CALAMOS ETF TR (CBXY)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
7
Reporting holders
$1.7M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $833.7K | 37,859 | 0.00% | 3q | -9.6%-$88.5K |
| Calamos Advisors LLC | $372.4K | 16,912 | 0.00% | 3q | -44.8%-$302.5K |
| Calamos Wealth Management LLC | $276.8K | 12,569 | 0.01% | 4q | HELD |
| VIMA LLC | $87.9K | 3,990 | 0.09% | new | NEW |
| UBS Group AG | $46.2K | 2,100 | 0.00% | new | NEW |
| Ankerstar Wealth, LLC | $44.3K | 2,012 | 0.04% | 3q | -15.5%-$8.1K |
| Aptus Capital Advisors, LLC | $10.5K | 475 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $598 | 27,128 | 0.00% | 4q | +85.1% |
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 | 7 | $1.7M | 75,917 | 2 | 0 | 3 | 0.0% |
| Q1 2026 | 8 | $5.1M | 230,354 | 1 | 2 | 2 | 0.0% |
| Q4 2025 | 10 | $5.0M | 217,737 | 5 | 0 | 3 | 0.0% |
| Q3 2025 | 4 | $3.7M | 144,268 | 4 | 0 | 0 | 0.0% |