Who Owns CALAMOS ETF TR (CPNS)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $10.5M of CALAMOS ETF TR (CPNS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Owen LaRue, LLC ($2.5M), JIM SAULNIER & ASSOCIATES, LLC ($1.1M), Calamos Advisors LLC ($913,972), Calamos Wealth Management LLC ($913,972), COMMONWEALTH EQUITY SERVICES, LLC ($900,480). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Owen LaRue, LLC | $2.5M | 90,766 | Trimmed |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | $1.1M | 39,250 | Trimmed |
| 3 | Calamos Advisors LLC | $913,972 | 33,639 | New |
| 4 | Calamos Wealth Management LLC | $913,972 | 33,639 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $900,480 | 33,139 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $867,165 | 31,913 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $684,347 | 25,185 | Added |
| 8 | HARBOUR INVESTMENTS, INC. | $516,609 | 19,012 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $402,268 | 14,805 | Trimmed |
| 10 | CENTAURUS FINANCIAL, INC. | $334,000 | 12,303 | Hold |
| 11 | Capital Analysts, LLC | $290,000 | 10,688 | Hold |
| 12 | Claro Advisors LLC | $284,500 | 10,470 | Trimmed |
| 13 | Sigma Planning Corp | $226,703 | 8,343 | Hold |
| 14 | Creative Planning | $219,692 | 8,085 | Hold |
| 15 | Focus Financial Network, Inc. | $203,796 | 7,500 | Hold |
| 16 | BURKETT FINANCIAL SERVICES, LLC | $101,898 | 3,750 | Hold |
| 17 | Sound Income Strategies, LLC | $32,935 | 1,209 | Hold |
| 18 | Farther Finance Advisors, LLC | $24,517 | 900 | Hold |
| 19 | Steward Partners Investment Advisory, LLC | $22,010 | 810 | Hold |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22,010 | 810 | Hold |
| 21 | UBS Group AG | $0 | 0 | Exited |
| 22 | Pallas Capital Advisors LLC | $0 | 0 | Exited |
| 23 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 24 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31