12 institutions reported holding $8.5M of CALAMOS ETF TR (SROI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Arlington Financial Advisors, LLC ($5.8M), JANE STREET GROUP, LLC ($1.2M), OSAIC HOLDINGS, INC. ($690,165), Calamos Wealth Management LLC ($379,166), CITADEL ADVISORS LLC ($241,961). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Arlington Financial Advisors, LLC | $5.8M | 153,958 | Trimmed |
| 2 | JANE STREET GROUP, LLC | $1.2M | 32,070 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $690,165 | 18,440 | Added |
| 4 | Calamos Wealth Management LLC | $379,166 | 10,130 | Hold |
| 5 | CITADEL ADVISORS LLC | $241,961 | 6,465 | Trimmed |
| 6 | SITTNER & NELSON, LLC | $239,267 | 6,393 | Hold |
| 7 | HARBOUR INVESTMENTS, INC. | $1,123 | 30 | Hold |
| 8 | UBS Group AG | $749 | 20 | New |
| 9 | City State Bank | $749 | 20 | Hold |
| 10 | SBI Securities Co., Ltd. | $561 | 15 | New |
| 11 | Calamos Advisors LLC | $0 | 0 | Exited |
| 12 | Scarborough Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30