CALAMOS ETF TR (CBTJ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
20
Reporting holders
$15.4M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | $7.8M | 450,072 | 0.53% | 5q | +381.1%+$6.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 145,380 | 0.00% | 6q | +420.0%+$2.0M |
| Calamos Advisors LLC | $1.3M | 74,312 | 0.00% | 3q | +38.9%+$359.5K |
| Beacon Pointe Advisors, LLC | $772.1K | 44,723 | 0.00% | 2q | HELD |
| NBZ Investment Advisors LLC | $619.1K | 35,859 | 0.24% | 6q | HELD |
| JANE STREET GROUP, LLC | $511.9K | 29,652 | 0.00% | 4q | +104.0%+$260.9K |
| DWM Financial Group, Inc. | $422.5K | 19,311 | 0.38% | new | NEW |
| Calamos Wealth Management LLC | $321.6K | 18,631 | 0.01% | 6q | -10.3%-$36.9K |
| MCDONALD PARTNERS LLC | $317.9K | 18,412 | 0.08% | 6q | HELD |
| EVEXIA WEALTH LLC | $232.9K | 13,178 | 0.06% | 3q | -9.2%-$23.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $180.8K | 10,474 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $172.8K | 10,007 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $103.6K | 6,000 | 0.00% | new | NEW |
| IFP Advisors, Inc | $95.5K | 5,530 | 0.00% | 6q | +3.0%+$2.8K |
| OSAIC HOLDINGS, INC. | $17.4K | 1,007 | 0.00% | 6q | +101.4%+$8.8K |
| Aptus Capital Advisors, LLC | $17.3K | 1,000 | 0.00% | 4q | -33.3%-$8.6K |
| Farther Finance Advisors, LLC | $17.3K | 1,000 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $6.9K | 399 | 0.00% | 6q | -45.4%-$5.7K |
| UBS Group AG | $3.6K | 208 | 0.00% | 3q | +642.9%+$3.1K |
| Betterment LLC | $948 | 54,926 | 0.00% | 6q | -34.3% |
| Cambridge Investment Research Advisors, Inc. | $584 | 33,818 | 0.00% | 5q | +105.5% |
| DHJJ Financial Advisors, Ltd. | $173 | 10 | 0.00% | 6q | -80.0% |
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 | 20 | $15.4M | 885,165 | 4 | 7 | 5 | 0.0% |
| Q1 2026 | 20 | $6.6M | 349,250 | 4 | 3 | 9 | 0.0% |
| Q4 2025 | 20 | $10.1M | 460,934 | 5 | 6 | 5 | 0.0% |
| Q3 2025 | 14 | $13.6M | 476,260 | 4 | 3 | 4 | 0.0% |
| Q2 2025 | 13 | $13.3M | 498,628 | 2 | 4 | 6 | 0.0% |
| Q1 2025 | 15 | $6.8M | 293,704 | 14 | 0 | 0 | 0.0% |