# CALAMOS ETF TR (CPSY)

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

- Reporting holders: 19
- 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 | 373,266 | 0.0% | 6 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $977.6K | 38,038 | 0.0% | 6 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $766.0K | 29,844 | 0.0% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $689.2K | 26,816 | 0.0% | 6 |
| [JIM SAULNIER & ASSOCIATES, LLC](https://holderbook.com/funds/2044420-jim-saulnier-associates-llc/) | $663.0K | 25,796 | 0.3% | 6 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $657.4K | 25,578 | 0.0% | 6 |
| [Sterling Financial Planning, Inc.](https://holderbook.com/funds/1844278-sterling-financial-planning-inc/) | $641.7K | 24,970 | 0.2% | 6 |
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $550.0K | 21,407 | 0.0% | 6 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $306.4K | 11,921 | 0.0% | 3 |
| [TrustBank](https://holderbook.com/funds/2107256-trustbank/) | $293.5K | 11,421 | 0.1% | 1 |
| [Calamos Wealth Management LLC](https://holderbook.com/funds/1455258-calamos-wealth-management-llc/) | $285.9K | 11,125 | 0.0% | 6 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $240.0K | 9,337 | 0.0% | 6 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $218.8K | 8,512 | 0.0% | 5 |
| [CENTAURUS FINANCIAL, INC.](https://holderbook.com/funds/891943-centaurus-financial-inc/) | $164.0K | 6,393 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $154.2K | 6,000 | 0.0% | 1 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $83.0K | 3,231 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $51.3K | 1,996 | 0.0% | 1 |
| [Essential Investment Partners LLC](https://holderbook.com/funds/2145170-essential-investment-partners-llc/) | $12.8K | 500 | 0.0% | 3 |
| [New England Capital Financial Advisors LLC](https://holderbook.com/funds/1964652-new-england-capital-financial-advisors-llc/) | $3.2K | 126 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $16.4M |
| Q1 2026 | 17 | $14.9M |
| Q4 2025 | 20 | $13.6M |
| Q3 2025 | 18 | $12.0M |
| Q2 2025 | 19 | $12.4M |
| Q1 2025 | 15 | $10.1M |