CALAMOS ETF TR (CPSL)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
30
Reporting holders
$53.5M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC | $21.2M | 759,599 | 6.64% | 8q | +2.6%+$538.5K |
| HARBOUR INVESTMENTS, INC. | $4.5M | 161,079 | 0.06% | 8q | -5.7%-$271.7K |
| Mutual Advisors, LLC | $4.3M | 153,497 | 0.08% | 4q | +13.3%+$503.4K |
| HighTower Advisors, LLC | $3.8M | 137,543 | 0.00% | 8q | +1.1%+$43.3K |
| Prime Capital Investment Advisors, LLC | $3.7M | 134,220 | 0.04% | 2q | +14.5%+$475.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 114,410 | 0.00% | 7q | +35.9%+$844.0K |
| Innovative Asset Advisors Group, LLC | $2.4M | 86,761 | 1.06% | new | NEW |
| Amplius Wealth Advisors, LLC | $2.1M | 73,449 | 0.15% | 8q | -3.7%-$78.1K |
| Worth Asset Management, LLC | $2.0M | 69,990 | 0.63% | 6q | +4.5%+$83.6K |
| Calamos Wealth Management LLC | $945.6K | 33,869 | 0.03% | 3q | +14.8%+$121.6K |
| Applied Capital LLC | $729.1K | 26,113 | 0.23% | 4q | -12.2%-$101.7K |
| OSAIC HOLDINGS, INC. | $559.0K | 20,020 | 0.00% | 2q | -4.8%-$27.9K |
| TD Capital Management LLC | $515.2K | 18,452 | 0.04% | 4q | +30.6%+$120.8K |
| Cetera Investment Advisers | $495.1K | 17,731 | 0.00% | 6q | -78.1%-$1.8M |
| ROYAL BANK OF CANADA | $489.0K | 17,522 | 0.00% | 5q | -10.8%-$59.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $397.3K | 14,231 | 0.00% | 7q | -40.5%-$271.0K |
| LPL Financial LLC | $365.8K | 13,103 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $329.1K | 11,788 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $311.0K | 11,140 | 0.00% | 7q | -18.6%-$70.9K |
| Leelyn Smith, LLC | $267.4K | 9,578 | 0.03% | 3q | HELD |
| SMITH, MOORE & CO. | $228.5K | 8,183 | 0.01% | 4q | -2.4%-$5.6K |
| Family Office Research LLC | $217.6K | 7,794 | 0.08% | 2q | HELD |
| Geneos Wealth Management Inc. | $160.5K | 5,750 | 0.00% | 5q | +40.2%+$46.1K |
| Blue Trust, Inc. | $121.8K | 4,363 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $52.0K | 1,864 | 0.00% | 4q | HELD |
| Aptus Capital Advisors, LLC | $34.3K | 1,229 | 0.00% | 4q | +6.2%+$2.0K |
| Continuum Advisory, LLC | $27.9K | 1,000 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $11.2K | 400 | 0.00% | new | NEW |
| Capital Analysts, LLC | $2.3K | 81,559 | 0.05% | 7q | +6.3% |
| CENTAURUS FINANCIAL, INC. | $2.1K | 76,916 | 0.08% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 65,816 | 0.00% | 5q | +58.2% |
| FIDUCIARY FINANCIAL ADVISORS | $1.7K | 60 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $112 | 4 | 0.00% | new | NEW |
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 | $53.5M | 1,914,742 | 8 | 10 | 9 | 0.0% |
| Q1 2026 | 26 | $50.3M | 1,845,577 | 6 | 8 | 7 | 0.0% |
| Q4 2025 | 26 | $41.7M | 1,533,369 | 4 | 8 | 8 | 0.0% |
| Q3 2025 | 22 | $37.5M | 1,397,025 | 9 | 8 | 2 | 0.0% |
| Q2 2025 | 14 | $47.1M | 1,788,479 | 4 | 7 | 1 | 0.0% |
| Q1 2025 | 10 | $21.2M | 833,088 | 3 | 2 | 4 | 0.0% |
| Q4 2024 | 11 | $24.7M | 967,350 | 4 | 4 | 2 | 0.0% |
| Q3 2024 | 8 | $16.5M | 649,189 | 6 | 0 | 0 | 0.0% |