13 institutions reported holding $32.6M of CALAMOS ETF TR (CPSL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BURKETT FINANCIAL SERVICES, LLC ($21.2M), COMMONWEALTH EQUITY SERVICES, LLC ($3.2M), Amplius Wealth Advisors, LLC ($2.1M), Worth Asset Management, LLC ($2.0M), Cambridge Investment Research Advisors, Inc. ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $21.2M | 759,599 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 114,410 | Added |
| 3 | Amplius Wealth Advisors, LLC | $2.1M | 73,449 | Trimmed |
| 4 | Worth Asset Management, LLC | $2.0M | 69,990 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.8M | 65,816 | Added |
| 6 | Calamos Wealth Management LLC | $945,622 | 33,869 | Added |
| 7 | Applied Capital LLC | $729,064 | 26,113 | Trimmed |
| 8 | Leelyn Smith, LLC | $267,418 | 9,578 | Hold |
| 9 | Family Office Research LLC | $217,608 | 7,794 | Hold |
| 10 | Blue Trust, Inc. | $121,815 | 4,363 | New |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $52,043 | 1,864 | Hold |
| 12 | SBI Securities Co., Ltd. | $112 | 4 | New |
| 13 | Calamos Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30