HolderBook

CALAMOS ETF TR (CPSR)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

20
Reporting holders
$16.3M
Reported value
0.0%
Held as options
-1
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$9.6M371,3220.03%6q-13.5%-$1.5M
Calamos Wealth Management LLC$1.9M72,2880.06%6q-1.9%-$36.4K
COMMONWEALTH EQUITY SERVICES, LLC$718.4K27,7970.00%6qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$689.1K26,6630.00%2q-5.5%-$39.9K
Farther Finance Advisors, LLC$463.2K17,9210.00%2qHELD
Blue Water Asset Management$430.7K16,6650.14%3qHELD
Fortitude Advisory Group L.L.C.$392.6K15,1890.15%6qHELD
STOLZ & ASSOCIATES, PS$296.1K11,4550.18%3qHELD
JIM SAULNIER & ASSOCIATES, LLC$281.7K10,9010.11%6qHELD
ADAMSBROWN WEALTH CONSULTANTS LLC$275.6K10,6650.05%3qHELD
Garden State Investment Advisory Services LLC$272.1K10,5280.05%2q-0.7%-$2.0K
Waverly Advisors, LLC$249.7K9,6600.00%6qHELD
OLD MISSION CAPITAL LLC$229.1K8,8630.00%newNEW
MML INVESTORS SERVICES, LLC$205.1K7,9350.00%2qHELD
FIDUCIARY FINANCIAL ADVISORS$152.0K5,8800.02%newNEW
New England Capital Financial Advisors LLC$59.3K2,2930.01%6q+6.7%+$3.7K
HARBOUR INVESTMENTS, INC.$47.7K1,8460.00%6qHELD
OSAIC HOLDINGS, INC.$39.6K1,5330.00%5qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$7.0K2720.00%5q-81.8%-$31.6K
HORIZON FINANCIAL SERVICES, LLC$000.00%newNEW

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 202620$16.3M629,6763150.0%
Q1 202621$18.1M716,3907520.0%
Q4 202518$13.5M534,1242230.0%
Q3 202515$11.5M462,7502160.0%
Q2 202517$11.7M482,4147320.0%
Q1 202510$8.9M378,94110000.0%
Q4 202169$214.9M21,638,856712130.6%
Q3 202182$223.0M22,380,2981420170.4%
Q2 202182$200.8M20,441,0841013140.4%
Q1 202176$192.5M19,650,0832217180.4%
Q4 202063$174.0M16,997,4872812130.8%
Q3 202037$114.1M11,534,38637000.6%