Who Owns CALAMOS ETF TR (CPSO)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $16.0M of CALAMOS ETF TR (CPSO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($9.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($669,880), Blue Water Asset Management ($570,191), Calamos Wealth Management LLC ($553,097). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Calamos Advisors LLC | $9.6M | 344,453 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 57,083 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $669,880 | 24,062 | Hold |
| 4 | Blue Water Asset Management | $570,191 | 20,481 | Trimmed |
| 5 | Calamos Wealth Management LLC | $553,097 | 19,867 | Trimmed |
| 6 | Rooted Wealth Advisors, Inc. | $347,610 | 12,486 | Hold |
| 7 | Grantvest Financial Group LLC | $330,962 | 11,888 | Trimmed |
| 8 | HARBOUR INVESTMENTS, INC. | $320,411 | 11,509 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $319,380 | 11,472 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $317,000 | 11,385 | Hold |
| 11 | Capital Analysts, LLC | $310,000 | 11,151 | Hold |
| 12 | FIDUCIARY FINANCIAL ADVISORS | $307,604 | 11,049 | New |
| 13 | Sloy Dahl & Holst, LLC | $299,002 | 10,740 | Hold |
| 14 | Security Financial Services, INC. | $282,075 | 10,132 | Hold |
| 15 | Spire Wealth Management | $66,844 | 2,401 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $56,960 | 2,046 | Hold |
| 17 | MORGAN STANLEY | $55,680 | 2,000 | Hold |
| 18 | Regatta Research & Money Management | $29,956 | 1,076 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13,697 | 492 | Trimmed |
| 20 | New England Capital Financial Advisors LLC | $11,359 | 408 | Hold |
| 21 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 22 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30