Who Owns CALAMOS ETF TR (CBTJ)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $16.6M of CALAMOS ETF TR (CBTJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MBL Wealth, LLC ($7.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.5M), Calamos Advisors LLC ($1.3M), Betterment LLC ($948,000), Beacon Pointe Advisors, LLC ($772,107). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MBL Wealth, LLC | $7.8M | 450,072 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 145,380 | Added |
| 3 | Calamos Advisors LLC | $1.3M | 74,312 | Added |
| 4 | Betterment LLC | $948,000 | 54,926 | Trimmed |
| 5 | Beacon Pointe Advisors, LLC | $772,107 | 44,723 | Trimmed |
| 6 | NBZ Investment Advisors LLC | $619,077 | 35,859 | Hold |
| 7 | JANE STREET GROUP, LLC | $511,918 | 29,652 | Added |
| 8 | DWM Financial Group, Inc. | $422,528 | 19,311 | New |
| 9 | Calamos Wealth Management LLC | $321,571 | 18,631 | Trimmed |
| 10 | MCDONALD PARTNERS LLC | $317,868 | 18,412 | Hold |
| 11 | Cambridge Investment Research Advisors, Inc. | $292,000 | 16,909 | Added |
| 12 | EVEXIA WEALTH LLC | $232,856 | 13,178 | Trimmed |
| 13 | TITLEIST ASSET MANAGEMENT, LLC | $180,825 | 10,474 | New |
| 14 | MML INVESTORS SERVICES, LLC | $172,760 | 10,007 | New |
| 15 | Integrated Wealth Concepts LLC | $103,585 | 6,000 | New |
| 16 | IFP Advisors, Inc | $95,471 | 5,530 | Added |
| 17 | OSAIC HOLDINGS, INC. | $17,383 | 1,007 | Added |
| 18 | Aptus Capital Advisors, LLC | $17,264 | 1,000 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $17,264 | 1,000 | Hold |
| 20 | HARBOUR INVESTMENTS, INC. | $6,888 | 399 | Trimmed |
| 21 | UBS Group AG | $3,591 | 208 | Added |
| 22 | DHJJ Financial Advisors, Ltd. | $173 | 10 | Trimmed |
| 23 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
| 24 | Ankerstar Wealth, LLC | $0 | 0 | Exited |
| 25 | Estate Planners Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30