CALAMOS ETF TR (CPRJ)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
25
Reporting holders
$10.8M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 72,609 | 0.00% | 4q | +183.0%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 53,281 | 0.00% | 8q | +4.6%+$64.8K |
| Calamos Wealth Management LLC | $1.2M | 42,914 | 0.04% | 8q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 37,159 | 0.41% | 4q | HELD |
| Amplius Wealth Advisors, LLC | $733.2K | 26,500 | 0.05% | 7q | HELD |
| Camelot Portfolios, LLC | $712.7K | 25,760 | 0.50% | 6q | -2.2%-$16.4K |
| Investment Partners Asset Management, Inc. | $609.1K | 22,016 | 0.34% | 8q | +3.2%+$19.0K |
| Owen LaRue, LLC | $496.0K | 17,925 | 0.17% | 4q | -1.5%-$7.7K |
| PFG Advisors | $329.4K | 11,906 | 0.02% | 4q | HELD |
| Sigma Planning Corp | $296.1K | 10,703 | 0.01% | 5q | +25.9%+$60.9K |
| MJP ASSOCIATES INC /ADV | $266.9K | 9,645 | 0.03% | 8q | HELD |
| Advisor OS, LLC | $266.9K | 9,645 | 0.02% | 8q | HELD |
| Vestmark Advisory Solutions, Inc. | $255.4K | 9,230 | 0.00% | new | NEW |
| Able Wealth Management LLC | $255.4K | 9,230 | 0.06% | 5q | HELD |
| Sound Income Strategies, LLC | $213.3K | 7,710 | 0.01% | 3q | +52.0%+$73.0K |
| FIDUCIARY FINANCIAL ADVISORS | $189.8K | 6,861 | 0.02% | new | NEW |
| Innovative Asset Advisors Group, LLC | $142.1K | 5,134 | 0.06% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $84.4K | 3,051 | 0.00% | 6q | +1.7%+$1.4K |
| OSAIC HOLDINGS, INC. | $83.0K | 3,000 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.1K | 1,232 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $30.3K | 1,094 | 0.00% | 4q | -74.2%-$87.2K |
| HARBOUR INVESTMENTS, INC. | $28.4K | 1,025 | 0.00% | 4q | -26.8%-$10.4K |
| Planning Strategies Inc. | $13.8K | 500 | 0.01% | new | FIRST |
| IFP Advisors, Inc | $8.6K | 310 | 0.00% | 5q | -4.6% |
| JPMORGAN CHASE & CO | $5.1K | 185 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.8K | 174,784 | 0.01% | 8q | +943.7%+$4.4K |
| CENTAURUS FINANCIAL, INC. | $2.7K | 96,395 | 0.10% | 4q | +32.7% |
| Capital Analysts, LLC | $346 | 12,509 | 0.01% | 8q | -23.8% |
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 | 25 | $10.8M | 388,625 | 6 | 6 | 5 | 0.0% |
| Q1 2026 | 23 | $10.3M | 383,194 | 2 | 3 | 8 | 0.0% |
| Q4 2025 | 22 | $10.8M | 403,732 | 4 | 2 | 5 | 0.0% |
| Q3 2025 | 17 | $8.5M | 319,956 | 6 | 2 | 2 | 0.0% |
| Q2 2025 | 14 | $4.9M | 189,941 | 4 | 2 | 4 | 0.0% |
| Q1 2025 | 13 | $4.9M | 198,776 | 2 | 3 | 4 | 0.0% |
| Q4 2024 | 15 | $5.6M | 219,588 | 3 | 1 | 3 | 0.0% |
| Q3 2024 | 15 | $8.9M | 351,620 | 15 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $19.8K | 789 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 4 | $24.3K | 1,758 | 0 | 0 | 4 | 0.0% |
| Q3 2023 | 3 | $40.5K | 1,573 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 3 | $168.6K | 5,616 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $162.5K | 5,401 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 4 | $366.5K | 13,569 | 2 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $2.1M | 81,909 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 4 | $494.2K | 12,788 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 5 | $190.5K | 5,910 | 2 | 1 | 0 | 0.0% |
| Q4 2021 | 3 | $178.0K | 5,060 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $729.4K | 14,315 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $147.0K | 5,194 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 3 | $348.7K | 10,477 | 1 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $286.8K | 10,169 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $274.9K | 9,778 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $981.9K | 36,908 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 6 | $1.5M | 54,826 | 3 | 0 | 1 | 0.0% |
| Q4 2019 | 3 | $712.5K | 25,134 | 0 | 1 | 1 | 0.0% |
| Q3 2019 | 4 | $437.1K | 25,239 | 0 | 0 | 2 | 0.0% |
| Q2 2019 | 5 | $1.2M | 41,663 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 7 | $1.4M | 50,702 | 1 | 2 | 2 | 0.0% |
| Q4 2018 | 8 | $7.0M | 265,790 | 0 | 0 | 0 | 0.0% |