CALAMOS ETF TR (CBXJ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
17
Reporting holders
$10.1M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | $4.7M | 236,278 | 0.08% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 117,269 | 0.00% | 2q | +670.4%+$2.0M |
| Calamos Advisors LLC | $737.4K | 37,299 | 0.00% | 6q | +4.9%+$34.6K |
| JANE STREET GROUP, LLC | $664.0K | 33,584 | 0.00% | 2q | -39.3%-$429.2K |
| IFP Advisors, Inc | $378.6K | 19,150 | 0.01% | 6q | +5.5%+$19.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $355.8K | 17,997 | 0.02% | 3q | -2.1%-$7.7K |
| 3EDGE Asset Management, LP | $260.8K | 13,191 | 0.01% | 2q | -41.2%-$182.7K |
| Diligent Investors, LLC | $217.7K | 11,010 | 0.05% | 5q | HELD |
| NewEdge Advisors, LLC | $197.7K | 10,000 | 0.00% | 5q | HELD |
| Truvestments Capital LLC | $87.6K | 4,430 | 0.01% | 6q | HELD |
| Ankerstar Wealth, LLC | $58.4K | 2,956 | 0.05% | 3q | -11.8%-$7.8K |
| Aptus Capital Advisors, LLC | $37.7K | 1,907 | 0.00% | 4q | +10.5%+$3.6K |
| Beaird Harris Wealth Management, LLC | $20.2K | 1,023 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $16.8K | 852 | 0.00% | 4q | HELD |
| NBZ Investment Advisors LLC | $16.0K | 808 | 0.01% | 6q | HELD |
| UBS Group AG | $9.4K | 473 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $7.9K | 400 | 0.00% | new | NEW |
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 | 17 | $10.1M | 508,627 | 3 | 4 | 4 | 0.0% |
| Q1 2026 | 19 | $4.7M | 227,212 | 6 | 2 | 4 | 0.0% |
| Q4 2025 | 19 | $3.9M | 169,728 | 4 | 5 | 3 | 0.0% |
| Q3 2025 | 16 | $4.4M | 158,044 | 3 | 1 | 4 | 0.0% |
| Q2 2025 | 17 | $7.7M | 290,154 | 8 | 0 | 4 | 0.0% |
| Q1 2025 | 10 | $4.5M | 189,439 | 10 | 0 | 0 | 0.0% |