Calamos ETF Trust - CBTJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MBL Wealth, LLC | History | Reduced | 157,377 | 3,443 | 0.28% | 0.81% | 1 | -166,727 | -51.44% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Reduced | 87,843 | 1,922 | 0.0% | 0.01% | 2 | -9,304 | -9.58% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 52,584 | 1,150 | 0.0% | 0.0% | 3 | +43,030 | 450.39% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,869 | 894 | 0.0% | 0.0% | 4 | +8,079 | 24.64% | Q4 2025 | Feb 17, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 35,859 | 784 | 0.34% | 0.54% | 5 | -183 | -0.51% | Q4 2025 | Feb 03, 2026 |
| ATX Financial Planning, LLC | History | New | 33,933 | 742 | 0.57% | — | 6 | +33,933 | New | Q4 2025 | Feb 19, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 20,812 | 455 | 0.02% | 0.03% | 7 | -4,031 | -16.23% | Q4 2025 | Jan 29, 2026 |
| Calamos Advisors LLC | History | New | 16,440 | 359 | 0.0% | — | 8 | +16,440 | New | Q4 2025 | Jan 29, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 16,388 | 358 | 0.15% | — | 9 | +16,388 | New | Q4 2025 | Jan 22, 2026 |
| Estate Planners Group, LLC | History | New | 15,521 | 339 | 0.15% | — | 10 | +15,521 | New | Q4 2025 | Apr 07, 2026 |
| EVEXIA WEALTH LLC | History | New | 12,259 | 297 | 0.08% | — | 11 | +12,259 | New | Q4 2025 | Jan 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,491 | 295 | 0.01% | — | 12 | +13,491 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,402 | 293 | 0.0% | 0.0% | 13 | -358 | -2.6% | Q4 2025 | Feb 05, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 12,097 | 264 | 0.08% | 0.11% | 14 | -429 | -3.42% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,436 | 228 | 0.0% | 0.01% | 15 | -1,228 | -10.53% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 9,161 | 200 | 0.0% | — | 16 | +9,161 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 6,340 | 138 | 0.0% | 0.0% | 17 | +2,160 | 51.67% | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 3,410 | 74 | 0.07% | — | 18 | +3,410 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | New | 1,900 | 41 | 0.0% | — | 19 | +1,900 | New | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,500 | 32 | 0.0% | 0.0% | 20 | +1,000 | 200.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 507 | 11 | 0.0% | 0.0% | 21 | +7 | 1.4% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 1 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,163 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,199 | -100.0% | Q3 2025 | Nov 14, 2025 |