Who Owns CALAMOS ETF TR (CPSL)? -- Institutional Holders (2026-03-31)
35 institutions reported holding $55.6M of CALAMOS ETF TR (CPSL) in SEC 13F filings for 2026-03-31. Largest institutional holders: BURKETT FINANCIAL SERVICES, LLC ($20.2M), HARBOUR INVESTMENTS, INC. ($4.7M), HighTower Advisors, LLC ($3.7M), Mutual Advisors, LLC ($3.7M), Prime Capital Investment Advisors, LLC ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $20.2M | 740,310 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $4.7M | 170,812 | Added |
| 3 | HighTower Advisors, LLC | $3.7M | 135,992 | Added |
| 4 | Mutual Advisors, LLC | $3.7M | 135,467 | Added |
| 5 | Prime Capital Investment Advisors, LLC | $3.2M | 117,199 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 84,180 | Added |
| 7 | Cetera Investment Advisers | $2.2M | 80,990 | Trimmed |
| 8 | CENTAURUS FINANCIAL, INC. | $2.1M | 76,917 | Added |
| 9 | Capital Analysts, LLC | $2.1M | 76,701 | Added |
| 10 | Amplius Wealth Advisors, LLC | $2.1M | 76,248 | Trimmed |
| 11 | Worth Asset Management, LLC | $1.8M | 66,994 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 41,613 | Added |
| 13 | Applied Capital LLC | $810,335 | 29,755 | Added |
| 14 | Calamos Advisors LLC | $803,666 | 29,514 | New |
| 15 | Calamos Wealth Management LLC | $803,666 | 29,514 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $651,900 | 23,937 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $572,434 | 21,020 | New |
| 18 | GOLDMAN SACHS GROUP INC | $551,734 | 20,259 | New |
| 19 | Royal Bank of Canada | $535,000 | 19,639 | Trimmed |
| 20 | TD Capital Management LLC | $384,680 | 14,125 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $372,507 | 13,678 | Trimmed |
| 22 | Leelyn Smith, LLC | $260,847 | 9,578 | Hold |
| 23 | SMITH, MOORE & CO. | $228,303 | 8,383 | Trimmed |
| 24 | Family Office Research LLC | $212,262 | 7,794 | New |
| 25 | Geneos Wealth Management Inc. | $111,643 | 4,100 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31