Calamos ETF Trust - CBXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Advisors LLC | History | Added to | 46,773 | 1,060 | 0.0% | 0.0% | 1 | +16,773 | 55.91% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 21,330 | 483 | 0.01% | 0.0% | 2 | +20,365 | 2110.36% | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 18,132 | 411 | 0.41% | — | 3 | +18,132 | New | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 12,061 | 273 | 0.03% | 0.03% | 4 | +2,870 | 31.23% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,900 | 269 | 0.0% | 0.0% | 5 | -3,100 | -20.67% | Q4 2025 | Feb 18, 2026 |
| Diligent Investors, LLC | History | Added to | 11,010 | 249 | 0.06% | 0.08% | 6 | +10 | 0.09% | Q4 2025 | Jan 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 10,115 | 229 | 0.02% | — | 7 | +10,115 | New | Q4 2025 | Feb 12, 2026 |
| EVEXIA WEALTH LLC | History | New | 9,087 | 220 | 0.06% | — | 8 | +9,087 | New | Q4 2025 | Jan 16, 2026 |
| ATX Financial Planning, LLC | History | New | 9,070 | 205 | 0.16% | — | 9 | +9,070 | New | Q4 2025 | Feb 19, 2026 |
| Truvestments Capital LLC | History | No change | 4,430 | 100 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 4,316 | 97 | 0.0% | 0.0% | 11 | -10,856 | -71.55% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 3,570 | 80 | 0.04% | 0.04% | 12 | +322 | 9.91% | Q4 2025 | Feb 03, 2026 |
| Noble Wealth Management PBC | History | Added to | 2,000 | 45 | 0.02% | 0.01% | 13 | +1,000 | 100.0% | Q4 2025 | Jan 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,726 | 39 | 0.0% | 0.0% | 14 | -978 | -36.17% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,396 | 31 | 0.0% | — | 15 | +1,396 | New | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,145 | 25 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 852 | 19 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBZ Investment Advisors LLC | History | No change | 808 | 18 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,334 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,570 | -100.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,625 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |