HolderBook

CALAMOS ETF TR (CPSM)

Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.

28
Reporting holders
$23.9M
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

FilerValueShares Their book Held Change
Calamos Advisors LLC$9.6M327,7050.03%8qHELD
Amplius Wealth Advisors, LLC$2.2M73,6320.16%9q-11.1%-$270.1K
Advisory Services Network, LLC$1.5M51,1130.02%5q-1.0%-$14.9K
Grantvest Financial Group LLC$1.2M41,8200.71%newNEW
Sugar Maple Asset Management, LLC$1.1M39,0000.74%9qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.1M38,8000.00%9qHELD
BCGM Wealth Management, LLC$1.0M35,6500.22%9qHELD
Cetera Investment Advisers$978.1K33,4310.00%9q-3.2%-$32.2K
LPL Financial LLC$600.0K20,5060.00%2q+29.7%+$137.5K
Calamos Wealth Management LLC$573.1K19,5850.02%9q+36.3%+$152.6K
OSAIC HOLDINGS, INC.$475.7K16,2580.00%9q+80.5%+$212.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$475.6K16,2570.00%6q-12.2%-$66.1K
Blue Water Asset Management$467.0K15,9620.15%3qHELD
JPMORGAN CHASE & CO$369.5K12,6640.00%6q-49.9%-$368.4K
Jessup Wealth Management, Inc$336.4K11,4990.10%newNEW
HARBOUR INVESTMENTS, INC.$332.3K11,3580.00%9q-31.8%-$154.9K
NBZ Investment Advisors LLC$320.3K10,9460.12%7qHELD
Mutual Advisors, LLC$295.1K10,0870.01%4qHELD
Wick Capital Partners, LLC$260.7K8,9120.04%9qHELD
Concurrent Investment Advisors, LLC$221.4K7,5660.00%newNEW
Secure Asset Management, LLC$206.3K7,0500.03%newNEW
FIDUCIARY FINANCIAL ADVISORS$75.3K2,5750.01%newNEW
ARMSTRONG ADVISORY GROUP, INC$50.1K1,7140.00%newNEW
New England Capital Financial Advisors LLC$38.2K1,3060.01%5q+621.5%+$32.9K
Sunrise Financial Services, LLC$15.1K5160.01%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$14.3K4900.00%newNEW
Pinnacle Wealth Planning Services, Inc.$11.7K4000.00%3qHELD
Cambridge Investment Research Advisors, Inc.$3.0K101,6620.00%2q+116.7%+$1.6K
IFP Advisors, Inc$2.9K1000.00%5qHELD
CENTAURUS FINANCIAL, INC.$2.9K97,5760.11%5qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202628$23.9M816,9028460.0%
Q1 202624$23.2M805,6862290.0%
Q4 202526$23.9M836,31241100.0%
Q3 202523$24.6M869,1733560.0%
Q2 202524$25.1M883,0887580.0%
Q1 202522$27.2M1,013,16933100.0%
Q4 202420$27.9M1,043,2261650.0%
Q3 202421$33.3M1,262,97941030.0%
Q2 202420$58.6M2,281,37120000.0%