CALAMOS ETF TR (CBTO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
12
Reporting holders
$4.8M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 77,183 | 0.00% | 3q | +95.7%+$743.3K |
| Calamos Advisors LLC | $1.3M | 66,870 | 0.00% | 3q | +34.7%+$339.5K |
| JANE STREET GROUP, LLC | $1.0M | 50,854 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $345.4K | 17,535 | 0.00% | 2q | -68.4%-$749.0K |
| Calamos Wealth Management LLC | $210.4K | 10,682 | 0.01% | 3q | -6.6%-$14.8K |
| Ankerstar Wealth, LLC | $169.3K | 8,596 | 0.14% | 3q | -63.9%-$300.2K |
| HARBOUR INVESTMENTS, INC. | $84.4K | 4,287 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $83.7K | 4,250 | 0.00% | 3q | -24.0%-$26.5K |
| Noble Wealth Management PBC | $74.8K | 3,800 | 0.03% | 2q | HELD |
| UBS Group AG | $22.2K | 1,125 | 0.00% | new | NEW |
| VIMA LLC | $16.4K | 832 | 0.02% | new | NEW |
| Aptus Capital Advisors, LLC | $3.2K | 160 | 0.00% | 3q | HELD |
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 | 12 | $4.8M | 246,174 | 3 | 2 | 4 | 0.0% |
| Q1 2026 | 12 | $10.3M | 515,731 | 5 | 3 | 3 | 0.0% |
| Q4 2025 | 10 | $14.4M | 666,785 | 9 | 0 | 0 | 0.0% |