# CALAMOS ETF TR (CCEF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CCEF/

- Reporting holders: 25
- Reported value: $14.4M
- Held through calls: 0.0%
- Held through puts: 0.4%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Beacon Financial Advisory LLC](https://holderbook.com/funds/1800502-beacon-financial-advisory-llc/) | $2.7M | 90,112 | 0.5% | 10 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.5M | 51,471 | 0.0% | 10 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $1.3M | 41,896 | 0.0% | 6 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $1.2M | 39,541 | 0.0% | 9 |
| [Fearless Solutions, LLC dba Best Invest](https://holderbook.com/funds/2094159-fearless-solutions-llc-dba-best-invest/) | $923.2K | 30,845 | 0.5% | 3 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $838.8K | 28,024 | 0.0% | 2 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $820.3K | 27,407 | 0.0% | 2 |
| [William Mack & Associates, Inc.](https://holderbook.com/funds/2096700-william-mack-associates-inc/) | $784.1K | 26,197 | 0.3% | 1 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $740.9K | 24,755 | 0.0% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $726.1K | 24,261 | 0.0% | 10 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $680.1K | 22,722 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $526.0K | 17,556 | 0.0% | 10 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $401.1K | 13,400 | 0.0% | 1 |
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $350.5K | 11,711 | 0.0% | 5 |
| [Sonoma Private Wealth LLC](https://holderbook.com/funds/1965757-sonoma-private-wealth-llc/) | $327.2K | 10,931 | 0.4% | 9 |
| [Aurora Private Wealth, Inc.](https://holderbook.com/funds/1802132-aurora-private-wealth-inc/) | $220.0K | 7,363 | 0.1% | 3 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $159.0K | 5,328 | 0.0% | 9 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $54.4K | 0 | 0.0% | 3 |
| [KERR FINANCIAL PLANNING Corp](https://holderbook.com/funds/2095947-kerr-financial-planning-corp/) | $52.6K | 1,757 | 0.1% | 2 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $38.6K | 1,290 | 0.0% | 8 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $29.9K | 1,000 | 0.0% | 6 |
| [Atlantic Union Bankshares Corp](https://holderbook.com/funds/883948-atlantic-union-bankshares-corp/) | $9.0K | 300 | 0.0% | 3 |
| [SBI Securities Co., Ltd.](https://holderbook.com/funds/1851815-sbi-securities-co-ltd/) | $4.6K | 153 | 0.0% | 7 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $977 | 33 | 0.0% | 3 |
| [Private Wealth Asset Management, LLC](https://holderbook.com/funds/1883006-private-wealth-asset-management-llc/) | $748 | 25 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 25 | $14.4M |
| Q1 2026 | 24 | $11.0M |
| Q4 2025 | 27 | $10.7M |
| Q3 2025 | 21 | $9.1M |
| Q2 2025 | 18 | $8.6M |
| Q1 2025 | 16 | $8.2M |
| Q4 2024 | 14 | $8.7M |
| Q3 2024 | 15 | $7.8M |
| Q2 2024 | 15 | $7.1M |
| Q1 2024 | 10 | $3.7M |