CALAMOS ETF TR (CPSU)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
12
Reporting holders
$13.0M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | $9.6M | 346,422 | 0.03% | 5q | +4.7%+$433.0K |
| Jessup Wealth Management, Inc | $1.5M | 54,677 | 0.45% | new | NEW |
| Calamos Wealth Management LLC | $452.2K | 16,360 | 0.01% | new | NEW |
| OLD MISSION CAPITAL LLC | $427.8K | 15,481 | 0.01% | 4q | -11.6%-$56.0K |
| PFG Advisors | $403.1K | 14,587 | 0.02% | 5q | -0.8%-$3.1K |
| ARMSTRONG ADVISORY GROUP, INC | $224.3K | 8,115 | 0.01% | new | NEW |
| Fairscale Capital, LLC | $199.8K | 7,230 | 0.12% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $153.0K | 5,537 | 0.00% | 2q | HELD |
| New England Capital Financial Advisors LLC | $46.0K | 1,665 | 0.01% | 4q | +453.2%+$37.7K |
| BURKETT FINANCIAL SERVICES, LLC | $25.0K | 905 | 0.01% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $16.7K | 604 | 0.00% | 4q | -53.3%-$19.0K |
| OSAIC HOLDINGS, INC. | $11.1K | 400 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $358 | 12,946 | 0.01% | 5q | HELD |
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 | 12 | $13.0M | 471,983 | 6 | 2 | 3 | 0.0% |
| Q1 2026 | 9 | $10.3M | 379,154 | 2 | 3 | 0 | 0.0% |
| Q4 2025 | 8 | $8.9M | 328,534 | 2 | 3 | 1 | 0.0% |
| Q3 2025 | 8 | $8.3M | 310,736 | 4 | 0 | 2 | 0.0% |
| Q2 2025 | 7 | $22.3M | 846,614 | 7 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $12.7M | 483,429 | 0 | 0 | 0 | 0.0% |