Calamos ETF Trust - CPNJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VanWeelden Wealth Management, LLC | History | Added to | 520,255 | 14,043 | 11.03% | 11.1% | 1 | +14,132 | 2.79% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 506,587 | 13,674 | 0.0% | 0.0% | 2 | -10,064 | -1.95% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,703 | 1,450 | 0.0% | 0.01% | 3 | -77,136 | -58.95% | Q4 2025 | Feb 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 49,128 | 1,326 | 0.69% | 0.76% | 4 | -1,934 | -3.79% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 31,612 | 853 | 0.02% | 0.02% | 5 | +34 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 28,058 | 757 | 0.03% | 0.03% | 6 | -3,691 | -11.63% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 21,211 | 572 | 0.0% | 0.0% | 7 | +590 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 20,500 | 553 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | No change | 18,995 | 512 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,187 | 490 | 0.0% | 0.0% | 10 | +8,327 | 84.45% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 17,743 | 479 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,820 | 454 | 0.01% | 0.0% | 12 | +7,268 | 76.09% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,597 | 421 | 0.01% | 0.01% | 13 | -6,633 | -29.84% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 13,650 | 368 | 0.0% | 0.0% | 14 | +1,784 | 15.03% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,150 | 354 | 0.0% | 0.0% | 15 | -4,018 | -23.4% | Q4 2025 | Feb 12, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 12,825 | 346 | 0.24% | 0.24% | 16 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 12,012 | 324 | 0.2% | 0.23% | 17 | -1,162 | -8.82% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | New | 9,672 | 261 | 0.01% | — | 18 | +9,672 | New | Q4 2025 | Jan 21, 2026 |
| NBZ Investment Advisors LLC | History | No change | 9,515 | 256 | 0.11% | 0.13% | 19 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 8,660 | 233 | 0.01% | 0.01% | 20 | +20 | 0.23% | Q4 2025 | Jan 07, 2026 |
| Secure Asset Management, LLC | History | New | 8,469 | 228 | 0.04% | — | 21 | +8,469 | New | Q4 2025 | Jan 20, 2026 |
| Cyr Financial Inc. | History | No change | 8,132 | 219 | 0.14% | 0.15% | 22 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,959 | 106 | 0.0% | — | 23 | +3,959 | New | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 3,492 | 94 | 0.03% | 0.04% | 24 | -375 | -9.7% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,465 | 66 | 0.0% | 0.0% | 25 | -7,971 | -76.38% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 2,418 | 65 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,105 | 29 | 0.0% | — | 27 | +1,105 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 850 | 22 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 251 | 6 | 0.0% | — | 29 | +251 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 222 | 5 | 0.0% | 0.0% | 30 | +8 | 3.74% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 167 | 4 | 0.0% | 0.0% | 31 | -2,088 | -92.59% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,672 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,118 | -100.0% | Q3 2025 | Nov 06, 2025 |