20 institutions reported holding $13.9M of CALAMOS ETF TR (CVRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Client First Investment Management LLC ($3.2M), TRUIST FINANCIAL CORP ($2.8M), OSAIC HOLDINGS, INC. ($1.4M), JANE STREET GROUP, LLC ($843,149), Realta Investment Advisors ($840,938). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $3.2M | 62,004 | New |
| 2 | TRUIST FINANCIAL CORP | $2.8M | 54,280 | Added |
| 3 | OSAIC HOLDINGS, INC. | $1.4M | 27,680 | Added |
| 4 | JANE STREET GROUP, LLC | $843,149 | 16,393 | Trimmed |
| 5 | Realta Investment Advisors | $840,938 | 16,350 | Added |
| 6 | IFP Advisors, Inc | $795,676 | 15,470 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $631,554 | 12,279 | Trimmed |
| 8 | LIBERTY SQUARE WEALTH PARTNERS LLC | $617,202 | 12,000 | Hold |
| 9 | Grantvest Financial Group LLC | $576,340 | 11,206 | Added |
| 10 | CENTAURUS FINANCIAL, INC. | $552,000 | 10,742 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $448,470 | 8,719 | Added |
| 12 | Brookstone Capital Management | $297,409 | 5,782 | New |
| 13 | Aurora Private Wealth, Inc. | $272,000 | 5,281 | Added |
| 14 | Steward Partners Investment Advisory, LLC | $245,441 | 4,772 | New |
| 15 | LPL Financial LLC | $206,917 | 4,023 | New |
| 16 | HUNTINGTON NATIONAL BANK | $106,982 | 0 | New |
| 17 | Capital Investment Advisory Services, LLC | $29,831 | 580 | New |
| 18 | NBC SECURITIES, INC. | $10,286 | 200 | Hold |
| 19 | UBS Group AG | $360 | 7 | New |
| 20 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30