Calamos ETF Trust - CBTY
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 | Added to | 317,010 | 6,256 | 0.47% | 0.39% | 1 | +97,324 | 44.3% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 58,127 | 1,147 | 0.0% | — | 2 | +58,127 | New | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Added to | 53,032 | 1,046 | 0.0% | 0.0% | 3 | +35,040 | 194.75% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 17,049 | 336 | 0.01% | 0.01% | 4 | -606 | -3.43% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | Reduced | 4,411 | 87 | 0.04% | 0.12% | 5 | -6,450 | -59.39% | Q1 2026 | Apr 02, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,955 | 38 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 908 | 17 | 0.02% | 0.02% | 7 | -83 | -8.38% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 635 | 12 | 0.0% | 0.0% | 8 | -2,400 | -79.08% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 282 | 5 | 0.0% | — | 9 | +282 | New | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,825 | -100.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 07, 2026 |