17 institutions reported holding $5.8M of CALAMOS ETF TR (CPNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: JIM SAULNIER & ASSOCIATES, LLC ($1.6M), HARBOUR INVESTMENTS, INC. ($1.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($575,492), Owen LaRue, LLC ($510,394), Calamos Wealth Management LLC ($491,600). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | $1.6M | 60,133 | Hold |
| 2 | HARBOUR INVESTMENTS, INC. | $1.0M | 38,983 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $575,492 | 21,491 | Added |
| 4 | Owen LaRue, LLC | $510,394 | 19,060 | Hold |
| 5 | Calamos Wealth Management LLC | $491,600 | 18,357 | Trimmed |
| 6 | Capital Analysts, LLC | $384,000 | 14,350 | Hold |
| 7 | CENTAURUS FINANCIAL, INC. | $377,000 | 14,097 | Trimmed |
| 8 | Fortitude Advisory Group L.L.C. | $366,407 | 13,683 | Hold |
| 9 | Cetera Investment Advisers | $297,078 | 11,094 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $76,669 | 2,863 | Hold |
| 11 | FIDUCIARY FINANCIAL ADVISORS | $59,207 | 2,211 | New |
| 12 | Sunrise Financial Services, LLC | $25,493 | 952 | Hold |
| 13 | Aptus Capital Advisors, LLC | $21,878 | 817 | Hold |
| 14 | BURKETT FINANCIAL SERVICES, LLC | $1,178 | 44 | Trimmed |
| 15 | Calamos Advisors LLC | $0 | 0 | Exited |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30