CALAMOS ETF TR (CPSD)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
30
Reporting holders
$26.9M
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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | $9.6M | 359,149 | 0.03% | 7q | -17.5%-$2.0M |
| Calamos Wealth Management LLC | $2.4M | 88,023 | 0.07% | 7q | -4.1%-$100.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 58,264 | 0.00% | 7q | -0.9%-$13.6K |
| New England Capital Financial Advisors LLC | $1.5M | 54,586 | 0.35% | 7q | -3.5%-$53.4K |
| BURKETT FINANCIAL SERVICES, LLC | $1.4M | 51,373 | 0.43% | 7q | -1.7%-$23.3K |
| LPL Financial LLC | $1.2M | 45,525 | 0.00% | 7q | +3.3%+$38.3K |
| Advisor OS, LLC | $1.1M | 41,476 | 0.07% | 6q | HELD |
| STOLZ & ASSOCIATES, PS | $1.1M | 40,039 | 0.67% | 3q | -4.9%-$54.8K |
| Cyr Financial Inc. | $1.0M | 37,495 | 0.52% | 6q | -4.0%-$41.7K |
| Creative Planning | $722.4K | 27,060 | 0.00% | 2q | HELD |
| Blue Water Asset Management | $666.7K | 24,974 | 0.22% | 3q | HELD |
| SageView Advisory Group, LLC | $611.9K | 22,921 | 0.02% | 6q | HELD |
| Claro Advisors Inc. | $421.1K | 15,776 | 0.04% | 7q | -3.7%-$16.3K |
| ENVESTNET ASSET MANAGEMENT INC | $408.6K | 15,307 | 0.00% | 2q | -2.3%-$9.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $390.1K | 14,612 | 0.00% | new | NEW |
| Sloy Dahl & Holst, LLC | $347.7K | 13,025 | 0.04% | 7q | HELD |
| MARIPAU WEALTH MANAGEMENT LLC | $342.4K | 12,827 | 0.12% | 6q | -7.5%-$27.7K |
| Signal Advisors Wealth, LLC | $342.4K | 12,827 | 0.02% | 6q | -7.5%-$27.7K |
| HighTower Advisors, LLC | $325.3K | 12,185 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $317.1K | 11,876 | 0.00% | 7q | +1258.8%+$293.8K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $280.3K | 10,500 | 0.05% | 3q | HELD |
| Grantvest Financial Group LLC | $235.1K | 8,805 | 0.14% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $225.7K | 8,456 | 0.00% | 2q | -47.0%-$200.2K |
| Waverly Advisors, LLC | $220.9K | 8,276 | 0.00% | 5q | HELD |
| WealthTrust Asset Management, LLC | $211.9K | 7,939 | 0.11% | 2q | HELD |
| Integrated Wealth Concepts LLC | $21.9K | 820 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $21.5K | 807 | 0.00% | 7q | -73.5%-$59.8K |
| FIDUCIARY FINANCIAL ADVISORS | $16.7K | 625 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $16.6K | 621 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $13.3K | 500 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $288 | 10,784 | 0.01% | 7q | +0.8% |
| CENTAURUS FINANCIAL, INC. | $107 | 4,000 | 0.00% | 3q | -12.2% |
| Capital Analysts, LLC | $44 | 1,649 | 0.00% | 7q | HELD |
| CX Institutional | $10 | 374 | 0.00% | 5q | HELD |
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 | 30 | $26.9M | 1,006,669 | 4 | 2 | 13 | 0.0% |
| Q1 2026 | 28 | $29.0M | 1,119,911 | 5 | 3 | 8 | 0.0% |
| Q4 2025 | 28 | $25.5M | 977,891 | 6 | 4 | 6 | 0.0% |
| Q3 2025 | 23 | $22.5M | 880,096 | 2 | 2 | 6 | 0.0% |
| Q2 2025 | 26 | $22.0M | 886,827 | 4 | 8 | 8 | 0.0% |
| Q1 2025 | 23 | $19.8M | 829,917 | 6 | 7 | 5 | 0.0% |
| Q4 2024 | 23 | $19.5M | 805,418 | 23 | 0 | 0 | 0.0% |