18 institutions reported holding $14.9M of CALAMOS ETF TR (CPSY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Calamos Advisors LLC ($9.3M), Cetera Investment Advisers ($951,821), JIM SAULNIER & ASSOCIATES, LLC ($645,491), Mariner, LLC ($640,036), Sterling Financial Planning, Inc. ($624,822). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $9.3M | 372,082 | Added |
| 2 | Cetera Investment Advisers | $951,821 | 38,038 | Added |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $645,491 | 25,796 | Hold |
| 4 | Mariner, LLC | $640,036 | 25,578 | Hold |
| 5 | Sterling Financial Planning, Inc. | $624,822 | 24,970 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $571,848 | 22,853 | Added |
| 7 | WEDBUSH SECURITIES INC | $532,000 | 21,275 | Hold |
| 8 | Calamos Wealth Management LLC | $384,933 | 15,385 | Hold |
| 9 | OLD MISSION CAPITAL LLC | $315,188 | 12,596 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $239,000 | 9,546 | Added |
| 11 | HARBOUR INVESTMENTS, INC. | $233,639 | 9,337 | Added |
| 12 | Waverly Advisors, LLC | $212,995 | 8,512 | Hold |
| 13 | CENTAURUS FINANCIAL, INC. | $160,000 | 6,393 | New |
| 14 | Capital Analysts, LLC | $81,000 | 3,231 | Added |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,678 | 147 | Hold |
| 16 | New England Capital Financial Advisors LLC | $3,153 | 126 | New |
| 17 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31