# CALAMOS ETF TR (CPNM)

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

- Reporting holders: 14
- Reported value: $5.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

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 |
|---|---|---|---|---|
| [JIM SAULNIER & ASSOCIATES, LLC](https://holderbook.com/funds/2044420-jim-saulnier-associates-llc/) | $1.6M | 60,133 | 0.6% | 6 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $1.0M | 38,983 | 0.0% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $575.5K | 21,491 | 0.0% | 5 |
| [Owen LaRue, LLC](https://holderbook.com/funds/1965328-owen-larue-llc/) | $510.4K | 19,060 | 0.2% | 2 |
| [Calamos Wealth Management LLC](https://holderbook.com/funds/1455258-calamos-wealth-management-llc/) | $491.6K | 18,357 | 0.0% | 6 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $384.0K | 14,350 | 0.0% | 5 |
| [CENTAURUS FINANCIAL, INC.](https://holderbook.com/funds/891943-centaurus-financial-inc/) | $377.0K | 14,097 | 0.0% | 6 |
| [Fortitude Advisory Group L.L.C.](https://holderbook.com/funds/1928999-fortitude-advisory-group-l-l-c/) | $366.4K | 13,683 | 0.1% | 6 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $297.1K | 11,094 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $76.7K | 2,863 | 0.0% | 2 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $59.2K | 2,211 | 0.0% | 1 |
| [Sunrise Financial Services, LLC](https://holderbook.com/funds/2110891-sunrise-financial-services-llc/) | $25.5K | 952 | 0.0% | 2 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $21.9K | 817 | 0.0% | 4 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $1.2K | 44 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 14 | $5.8M |
| Q1 2026 | 16 | $5.6M |
| Q4 2025 | 13 | $4.1M |
| Q3 2025 | 13 | $7.0M |
| Q2 2025 | 14 | $7.1M |
| Q1 2025 | 11 | $4.4M |

