Who Owns CALAMOS ETF TR (CPSD)? -- Institutional Holders (2026-03-31)
36 institutions reported holding $28.9M of CALAMOS ETF TR (CPSD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Calamos Advisors LLC ($11.3M), Calamos Wealth Management LLC ($2.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.5M), New England Capital Financial Advisors LLC ($1.5M), BURKETT FINANCIAL SERVICES, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Calamos Advisors LLC | $11.3M | 435,490 | Added |
| 2 | Calamos Wealth Management LLC | $2.4M | 91,796 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 58,773 | Added |
| 4 | New England Capital Financial Advisors LLC | $1.5M | 56,586 | Trimmed |
| 5 | BURKETT FINANCIAL SERVICES, LLC | $1.4M | 52,246 | Hold |
| 6 | LPL Financial LLC | $1.1M | 44,090 | Trimmed |
| 7 | STOLZ & ASSOCIATES, PS | $1.1M | 42,091 | Hold |
| 8 | Advisor OS, LLC | $1.1M | 41,476 | Hold |
| 9 | Cyr Financial Inc. | $1.0M | 39,057 | Trimmed |
| 10 | Creative Planning | $701,259 | 27,060 | New |
| 11 | LeClair Wealth Partners LLC | $647,211 | 24,974 | New |
| 12 | Blue Water Asset Management | $647,211 | 24,974 | Trimmed |
| 13 | Cetera Investment Advisers | $450,073 | 17,367 | Hold |
| 14 | Claro Advisors LLC | $424,650 | 16,386 | Trimmed |
| 15 | OLD MISSION CAPITAL LLC | $413,454 | 15,954 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $406,068 | 15,669 | New |
| 17 | MARIPAU WEALTH MANAGEMENT LLC | $359,317 | 13,865 | Trimmed |
| 18 | Signal Advisors Wealth, LLC | $359,317 | 13,865 | Trimmed |
| 19 | Sloy Dahl & Holst, LLC | $337,549 | 13,025 | Hold |
| 20 | HighTower Advisors, LLC | $315,779 | 12,185 | Trimmed |
| 21 | WEDBUSH SECURITIES INC | $277,000 | 10,700 | Hold |
| 22 | ADAMSBROWN WEALTH CONSULTANTS LLC | $272,112 | 10,500 | Hold |
| 23 | Grantvest Financial Group LLC | $228,185 | 8,805 | Hold |
| 24 | Waverly Advisors, LLC | $214,476 | 8,276 | Hold |
| 25 | WealthTrust Asset Management, LLC | $205,742 | 7,939 | New |
Source: SEC Form 13F filings · as of 2026-03-31