROUP, LLC | $285.9K | 12,248 | 0.00% | 3q | -14.3%-$47.6K |
| Regatta Research & Money Management | $130.7K | 5,600 | 0.12% | new | FIRST |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $1.6M | 69,242 | 0 | 2 | 1 | 0.0% |
| Q1 2026 | 4 | $1.4M | 60,740 | 3 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $979.8K | 40,972 | 1 | 0 | 0 | 0.0% |