HolderBook

CALAMOS ETF TR (CCEF)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

22
Reporting holders
$13.0M
Reported value
0.4%
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

FilerValueShares Their book Held Change
Beacon Financial Advisory LLC$2.7M90,1120.53%10q+0.8%+$22.6K
COMMONWEALTH EQUITY SERVICES, LLC$1.5M51,4710.00%10q-20.8%-$405.0K
Steward Partners Investment Advisory, LLC$1.3M41,8960.01%6q+95.2%+$611.6K
TRUIST FINANCIAL CORP$1.2M39,5410.00%9q+11.5%+$121.9K
Fearless Solutions, LLC dba Best Invest$923.2K30,8450.49%3q+15.0%+$120.4K
IFP Advisors, Inc$820.3K27,4070.01%2q+59.0%+$304.4K
William Mack & Associates, Inc.$784.1K26,1970.28%newNEW
Ausdal Financial Partners, Inc.$740.9K24,7550.03%8q+3.3%+$23.8K
OSAIC HOLDINGS, INC.$726.1K24,2610.00%10q+2.6%+$18.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$680.1K22,7220.00%newNEW
Integrated Wealth Concepts LLC$419.4K14,0120.00%2qHELD
Cetera Investment Advisers$401.1K13,4000.00%newNEW
Kingsview Wealth Management, LLC$350.5K11,7110.00%5q+5.4%+$18.0K
Sonoma Private Wealth LLC$327.2K10,9310.35%9qHELD
SIMPLEX TRADING, LLC$54.4Koptions only0.00%3qOPTIONS
KERR FINANCIAL PLANNING Corp$52.6K1,7570.06%2q-50.0%-$52.6K
Global Retirement Partners, LLC$38.6K1,2900.00%8q+3.1%+$1.2K
LANARK FINANCIAL, INC.$29.9K1,0000.00%6qHELD
Atlantic Union Bankshares Corp$9.0K3000.00%3qHELD
SBI Securities Co., Ltd.$4.6K1530.00%7qHELD
Elevated Capital Advisors, LLC$977330.00%3q+3.1%
Private Wealth Asset Management, LLC$748250.00%2qHELD
Cambridge Investment Research Advisors, Inc.$52617,5560.00%10q+104.0%
Aurora Private Wealth, Inc.$2207,3630.14%3q-43.7%
Capital Analysts, LLC$1595,3280.00%9q+40.5%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202622$13.0M433,81931020.4%
Q1 202621$10.2M344,9116924.9%
Q4 202524$9.6M332,6229740.2%
Q3 202518$7.1M244,4383460.0%
Q2 202514$6.7M236,8282630.0%
Q1 202512$6.4M228,4343520.0%
Q4 202411$5.8M209,6631810.0%
Q3 202411$5.2M180,2993510.0%
Q2 202411$5.7M213,2004410.0%
Q1 20248$2.8M105,3598000.0%