Calamos ETF Trust - CCEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | History | Added to | 90,721 | 2,598 | 0.49% | 0.53% | 1 | +609 | 0.68% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 52,031 | 1,490 | 0.0% | 0.0% | 2 | +560 | 1.09% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,896 | 1,253 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 40,063 | 1,147 | 0.58% | 0.49% | 4 | +9,218 | 29.88% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 39,346 | 1,127 | 0.0% | 0.0% | 5 | -195 | -0.49% | Q3 2026 | Oct 30, 2026 |
| William Mack & Associates, Inc. | History | Added to | 29,866 | 855 | 0.27% | 0.28% | 6 | +3,669 | 14.01% | Q3 2026 | Oct 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,755 | 740 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,261 | 726 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,722 | 680 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,424 | 671 | 0.01% | 0.01% | 10 | -3,983 | -14.53% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,012 | 419 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | New | 14,502 | 415 | 0.0% | — | 12 | +14,502 | New | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 13,400 | 401 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,711 | 350 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sonoma Private Wealth LLC | History | No change | 10,931 | 327 | 0.35% | 0.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,677 | 249 | 0.0% | 0.0% | 16 | -101 | -1.15% | Q3 2026 | Nov 02, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 7,505 | 215 | 0.14% | 0.14% | 17 | +142 | 1.93% | Q3 2026 | Oct 20, 2026 |
| Capital Analysts, LLC | History | No change | 5,328 | 159 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,757 | 52 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,290 | 38 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,000 | 28 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 300 | 8 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 58 | 1 | 0.0% | 0.0% | 23 | -95 | -62.09% | Q3 2026 | Oct 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |