Who Owns CALAMOS ETF TR (CPSL)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $58.8M of CALAMOS ETF TR (CPSL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BURKETT FINANCIAL SERVICES, LLC ($21.2M), HARBOUR INVESTMENTS, INC. ($4.5M), Mutual Advisors, LLC ($4.3M), HighTower Advisors, LLC ($3.8M), Prime Capital Investment Advisors, LLC ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $21.2M | 759,599 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $4.5M | 161,079 | Trimmed |
| 3 | Mutual Advisors, LLC | $4.3M | 153,497 | Added |
| 4 | HighTower Advisors, LLC | $3.8M | 137,543 | Added |
| 5 | Prime Capital Investment Advisors, LLC | $3.7M | 134,220 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 114,410 | Added |
| 7 | Innovative Asset Advisors Group, LLC | $2.4M | 86,761 | New |
| 8 | Capital Analysts, LLC | $2.3M | 81,559 | Added |
| 9 | CENTAURUS FINANCIAL, INC. | $2.1M | 76,916 | Trimmed |
| 10 | Amplius Wealth Advisors, LLC | $2.1M | 73,449 | Trimmed |
| 11 | Worth Asset Management, LLC | $2.0M | 69,990 | Added |
| 12 | Calamos Wealth Management LLC | $945,622 | 33,869 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $919,000 | 32,908 | Trimmed |
| 14 | Applied Capital LLC | $729,064 | 26,113 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $558,958 | 20,020 | Trimmed |
| 16 | TD Capital Management LLC | $515,180 | 18,452 | Added |
| 17 | Cetera Investment Advisers | $495,050 | 17,731 | Trimmed |
| 18 | Royal Bank of Canada | $489,000 | 17,522 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $397,330 | 14,231 | Trimmed |
| 20 | LPL Financial LLC | $365,836 | 13,103 | New |
| 21 | OLD MISSION CAPITAL LLC | $329,120 | 11,788 | New |
| 22 | MML INVESTORS SERVICES, LLC | $311,029 | 11,140 | Trimmed |
| 23 | Leelyn Smith, LLC | $267,418 | 9,578 | Hold |
| 24 | SMITH, MOORE & CO. | $228,469 | 8,183 | Trimmed |
| 25 | Family Office Research LLC | $217,608 | 7,794 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30