Calamos ETF Trust - CCEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 90,260 | 2,601 | 0.6% | 0.61% | 1 | -654 | -0.72% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,127 | 1,819 | 0.0% | 0.0% | 2 | +7,001 | 12.47% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 34,562 | 996 | 0.0% | 0.0% | 3 | -762 | -2.16% | Q4 2025 | Feb 02, 2026 |
| Aurora Private Wealth, Inc. | History | New | 25,631 | 742 | 0.49% | — | 4 | +25,631 | New | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,988 | 691 | 0.0% | — | 5 | +23,988 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,305 | 642 | 0.0% | 0.0% | 6 | +875 | 4.08% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,640 | 594 | 0.03% | 0.02% | 7 | +4,280 | 26.16% | Q4 2025 | Feb 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | New | 19,061 | 549 | 0.33% | — | 8 | +19,061 | New | Q4 2025 | Jan 20, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 10,916 | 314 | 0.38% | 0.49% | 9 | -3,183 | -22.58% | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 10,674 | 307 | 0.1% | — | 10 | +10,674 | New | Q4 2025 | Mar 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,521 | 274 | 0.0% | 0.0% | 11 | +2,250 | 30.94% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,506 | 245 | 0.0% | 0.0% | 12 | +82 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,365 | 241 | 0.0% | 0.0% | 13 | +6,365 | 318.25% | Q4 2025 | Feb 12, 2026 |
| William Mack & Associates, Inc. | History | New | 7,616 | 219 | 0.1% | — | 14 | +7,616 | New | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,987 | 201 | 0.02% | 0.03% | 15 | -301 | -4.13% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Added to | 3,792 | 109 | 0.0% | 0.0% | 16 | +867 | 29.64% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,251 | 36 | 0.0% | 0.0% | 17 | +34 | 2.79% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,050 | 30 | 0.0% | — | 18 | +1,050 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 850 | 24 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 580 | 16 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | New | 300 | 8 | 0.0% | — | 22 | +300 | New | Q4 2025 | Feb 04, 2026 |
| Elevated Capital Advisors, LLC | History | New | 121 | 3 | 0.0% | — | 23 | +121 | New | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 44 | 1 | 0.0% | 0.0% | 24 | +1 | 2.33% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -12,179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,635 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -2,276 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SageView Advisory Group, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |