10 institutions reported holding $9.3M of CALAMOS ETF TR (CVRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Client First Investment Management LLC ($3.2M), TRUIST FINANCIAL CORP ($2.8M), Realta Investment Advisors ($840,938), IFP Advisors, Inc ($795,676), Kestra Advisory Services, LLC ($631,554). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $3.2M | 62,004 | New |
| 2 | TRUIST FINANCIAL CORP | $2.8M | 54,280 | Added |
| 3 | Realta Investment Advisors | $840,938 | 16,350 | Added |
| 4 | IFP Advisors, Inc | $795,676 | 15,470 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $631,554 | 12,279 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $448,470 | 8,719 | Added |
| 7 | Brookstone Capital Management | $297,409 | 5,782 | New |
| 8 | Aurora Private Wealth, Inc. | $272,000 | 5,281 | Added |
| 9 | Capital Investment Advisory Services, LLC | $29,831 | 580 | New |
| 10 | NBC SECURITIES, INC. | $10,286 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30