22 institutions reported holding $16.4M of Calamos S&P 500 Structured ALT ETF (November) (CPSN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Calamos Advisors LLC ($9.6M), HARBOUR INVESTMENTS, INC. ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), Advisor OS, LLC ($1.1M), Calamos Wealth Management LLC ($657,525). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $9.6M | 356,813 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $1.6M | 60,271 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 48,143 | Added |
| 4 | Advisor OS, LLC | $1.1M | 39,361 | Trimmed |
| 5 | Calamos Wealth Management LLC | $657,525 | 24,562 | Trimmed |
| 6 | OLD MISSION CAPITAL LLC | $401,710 | 15,006 | Trimmed |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | $353,096 | 13,190 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278,435 | 10,401 | Trimmed |
| 9 | Grantvest Financial Group LLC | $241,787 | 9,032 | Hold |
| 10 | Next Level Private LLC | $224,466 | 8,385 | Hold |
| 11 | Waverly Advisors, LLC | $213,089 | 7,960 | Hold |
| 12 | BURKETT FINANCIAL SERVICES, LLC | $106,544 | 3,980 | Hold |
| 13 | CENTAURUS FINANCIAL, INC. | $105,000 | 3,922 | Hold |
| 14 | Royal Bank of Canada | $104,000 | 3,899 | Hold |
| 15 | MORGAN STANLEY | $53,540 | 2,000 | Hold |
| 16 | Capital Analysts, LLC | $50,000 | 1,852 | Hold |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $37,906 | 1,416 | Added |
| 18 | UBS Group AG | $17,293 | 646 | New |
| 19 | New England Capital Financial Advisors LLC | $241 | 9 | Hold |
| 20 | TrustBank | $0 | 0 | Exited |
| 21 | Jessup Wealth Management, Inc | $0 | 0 | Exited |
| 22 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31