Who Owns CALAMOS ETF TR (CPNQ)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $8.4M of CALAMOS ETF TR (CPNQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), JIM SAULNIER & ASSOCIATES, LLC ($698,434), MARIPAU WEALTH MANAGEMENT LLC ($585,971), Signal Advisors Wealth, LLC ($585,971). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HARBOUR INVESTMENTS, INC. | $1.6M | 57,429 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 44,187 | Trimmed |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $698,434 | 25,481 | Hold |
| 4 | MARIPAU WEALTH MANAGEMENT LLC | $585,971 | 21,389 | Trimmed |
| 5 | Signal Advisors Wealth, LLC | $585,971 | 21,378 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $480,140 | 17,517 | New |
| 7 | Capital Analysts, LLC | $479,000 | 17,488 | Hold |
| 8 | Cetera Investment Advisers | $477,619 | 17,425 | Trimmed |
| 9 | Claro Advisors LLC | $405,531 | 14,795 | Trimmed |
| 10 | Calamos Wealth Management LLC | $391,552 | 14,285 | Trimmed |
| 11 | Rooted Wealth Advisors, Inc. | $346,764 | 12,651 | Hold |
| 12 | WEDBUSH SECURITIES INC | $288,000 | 10,516 | Added |
| 13 | Leelyn Smith, LLC | $268,974 | 9,813 | Hold |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $253,570 | 9,251 | New |
| 15 | Sigma Planning Corp | $204,808 | 7,472 | New |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $78,722 | 2,872 | Trimmed |
| 17 | Regatta Research & Money Management | $30,097 | 1,098 | New |
| 18 | OSAIC HOLDINGS, INC. | $22,749 | 830 | Added |
| 19 | FIDUCIARY FINANCIAL ADVISORS | $16,720 | 610 | New |
| 20 | CX Institutional | $10,000 | 374 | Hold |
| 21 | UBS Group AG | $2,796 | 102 | Trimmed |
| 22 | VanWeelden Wealth Management, LLC | $0 | 0 | Exited |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 24 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 25 | WealthTrust Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30