HolderBook

CALAMOS ETF TR (CPSP)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

9
Reporting holders
$13.3M
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

FilerValueShares Their book Held Change
Calamos Advisors LLC$9.6M356,3780.03%5q-9.6%-$1.0M
Calamos Wealth Management LLC$2.0M73,6000.06%5q+45.5%+$619.2K
COMMONWEALTH EQUITY SERVICES, LLC$451.8K16,7910.00%5qHELD
JIM SAULNIER & ASSOCIATES, LLC$342.9K12,7460.14%5qHELD
OLD MISSION CAPITAL LLC$312.6K11,6190.00%newNEW
Advisory Services Network, LLC$285.5K10,6120.00%5qHELD
TrustBank$283.9K10,5520.10%newNEW
FIDUCIARY FINANCIAL ADVISORS$26.2K9730.00%newNEW
New England Capital Financial Advisors LLC$15.2K5660.00%5qHELD
CENTAURUS FINANCIAL, INC.$2117,8400.01%5qHELD
Capital Analysts, LLC$331,2290.00%4qHELD

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 20269$13.3M493,8373110.0%
Q1 20267$12.8M486,0000220.0%
Q4 202510$10.9M417,2461150.0%
Q3 20258$10.0M390,0402120.0%
Q2 20257$9.1M359,3167000.0%