Who Owns CALAMOS ETF TR (CPSO)? -- Institutional Holders (2026-03-31)
23 institutions reported holding $16.4M of CALAMOS ETF TR (CPSO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Calamos Advisors LLC ($9.6M), Blue Water Asset Management ($831,817), LeClair Wealth Partners LLC ($831,817), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($719,262), Calamos Wealth Management LLC ($687,258). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Calamos Advisors LLC | $9.6M | 356,032 | Added |
| 2 | Blue Water Asset Management | $831,817 | 30,803 | Trimmed |
| 3 | LeClair Wealth Partners LLC | $831,817 | 30,803 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $719,262 | 26,635 | Trimmed |
| 5 | Calamos Wealth Management LLC | $687,258 | 25,454 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $649,770 | 24,062 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $510,869 | 18,918 | Added |
| 8 | Grantvest Financial Group LLC | $396,398 | 14,679 | Trimmed |
| 9 | HARBOUR INVESTMENTS, INC. | $387,918 | 14,365 | Trimmed |
| 10 | Rooted Wealth Advisors, Inc. | $343,053 | 12,486 | Hold |
| 11 | Cambridge Investment Research Advisors, Inc. | $307,000 | 11,385 | Trimmed |
| 12 | Capital Analysts, LLC | $301,000 | 11,151 | Hold |
| 13 | Sloy Dahl & Holst, LLC | $290,028 | 10,740 | Hold |
| 14 | Security Financial Services, INC. | $273,609 | 10,132 | Hold |
| 15 | Spire Wealth Management | $64,838 | 2,401 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $55,250 | 2,046 | Hold |
| 17 | MORGAN STANLEY | $54,009 | 2,000 | Hold |
| 18 | Advisory Services Network, LLC | $32,135 | 1,190 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23,521 | 871 | Added |
| 20 | New England Capital Financial Advisors LLC | $11,018 | 408 | Trimmed |
| 21 | Camelot Portfolios, LLC | $0 | 0 | Exited |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | TrustBank | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31