25 institutions reported holding $8.5M of CALAMOS ETF TR (CBTJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MBL Wealth, LLC ($1.8M), Betterment LLC ($1.6M), Calamos Advisors LLC ($1.0M), Beacon Pointe Advisors, LLC ($844,256), NBZ Investment Advisors LLC ($676,487). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MBL Wealth, LLC | $1.8M | 93,554 | Trimmed |
| 2 | Betterment LLC | $1.6M | 83,569 | Trimmed |
| 3 | Calamos Advisors LLC | $1.0M | 53,486 | Added |
| 4 | Beacon Pointe Advisors, LLC | $844,256 | 44,752 | New |
| 5 | NBZ Investment Advisors LLC | $676,487 | 35,859 | Hold |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $527,433 | 27,958 | Trimmed |
| 7 | Calamos Wealth Management LLC | $391,878 | 20,767 | Trimmed |
| 8 | MCDONALD PARTNERS LLC | $347,346 | 18,412 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $310,000 | 16,456 | Added |
| 10 | EVEXIA WEALTH LLC | $283,788 | 14,516 | Added |
| 11 | JANE STREET GROUP, LLC | $274,262 | 14,538 | Trimmed |
| 12 | Estate Planners Group, LLC | $213,189 | 11,301 | Trimmed |
| 13 | IFP Advisors, Inc | $101,306 | 5,370 | Trimmed |
| 14 | AE Wealth Management LLC | $62,500 | 3,313 | New |
| 15 | GUARDIAN WEALTH ADVISORS, LLC / NC | $28,298 | 1,500 | New |
| 16 | Aptus Capital Advisors, LLC | $28,298 | 1,500 | Hold |
| 17 | Farther Finance Advisors, LLC | $18,900 | 1,000 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $13,790 | 731 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $9,435 | 500 | Trimmed |
| 20 | Ankerstar Wealth, LLC | $2,170 | 115 | Trimmed |
| 21 | DHJJ Financial Advisors, Ltd. | $944 | 50 | Hold |
| 22 | UBS Group AG | $528 | 28 | Trimmed |
| 23 | ATX Financial Planning, LLC | $0 | 0 | Exited |
| 24 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 25 | MML INVESTORS SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31