18 institutions reported holding $5.6M of CALAMOS ETF TR (CPNM) in SEC 13F filings for 2026-03-31. Largest institutional holders: JIM SAULNIER & ASSOCIATES, LLC ($1.6M), Calamos Advisors LLC ($498,146), Calamos Wealth Management LLC ($498,146), Owen LaRue, LLC ($496,812), HARBOUR INVESTMENTS, INC. ($484,848). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | $1.6M | 60,133 | Added |
| 2 | Calamos Advisors LLC | $498,146 | 19,108 | New |
| 3 | Calamos Wealth Management LLC | $498,146 | 19,108 | Trimmed |
| 4 | Owen LaRue, LLC | $496,812 | 19,060 | New |
| 5 | HARBOUR INVESTMENTS, INC. | $484,848 | 18,601 | Added |
| 6 | Cetera Investment Advisers | $383,009 | 14,694 | Added |
| 7 | Capital Analysts, LLC | $374,000 | 14,350 | Hold |
| 8 | CENTAURUS FINANCIAL, INC. | $371,000 | 14,229 | Added |
| 9 | Fortitude Advisory Group L.L.C. | $356,657 | 13,683 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $355,797 | 13,650 | Added |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $79,396 | 3,046 | Added |
| 12 | OSAIC HOLDINGS, INC. | $74,634 | 2,863 | New |
| 13 | Sunrise Financial Services, LLC | $24,815 | 952 | New |
| 14 | GUARDIAN WEALTH ADVISORS, LLC / NC | $21,296 | 817 | New |
| 15 | Aptus Capital Advisors, LLC | $21,296 | 817 | Hold |
| 16 | UBS Group AG | $1,512 | 58 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 18 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31