CCEF — Calamos ETF Tr Institutional Holders · Q2 2026

Name: Who Owns CCEF? 27 Institutions Hold $13.6M (Q2 2026)
Creator: ko.io

Who owns Calamos ETF Tr (CCEF)? 27 institutions reported holding $13.63M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Beacon Financial Advisory LLC ($2.7M), Commonwealth Equity Services, LLC ($1.5M), Steward Partners Investment Advisory, LLC ($1.3M).

Rank	Institution	Value	Shares	Change
1	Beacon Financial Advisory LLC	$2.7M	90,112	Added
2	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	51,471	Trimmed
3	Steward Partners Investment Advisory, LLC	$1.3M	41,896	Added
4	TRUIST FINANCIAL CORP	$1.2M	39,541	Added
5	Fearless Solutions, LLC dba Best Invest	$923,191	30,845	Added
6	IFP Advisors, Inc	$820,292	27,407	Added
7	William Mack & Associates, Inc.	$784,064	26,197	New
8	Ausdal Financial Partners, Inc.	$740,917	24,755	Added
9	OSAIC HOLDINGS, INC.	$726,126	24,261	Added
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$680,069	22,722	New
11	Integrated Wealth Concepts LLC	$419,390	14,012	Added
12	Cetera Investment Advisers	$401,062	13,400	New
13	Kingsview Wealth Management, LLC	$350,510	11,711	Added
14	Sonoma Private Wealth LLC	$327,161	10,931	Added
15	Cambridge Investment Research Advisors, Inc.	$263,000	8,778	Added
16	Aurora Private Wealth, Inc.	$220,000	7,363	Trimmed
17	Capital Analysts, LLC	$159,000	5,328	Added
18	KERR FINANCIAL PLANNING Corp	$52,588	1,757	Hold
19	Global Retirement Partners, LLC	$38,597	1,290	Added
20	NBC SECURITIES, INC.	$29,930	1,000	Hold
21	Atlantic Union Bankshares Corp	$8,979	300	Hold
22	SBI Securities Co., Ltd.	$4,579	153	Hold
23	Elevated Capital Advisors, LLC	$977	33	Added
24	Private Wealth Asset Management, LLC	$748	25	Hold
25	UBS Group AG	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30