Calamos ETF Trust - CBOJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ATX Financial Planning, LLC | History | New | 60,721 | 1,460 | 1.13% | — | 1 | +60,721 | New | Q4 2025 | Feb 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 35,616 | 856 | 0.02% | 0.02% | 2 | -2,868 | -7.45% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,022 | 746 | 0.0% | 0.0% | 3 | -34,838 | -52.9% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 27,297 | 656 | 0.02% | 0.02% | 4 | -4,927 | -15.29% | Q4 2025 | Feb 17, 2026 |
| EVEXIA WEALTH LLC | History | New | 23,256 | 562 | 0.16% | — | 5 | +23,256 | New | Q4 2025 | Jan 16, 2026 |
| Calamos Advisors LLC | History | New | 17,854 | 429 | 0.0% | — | 6 | +17,854 | New | Q4 2025 | Jan 29, 2026 |
| Markin Asset Management, LP | History | New | 17,374 | 417 | 0.46% | — | 7 | +17,374 | New | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | Reduced | 16,697 | 401 | 0.07% | 0.09% | 8 | -1,760 | -9.54% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,750 | 378 | 0.0% | 0.0% | 9 | -2,000 | -11.27% | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,500 | 252 | 0.01% | 0.01% | 10 | +300 | 2.94% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,664 | 208 | 0.01% | 0.01% | 11 | +264 | 3.14% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 8,133 | 195 | 0.19% | — | 12 | +8,133 | New | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,392 | 106 | 0.0% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 2,204 | 53 | 0.03% | — | 14 | +2,204 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,600 | 38 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 963 | 23 | 0.0% | — | 16 | +963 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 465 | 11 | 0.0% | 0.0% | 17 | +345 | 287.5% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | New | 430 | 10 | 0.0% | — | 18 | +430 | New | Q4 2025 | Jan 23, 2026 |
| Truvestments Capital LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,077 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,818 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BURKETT FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,904 | -100.0% | Q3 2025 | Nov 24, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |