Calamos ETF Trust - CPNS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Owen LaRue, LLC | History | No change | 73,800 | 2,074 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 39,141 | 1,100 | 0.44% | 0.44% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 38,366 | 1,078 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 33,127 | 931 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Calamos Wealth Management LLC | History | No change | 26,666 | 749 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,057 | 366 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,303 | 346 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Analysts, LLC | History | No change | 10,688 | 300 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 10,417 | 292 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9,248 | 259 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,548 | 240 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 8,343 | 234 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 8,085 | 227 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,500 | 214 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 4,918 | 140 | 0.04% | 0.03% | 15 | +1,168 | 31.15% | Q3 2026 | Oct 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 4,044 | 113 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 810 | 22 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 810 | 22 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |