CALAMOS ETF TR (CPNM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
12
Reporting holders
$5.1M
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 |
|---|---|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | $1.6M | 60,133 | 0.65% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.0M | 38,983 | 0.01% | 6q | +109.6%+$545.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $575.5K | 21,491 | 0.00% | 5q | +57.4%+$210.0K |
| Owen LaRue, LLC | $510.4K | 19,060 | 0.18% | 2q | HELD |
| Calamos Wealth Management LLC | $491.6K | 18,357 | 0.01% | 6q | -3.9%-$20.1K |
| Fortitude Advisory Group L.L.C. | $366.4K | 13,683 | 0.14% | 6q | HELD |
| Cetera Investment Advisers | $297.1K | 11,094 | 0.00% | 6q | -24.5%-$96.4K |
| OSAIC HOLDINGS, INC. | $76.7K | 2,863 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $59.2K | 2,211 | 0.01% | new | NEW |
| Sunrise Financial Services, LLC | $25.5K | 952 | 0.02% | 2q | HELD |
| Aptus Capital Advisors, LLC | $21.9K | 817 | 0.00% | 4q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $1.2K | 44 | 0.00% | 6q | -98.6%-$80.4K |
| Capital Analysts, LLC | $384 | 14,350 | 0.01% | 5q | HELD |
| CENTAURUS FINANCIAL, INC. | $377 | 14,097 | 0.01% | 6q | -0.9% |
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 | 12 | $5.1M | 189,688 | 1 | 2 | 3 | 0.0% |
| Q1 2026 | 14 | $4.9M | 186,590 | 5 | 4 | 2 | 0.0% |
| Q4 2025 | 10 | $3.3M | 125,881 | 2 | 0 | 2 | 0.0% |
| Q3 2025 | 10 | $5.9M | 232,208 | 2 | 1 | 5 | 0.0% |
| Q2 2025 | 11 | $6.1M | 242,706 | 3 | 3 | 2 | 0.0% |
| Q1 2025 | 9 | $3.9M | 163,055 | 9 | 0 | 0 | 0.0% |