# CALAMOS ETF TR (CPSO)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CPSO/

- Reporting holders: 20
- Reported value: $16.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Calamos Advisors LLC](https://holderbook.com/funds/1316507-calamos-advisors-llc/) | $9.6M | 344,453 | 0.0% | 7 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.6M | 57,083 | 0.0% | 6 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $669.9K | 24,062 | 0.0% | 7 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $634.0K | 22,770 | 0.0% | 3 |
| [Blue Water Asset Management](https://holderbook.com/funds/2033384-blue-water-asset-management/) | $570.2K | 20,481 | 0.2% | 3 |
| [Calamos Wealth Management LLC](https://holderbook.com/funds/1455258-calamos-wealth-management-llc/) | $553.1K | 19,867 | 0.0% | 7 |
| [Rooted Wealth Advisors, Inc.](https://holderbook.com/funds/1963732-rooted-wealth-advisors-inc/) | $347.6K | 12,486 | 0.1% | 4 |
| [Grantvest Financial Group LLC](https://holderbook.com/funds/2055216-grantvest-financial-group-llc/) | $331.0K | 11,888 | 0.2% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $320.4K | 11,509 | 0.0% | 7 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $319.4K | 11,472 | 0.0% | 3 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $310.0K | 11,151 | 0.0% | 7 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $307.6K | 11,049 | 0.0% | 1 |
| [Sloy Dahl & Holst, LLC](https://holderbook.com/funds/1690295-sloy-dahl-holst-llc/) | $299.0K | 10,740 | 0.0% | 7 |
| [Security Financial Services, INC.](https://holderbook.com/funds/1913590-security-financial-services-inc/) | $282.1K | 10,132 | 0.0% | 3 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $66.8K | 2,401 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $57.0K | 2,046 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $55.7K | 2,000 | 0.0% | 5 |
| [Regatta Research & Money Management](https://holderbook.com/funds/2137529-regatta-research-money-management/) | $30.0K | 1,076 | 0.0% | 1 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $13.7K | 492 | 0.0% | 7 |
| [New England Capital Financial Advisors LLC](https://holderbook.com/funds/1964652-new-england-capital-financial-advisors-llc/) | $11.4K | 408 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $16.4M |
| Q1 2026 | 20 | $16.4M |
| Q4 2025 | 23 | $14.6M |
| Q3 2025 | 11 | $9.3M |
| Q2 2025 | 11 | $9.6M |
| Q1 2025 | 11 | $10.3M |
| Q4 2024 | 13 | $25.3M |