Calamos ETF Trust - CBTJ
Detailed investor-level table based on 13F positions.
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 | 93,554 | 1,764 | 0.13% | 0.28% | 1 | -63,823 | -40.55% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Reduced | 83,569 | 1,577 | 0.0% | 0.0% | 2 | -4,274 | -4.87% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Added to | 53,486 | 1,009 | 0.0% | 0.0% | 3 | +37,046 | 225.34% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 44,752 | 844 | 0.0% | — | 4 | +44,752 | New | Q1 2026 | May 15, 2026 |
| NBZ Investment Advisors LLC | History | No change | 35,859 | 676 | 0.3% | 0.34% | 5 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,958 | 527 | 0.0% | 0.0% | 6 | -12,911 | -31.59% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 20,767 | 391 | 0.01% | 0.02% | 7 | -45 | -0.22% | Q1 2026 | May 04, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 16,388 | 358 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 18,412 | 347 | 0.08% | 0.08% | 9 | +6,315 | 52.2% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,456 | 310 | 0.0% | 0.0% | 10 | +3,054 | 22.79% | Q1 2026 | Apr 30, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 14,516 | 283 | 0.08% | 0.08% | 11 | +2,257 | 18.41% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,538 | 274 | 0.0% | 0.0% | 12 | -38,046 | -72.35% | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Reduced | 11,301 | 213 | 0.1% | 0.15% | 13 | -4,220 | -27.19% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,370 | 101 | 0.0% | 0.0% | 14 | -970 | -15.3% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | New | 3,313 | 62 | 0.0% | — | 15 | +3,313 | New | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,500 | 28 | 0.0% | — | 17 | +1,500 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 28 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,000 | 18 | 0.0% | — | 18 | +1,000 | New | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 731 | 13 | 0.0% | 0.0% | 19 | -9,705 | -93.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 500 | 9 | 0.0% | 0.0% | 20 | -7 | -1.38% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 115 | 2 | 0.0% | 0.07% | 21 | -3,295 | -96.63% | Q1 2026 | May 13, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -33,933 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,491 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,161 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 28 | 0 | — | 0.0% | — | -1,872 | -98.53% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |