13 institutions reported holding $14.4M of CALAMOS ETF TR (CPSR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($9.6M), Calamos Wealth Management LLC ($1.9M), COMMONWEALTH EQUITY SERVICES, LLC ($718,410), Farther Finance Advisors, LLC ($463,166), Blue Water Asset Management ($430,705). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $9.6M | 371,322 | Trimmed |
| 2 | Calamos Wealth Management LLC | $1.9M | 72,288 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $718,410 | 27,797 | Hold |
| 4 | Farther Finance Advisors, LLC | $463,166 | 17,921 | Hold |
| 5 | Blue Water Asset Management | $430,705 | 16,665 | Hold |
| 6 | Fortitude Advisory Group L.L.C. | $392,558 | 15,189 | Hold |
| 7 | STOLZ & ASSOCIATES, PS | $296,053 | 11,455 | Hold |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $281,735 | 10,901 | Hold |
| 9 | ADAMSBROWN WEALTH CONSULTANTS LLC | $275,636 | 10,665 | Hold |
| 10 | New England Capital Financial Advisors LLC | $59,263 | 2,293 | Added |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $7,030 | 272 | Trimmed |
| 12 | BURKETT FINANCIAL SERVICES, LLC | $0 | 0 | Exited |
| 13 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30