11 institutions reported holding $9.3M of CALAMOS ETF TR (SROI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Arlington Financial Advisors, LLC ($5.0M), CITADEL ADVISORS LLC ($1.8M), JANE STREET GROUP, LLC ($1.2M), OSAIC HOLDINGS, INC. ($369,300), Calamos Advisors LLC ($331,251). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $5.0M | 154,437 | Added |
| 2 | CITADEL ADVISORS LLC | $1.8M | 54,207 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $1.2M | 37,967 | New |
| 4 | OSAIC HOLDINGS, INC. | $369,300 | 11,294 | Added |
| 5 | Calamos Advisors LLC | $331,251 | 10,130 | New |
| 6 | Calamos Wealth Management LLC | $331,251 | 10,130 | Hold |
| 7 | SITTNER & NELSON, LLC | $209,034 | 6,393 | Hold |
| 8 | Scarborough Advisors, LLC | $6,382 | 195 | Hold |
| 9 | HARBOUR INVESTMENTS, INC. | $981 | 30 | New |
| 10 | City State Bank | $654 | 20 | Hold |
| 11 | FIGURE 8 INVESTMENT STRATEGIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31