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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | New | 55,296 | 1,147 | 0.0% | — | 1 | +55,296 | New | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | Reduced | 35,548 | 737 | 0.0% | 0.0% | 2 | -11,225 | -24.0% | Q1 2026 | May 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,389 | 381 | 0.03% | 0.02% | 3 | +8,274 | 81.8% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 18,150 | 376 | 0.01% | 0.01% | 4 | -3,180 | -14.91% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,900 | 269 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 12,061 | 250 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | No change | 11,010 | 228 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 10,573 | 224 | 0.06% | 0.06% | 8 | +1,486 | 16.35% | Q1 2026 | Apr 16, 2026 |
| Truvestments Capital LLC | History | No change | 4,430 | 91 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 3,576 | 74 | 0.04% | 0.04% | 10 | +6 | 0.17% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,350 | 69 | 0.07% | 0.41% | 11 | -14,782 | -81.52% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,726 | 35 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,145 | 25 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 852 | 17 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBZ Investment Advisors LLC | History | No change | 808 | 16 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | New | 554 | 11 | 0.0% | — | 16 | +554 | New | Q1 2026 | May 13, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,070 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,316 | -100.0% | Q1 2026 | May 05, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,396 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 22, 2026 |