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 | Reduced | 89,356 | 2,517 | 0.57% | 0.6% | 1 | -904 | -1.0% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,003 | 1,831 | 0.0% | 0.0% | 2 | +1,876 | 2.97% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,467 | 999 | 0.0% | 0.0% | 3 | +905 | 2.62% | Q1 2026 | Apr 27, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 26,822 | 755 | 0.46% | 0.33% | 4 | +7,761 | 40.72% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,960 | 675 | 0.03% | 0.03% | 5 | +3,320 | 16.09% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,645 | 666 | 0.0% | 0.0% | 6 | +1,340 | 6.01% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,461 | 604 | 0.0% | 0.0% | 7 | +13,096 | 156.56% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | New | 17,237 | 485 | 0.01% | — | 8 | +17,237 | New | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,010 | 394 | 0.0% | — | 9 | +14,010 | New | Q1 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 13,069 | 377 | 0.27% | 0.49% | 10 | -12,562 | -49.01% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,111 | 313 | 0.0% | 0.0% | 11 | +1,590 | 16.7% | Q1 2026 | May 12, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 10,922 | 307 | 0.38% | 0.38% | 12 | +6 | 0.05% | Q1 2026 | May 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 10,674 | 307 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,607 | 243 | 0.0% | 0.0% | 14 | +101 | 1.19% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 3,792 | 107 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 1,757 | 51 | 0.06% | — | 16 | +1,757 | New | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,251 | 36 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,000 | 28 | 0.0% | 0.0% | 18 | +150 | 17.65% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | New | 330 | 9 | 0.0% | — | 20 | +330 | New | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 300 | 8 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 163 | 4 | 0.0% | — | 23 | +163 | New | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 153 | 4 | 0.0% | 0.0% | 22 | +109 | 247.73% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,988 | -100.0% | Q1 2026 | May 15, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,616 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,987 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -580 | -100.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -89 | -73.55% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |