Who Owns CALAMOS ETF TR (CCEF)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $10.4M of CALAMOS ETF TR (CCEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beacon Financial Advisory LLC ($2.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.8M), TRUIST FINANCIAL CORP ($999,407), Fearless Solutions, LLC dba Best Invest ($755,804), Ausdal Financial Partners, Inc. ($675,157). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Beacon Financial Advisory LLC | $2.5M | 89,356 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 65,003 | Added |
| 3 | TRUIST FINANCIAL CORP | $999,407 | 35,467 | Added |
| 4 | Fearless Solutions, LLC dba Best Invest | $755,804 | 26,822 | Added |
| 5 | Ausdal Financial Partners, Inc. | $675,157 | 23,960 | Added |
| 6 | OSAIC HOLDINGS, INC. | $666,276 | 23,645 | Added |
| 7 | Steward Partners Investment Advisory, LLC | $604,739 | 21,461 | Added |
| 8 | IFP Advisors, Inc | $485,713 | 17,237 | New |
| 9 | Integrated Wealth Concepts LLC | $394,792 | 14,010 | New |
| 10 | Aurora Private Wealth, Inc. | $377,000 | 13,069 | Trimmed |
| 11 | Kingsview Wealth Management, LLC | $313,091 | 11,111 | Added |
| 12 | Sonoma Private Wealth LLC | $307,765 | 10,922 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $243,000 | 8,607 | Added |
| 14 | Capital Analysts, LLC | $107,000 | 3,792 | Hold |
| 15 | KERR FINANCIAL PLANNING Corp | $51,339 | 1,757 | New |
| 16 | NBC SECURITIES, INC. | $28,178 | 1,000 | Added |
| 17 | Aptus Capital Advisors, LLC | $11,271 | 400 | Hold |
| 18 | AE Wealth Management LLC | $9,302 | 330 | New |
| 19 | Atlantic Union Bankshares Corp | $8,454 | 300 | Hold |
| 20 | UBS Group AG | $4,593 | 163 | New |
| 21 | SBI Securities Co., Ltd. | $4,311 | 153 | Added |
| 22 | Elevated Capital Advisors, LLC | $902 | 32 | Trimmed |
| 23 | Private Wealth Asset Management, LLC | $704 | 25 | New |
| 24 | FMR LLC | $0 | 0 | Exited |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31