20 institutions reported holding $16.0M of CALAMOS ETF TR (CPSY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($9.6M), Cetera Investment Advisers ($977,577), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($689,171), JIM SAULNIER & ASSOCIATES, LLC ($662,957), Mariner, LLC ($657,355). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $9.6M | 373,266 | Added |
| 2 | Cetera Investment Advisers | $977,577 | 38,038 | Hold |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $689,171 | 26,816 | Added |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $662,957 | 25,796 | Hold |
| 5 | Mariner, LLC | $657,355 | 25,578 | Hold |
| 6 | Sterling Financial Planning, Inc. | $641,729 | 24,970 | Hold |
| 7 | WEDBUSH SECURITIES INC | $550,000 | 21,407 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $383,000 | 14,922 | Added |
| 9 | OLD MISSION CAPITAL LLC | $306,369 | 11,921 | Trimmed |
| 10 | TrustBank | $293,520 | 11,421 | New |
| 11 | Calamos Wealth Management LLC | $285,913 | 11,125 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $239,961 | 9,337 | Hold |
| 13 | Waverly Advisors, LLC | $218,758 | 8,512 | Hold |
| 14 | CENTAURUS FINANCIAL, INC. | $164,000 | 6,393 | Hold |
| 15 | OSAIC HOLDINGS, INC. | $154,200 | 6,000 | New |
| 16 | Capital Analysts, LLC | $83,000 | 3,231 | Hold |
| 17 | UBS Group AG | $51,297 | 1,996 | New |
| 18 | Essential Investment Partners LLC | $12,850 | 500 | Hold |
| 19 | New England Capital Financial Advisors LLC | $3,239 | 126 | Hold |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30